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Workhorse Group

37 hedge funds and large institutions have $3.86M invested in Workhorse Group in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

0% more ownership

Funds ownership: 0%0% (+0%)

8% less funds holding

Funds holding: 4037 (-3)

30% less capital invested

Capital invested by funds: $5.49M → $3.86M (-$1.63M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
4
Closed
8
Calls
$3.77M
Puts
Net Calls
+$3.77M
Net Calls Change
-$2.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
-$1K

WKHS Hedge Fund Activity: Q4 2018 in Review

37 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2018, worth a combined $3.86M — down 30% from $5.49M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WKHS and 5 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 8 added.

The largest buyer was Arosa Capital Management, adding an estimated $1.57M. The largest seller was Vanguard Group, cutting an estimated $227K.

  • 37 institutional investors held Workhorse Group (WKHS) as of Q4 2018, down from 40 in Q3 2018.
  • Funds reported $3.86M of Workhorse Group stock for Q4 2018, down 30% quarter-over-quarter.
  • 5 funds opened new Workhorse Group positions in Q4 2018 and 8 closed out, a net change of -3 holders.
  • The largest Workhorse Group buyer in Q4 2018 was Arosa Capital Management, an estimated $1.57M added.
  • The largest Workhorse Group seller in Q4 2018 was Vanguard Group, an estimated $227K sold.

Based on aggregated 13F filings for Q4 2018.