Workhorse Group
WKHS
36 hedge funds and large institutions have $35.9M invested in Workhorse Group in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 10 closing their positions.
637% more capital invested
Capital invested by funds: $4.87M → $35.9M (+$31.1M)
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
0% more ownership
Funds ownership: 0% → 0.01% (+0%)
8% less funds holding
Funds holding: 39 → 36 (-3)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.12M |
| 2 |
First Manhattan
New York
|
+$2.05M |
| 3 |
BlackRock
New York
|
+$1.46M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$577K |
| 5 |
CC
Cannell & Co
New York
|
+$499K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
51
Marietta Wealth Management
Marietta,
Georgia
| – | -$31K | -17 | Closed |
|
|
TSS
52
Two Sigma Securities
New York
| – | -$12K | -7 | Closed |
|
53
Goldman Sachs
New York
| – | -$9K | -5 | Closed |
|
54
Barclays
London,
United Kingdom
| – | -$3K | -1 | Closed |
|
|
LFA
55
Legacy Financial Advisors
Covington,
Kentucky
| – | -$1K | -1 | Closed |
|
|
OWD
56
Osborn Williams & Donohoe
Cincinnati,
Ohio
| – | -$2K | -1 | Closed |
|
WKHS Hedge Fund Activity: Q2 2019 in Review
36 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2019, worth a combined $35.9M — up 637% from $4.87M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of WKHS and 8 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 11 added.
The largest buyer was Vanguard Group, adding an estimated $2.12M. The largest seller was Arosa Capital Management, cutting an estimated $272K.
- 36 institutional investors held Workhorse Group (WKHS) as of Q2 2019, down from 39 in Q1 2019.
- Funds reported $35.9M of Workhorse Group stock for Q2 2019, up 637% quarter-over-quarter.
- 8 funds opened new Workhorse Group positions in Q2 2019 and 10 closed out, a net change of -2 holders.
- The largest Workhorse Group buyer in Q2 2019 was Vanguard Group, an estimated $2.12M added.
- The largest Workhorse Group seller in Q2 2019 was Arosa Capital Management, an estimated $272K sold.
Based on aggregated 13F filings for Q2 2019.