Workhorse Group
WKHS
43 hedge funds and large institutions have $45M invested in Workhorse Group in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
25% more capital invested
Capital invested by funds: $35.9M → $45M (+$9.11M)
19% more funds holding
Funds holding: 36 → 43 (+7)
0% more ownership
Funds ownership: 0.01% → 0.01% (+0%)
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$5.16M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
+$912K |
| 3 |
WG
Winton Group
London,
United Kingdom
|
+$890K |
| 4 |
EMG
ETF Managers Group
Summit,
New Jersey
|
+$826K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$236K |
Top Sellers
| 1 |
First Manhattan
New York
|
-$4.55M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.05M |
| 3 |
CC
Cannell & Co
New York
|
-$214K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$182K |
| 5 |
VF
Virtu Financial
New York
|
-$137K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JPLA
51
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $2K | – | – | – |
|
|
BFEC
52
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $1K | – | – | – |
|
|
CHC
53
City Holding Co
Charleston,
West Virginia
| $1K | – | – | – |
|
54
BNP Paribas Financial Markets
Paris,
France
| $161 | – | – | – |
|
|
VF
55
Virtu Financial
New York
| – | -$137K | -16 | Closed |
|
56
Charles Schwab
San Francisco,
California
| – | -$112K | -13 | Closed |
|
57
Citadel Advisors
Miami,
Florida
| – | -$86K | -10 | Closed |
|
|
HSA
58
HBK Sorce Advisory
Erie,
Pennsylvania
| – | -$76K | -9 | Closed |
|
|
TP
59
Tranquility Partners
Brentwood,
Tennessee
| – | -$31K | -4 | Closed |
|
|
GRP
60
Global Retirement Partners
San Rafael,
California
| – | -$7K | -1 | Closed |
|
61
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$1K | – | – |
|
|
TPWA
62
TRUE Private Wealth Advisors
Salem,
Oregon
| – | -$1K | – | – |
|
WKHS Hedge Fund Activity: Q3 2019 in Review
43 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2019, worth a combined $45M — up 25% from $35.9M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new WKHS positions and 6 closed out — a net gain of 7 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $5.16M. The largest seller was First Manhattan, cutting an estimated $4.55M.
- 43 institutional investors held Workhorse Group (WKHS) as of Q3 2019, up from 36 in Q2 2019.
- Funds reported $45M of Workhorse Group stock for Q3 2019, up 25% quarter-over-quarter.
- 13 funds opened new Workhorse Group positions in Q3 2019 and 6 closed out, a net change of +7 holders.
- The largest Workhorse Group buyer in Q3 2019 was Invesco, an estimated $5.16M added.
- The largest Workhorse Group seller in Q3 2019 was First Manhattan, an estimated $4.55M sold.
Based on aggregated 13F filings for Q3 2019.