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Workhorse Group

59 hedge funds and large institutions have $46M invested in Workhorse Group in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

37% more funds holding

Funds holding: 4359 (+16)

2% more capital invested

Capital invested by funds: $45M → $46M (+$972K)

0% more ownership

Funds ownership: 0.01%0.01% (+0%)

Holders
59
Holders Change
+16
Holders Change %
+37.21%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
14
Reduced
4
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Advisor Group
Arizona
$21K -$27.6K -3 -60%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$18K
Citigroup
53
Citigroup
New York
$15K +$18.4K +2 New
PA
54
Procyon Advisors
Connecticut
$15K +$18.4K +2 New
TCM
55
TD Capital Management
Tennessee
$13K
AA
56
Ancora Advisors
Ohio
$12K +$9.21K +1 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$11K
APA
58
American Portfolios Advisors
New York
$10.6K
SIC
59
Salem Investment Counselors
North Carolina
$6K
QCG
60
Quadrant Capital Group
Ohio
$5K +$9.21K +1 New
AA
61
AlphaMark Advisors
Kentucky
$3K
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$3K
FA
63
Financial Advantage
Maryland
$3K
GWM
64
Geneos Wealth Management
Colorado
$3K
VFA
65
Valeo Financial Advisors
Indiana
$3K
Barclays
66
Barclays
United Kingdom
$2K -$9.21K -1 Closed
JPLA
67
Joseph P. Lucia & Associates
New York
$2K
BFEC
68
Benjamin F. Edwards & Company
Missouri
$1K
CHC
69
City Holding Co
West Virginia
$1K
FHA
70
Flagship Harbor Advisors
Massachusetts
$1K
TPWA
71
TRUE Private Wealth Advisors
Oregon
$1K
KFS
72
Kelly Financial Services
Massachusetts
$936
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$3
EI
74
EAM Investors
California
-$892K -85 Closed
WG
75
Winton Group
United Kingdom
-$871K -83 Closed

WKHS Hedge Fund Activity: Q4 2019 in Review

59 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2019, worth a combined $46M — up 2.2% from $45M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new WKHS positions and 9 closed out — a net gain of 16 holders — while 14 added to existing stakes and 4 trimmed.

The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $1M. The largest seller was EAM Investors, exiting entirely with an estimated $892K sold.

  • 59 institutional investors held Workhorse Group (WKHS) as of Q4 2019, up from 43 in Q3 2019.
  • Funds reported $46M of Workhorse Group stock for Q4 2019, up 2.2% quarter-over-quarter.
  • 25 funds opened new Workhorse Group positions in Q4 2019 and 9 closed out, a net change of +16 holders.
  • The largest Workhorse Group buyer in Q4 2019 was Qube Research & Technologies (QRT), an estimated $1M added.
  • The largest Workhorse Group seller in Q4 2019 was EAM Investors, an estimated $892K sold.

Based on aggregated 13F filings for Q4 2019.