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Workhorse Group

61 hedge funds and large institutions have $28.6M invested in Workhorse Group in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,045% more call options, than puts

Call options by funds: $355K | Put options by funds: $31K

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

3% more funds holding

Funds holding: 5961 (+2)

0% more ownership

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

38% less capital invested

Capital invested by funds: $46M → $28.6M (-$17.4M)

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
21
Reduced
7
Closed
9
Calls
$355K
Puts
$31K
Net Calls
+$324K
Net Calls Change
+$324K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$18K
EP
52
Eudaimonia Partners
Tennessee
$18K
AIC
53
Ameritas Investment Company
Nebraska
$10K -$8.6K -1 -33%
PA
54
Procyon Advisors
Connecticut
$9K
TCM
55
TD Capital Management
Tennessee
$8K
APA
56
American Portfolios Advisors
New York
$6.33K
IA
57
IFP Advisors
Florida
$6K +$8.6K +1 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$5K
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$5K +$8.6K +1 New
Simplex Trading
60
Simplex Trading
Illinois
$5K +$8.6K +1 New
SIC
61
Salem Investment Counselors
North Carolina
$4K
QCG
62
Quadrant Capital Group
Ohio
$3K
AA
63
AlphaMark Advisors
Kentucky
$2K
GWM
64
Geneos Wealth Management
Colorado
$2K
VFA
65
Valeo Financial Advisors
Indiana
$2K
BFEC
66
Benjamin F. Edwards & Company
Missouri
$1K
CHC
67
City Holding Co
West Virginia
$1K
FA
68
Financial Advantage
Maryland
$1K
JPLA
69
Joseph P. Lucia & Associates
New York
$1K
KFS
70
Kelly Financial Services
Massachusetts
$557
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$2
EIM
72
Essex Investment Management
Massachusetts
-$729K -80 Closed
LCM
73
Laurion Capital Management
New York
-$602K -66 Closed
PCM
74
Prelude Capital Management
New York
-$334K -37 Closed
OGC
75
One68 Global Capital
New York
-$222K -24 Closed

WKHS Hedge Fund Activity: Q1 2020 in Review

61 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2020, worth a combined $28.6M — down 38% from $46M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WKHS positions and 9 closed out — a net gain of 5 holders — while 21 added to existing stakes and 7 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.01M. The largest seller was Invesco, cutting an estimated $3.23M.

  • 61 institutional investors held Workhorse Group (WKHS) as of Q1 2020, up from 59 in Q4 2019.
  • Funds reported $28.6M of Workhorse Group stock for Q1 2020, down 38% quarter-over-quarter.
  • 14 funds opened new Workhorse Group positions in Q1 2020 and 9 closed out, a net change of +5 holders.
  • The largest Workhorse Group buyer in Q1 2020 was Millennium Management, an estimated $2.01M added.
  • The largest Workhorse Group seller in Q1 2020 was Invesco, an estimated $3.23M sold.

Based on aggregated 13F filings for Q1 2020.