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Workhorse Group

145 hedge funds and large institutions have $1.01B invested in Workhorse Group in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 18

153% more capital invested

Capital invested by funds: $397M → $1.01B (+$609M)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

34% more funds holding

Funds holding: 108145 (+37)

22% more call options, than puts

Call options by funds: $328M | Put options by funds: $270M

0% more ownership

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

Holders
145
Holders Change
+37
Holders Change %
+34.26%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
55
Increased
49
Reduced
31
Closed
18
Calls
$328M
Puts
$270M
Net Calls
+$58.6M
Net Calls Change
+$59.8M
Name Holding Trade Value Shares
Change
Change in
Stake
UOC
51
UBS O'Connor
Illinois
$2.02M -$1.66M -29 -52%
Walleye Trading
52
Walleye Trading
New York
$1.89M +$1.43M +25 New
TRCT
53
Tower Research Capital (TRC)
New York
$1.87M +$1.31M +23 +1,150%
APA
54
American Portfolios Advisors
New York
$1.84M +$1.31M +23 +2,300%
PAG
55
Private Advisor Group
New Jersey
$1.72M +$1.2M +21 +1,050%
AIG
56
American International Group
New York
$1.43M +$343K +6 +46%
CG
57
Cutler Group
California
$1.4M -$572K -10 -36%
Calamos Advisors
58
Calamos Advisors
Illinois
$1.39M -$1.43M -25 -58%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$1.35M -$1.49M -26 -59%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.31M +$286K +5 +42%
Mitsubishi UFJ Asset Management
61
Mitsubishi UFJ Asset Management
Japan
$1.27M +$57.2K +1 +6%
Squarepoint
62
Squarepoint
New York
$1.22M +$343K +6 +60%
Deutsche Bank
63
Deutsche Bank
Germany
$1.2M +$343K +6 +60%
Wolverine Trading
64
Wolverine Trading
Illinois
$1.16M +$800K +14 New
AQR Capital Management
65
AQR Capital Management
Connecticut
$1.12M +$858K +15 New
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$1.12M +$114K +2 +15%
LPL Financial
67
LPL Financial
California
$1.08M -$1.66M -29 -67%
BRWM
68
B. Riley Wealth Management
Tennessee
$1.04M +$800K +14 New
SEI Investments
69
SEI Investments
Pennsylvania
$1.03M -$686K -12 -46%
MIM
70
MetLife Investment Management
New Jersey
$1M +$172K +3 +30%
UBS Group
71
UBS Group
Switzerland
$978K -$114K -2 -13%
RJA
72
Raymond James & Associates
Florida
$952K +$343K +6 +86%
Citigroup
73
Citigroup
New York
$942K +$515K +9 +300%
Stifel Financial
74
Stifel Financial
Missouri
$886K +$686K +12 New
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$876K +$457K +8 +200%

WKHS Hedge Fund Activity: Q3 2020 in Review

145 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2020, worth a combined $1.01B — up 153% from $397M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new WKHS positions and 18 closed out — a net gain of 37 holders — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Arosa Capital Management, opening a new position worth an estimated $58.8M. The largest seller was First Manhattan, cutting an estimated $20.8M.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q3 2020, up from 108 in Q2 2020.
  • Funds reported $1.01B of Workhorse Group stock for Q3 2020, up 153% quarter-over-quarter.
  • 55 funds opened new Workhorse Group positions in Q3 2020 and 18 closed out, a net change of +37 holders.
  • The largest Workhorse Group buyer in Q3 2020 was Arosa Capital Management, an estimated $58.8M added.
  • The largest Workhorse Group seller in Q3 2020 was First Manhattan, an estimated $20.8M sold.

Based on aggregated 13F filings for Q3 2020.