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Workhorse Group

172 hedge funds and large institutions have $963M invested in Workhorse Group in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 58 increasing their positions, 34 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $1.01B → $963M (-$44.1M)

12% less call options, than puts

Call options by funds: $198M | Put options by funds: $225M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
172
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$198M
Puts
$225M
Net Calls
Net Calls Change

Top Buyers

1 +$39.1M
2 +$22.9M
3 +$22.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$20.3M
5
Invesco
Invesco
Georgia
+$18.2M

Top Sellers

1 -$50.6M
2 -$16.4M
3 -$6.29M
4
Simplex Trading
Simplex Trading
Illinois
-$6.17M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.82M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$2.05M
52
$2.04M
53
$1.97M
54
$1.89M
55
$1.69M
56
$1.67M
57
$1.63M
58
$1.57M
59
$1.5M
60
$1.35M
61
$1.32M
62
$1.32M
63
$1.29M
64
$1.19M
65
$1.16M
66
$1.08M
67
$1.07M
68
$1.07M
69
$1.03M
70
$1.02M
71
$1.01M
72
$992K
73
$989K
74
$925K
75
$906K