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Workhorse Group
WKHS

154 hedge funds and large institutions have $361M invested in Workhorse Group in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $114M | Put options by funds: $111M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less ownership

Funds ownership: 0.01% → 0.01% (-0%)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

7% less funds holding

Funds holding: 166 → 154 (-12)

35% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 34

55% less capital invested

Capital invested by funds: $810M → $361M (-$449M)

Holders
154
Holders Change
-12
Holders Change %
-7.23%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
40
Reduced
43
Closed
34
Calls
$114M
Puts
$111M
Net Calls
+$3.43M
Net Calls Change
-$83.2M

Top Buyers

1
Invesco
Invesco
Georgia
+$11.6M
2
Goldman Sachs
Goldman Sachs
New York
+$7.29M
3
CS
Credit Suisse
Switzerland
+$6.32M
4
SC
Sculptor Capital
New York
+$6.02M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$11.8M
2
VCM
Valiant Capital Management
California
-$11M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$10.8M
4
TI
Think Investments
California
-$10.6M
5
Millennium Management
Millennium Management
New York
-$5.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$574K -$90.8K -3 -11%
GAA
52
Green Alpha Advisors
Colorado
$572K +$60.5K +2 +9%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$549K -$90.8K -3 -11%
N
54
Natixis
France
$549K +$726K +24 New
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$538K +$696K +23 New
IMC Chicago
56
IMC Chicago
Illinois
$515K -$182K -6 -21%
AIG
57
American International Group
New York
$505K -$30.3K -1 -4%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$475K -$30.3K -1 -5%
PAG
59
Private Advisor Group
New Jersey
$450K +$212K +7 +54%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$448K -$333K -11 -35%
OR
61
Olympiad Research
Connecticut
$442K +$454K +15 +375%
VanEck Associates
62
VanEck Associates
New York
$422K -$30.3K -1 -5%
UMC
63
United Maritime Capital
New York
$415K +$30.3K +1 +6%
UBS Group
64
UBS Group
Switzerland
$410K -$90.8K -3 -14%
Citigroup
65
Citigroup
New York
$409K -$242K -8 -31%
AIC
66
Ameritas Investment Company
Nebraska
$401K +$60.5K +2 +13%
CA
67
Cetera Advisors
Colorado
$384K -$60.5K -2 -11%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$366K – – –
VOYA Investment Management
69
VOYA Investment Management
Georgia
$362K – – –
PFO
70
Pathstone Family Office
New Jersey
$360K +$60.5K +2 +14%
SSA
71
Schonfeld Strategic Advisors
New York
$326K +$121K +4 +40%
GAM
72
Gotham Asset Management
New York
$314K +$303K +10 +250%
MHP
73
Manatuck Hill Partners
Connecticut
$306K – – –
HIIFS
74
Harel Insurance Investments & Financial Services
Israel
$293K -$121K -4 -24%
KAS
75
Kestra Advisory Services
Texas
$277K +$90.8K +3 +33%
1 2
3
4 5

WKHS Hedge Fund Activity: Q3 2021 in Review

154 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2021, worth a combined $361M — down 55% from $810M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of WKHS and 22 opened new positions — a net loss of 12 holders — while 43 trimmed existing stakes and 40 added.

The largest buyer was Invesco, adding an estimated $11.6M. The largest seller was Morgan Stanley, cutting an estimated $11.8M.

  • 154 institutional investors held Workhorse Group (WKHS) as of Q3 2021, down from 166 in Q2 2021.
  • Funds reported $361M of Workhorse Group stock for Q3 2021, down 55% quarter-over-quarter.
  • 22 funds opened new Workhorse Group positions in Q3 2021 and 34 closed out, a net change of -12 holders.
  • The largest Workhorse Group buyer in Q3 2021 was Invesco, an estimated $11.6M added.
  • The largest Workhorse Group seller in Q3 2021 was Morgan Stanley, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2021.