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Workhorse Group

145 hedge funds and large institutions have $89.4M invested in Workhorse Group in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $6.03M | Put options by funds: $2.02M

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 145145 (0)

0% more ownership

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

41% less capital invested

Capital invested by funds: $151M → $89.4M (-$61.8M)

Holders
145
Holders Change
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
42
Reduced
37
Closed
21
Calls
$6.03M
Puts
$2.02M
Net Calls
+$4.01M
Net Calls Change
-$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$114K +$75.8K +11 +79%
AIG
52
American International Group
New York
$110K
Vontobel Holding
53
Vontobel Holding
Switzerland
$104K -$6.89K -1 -4%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$101K -$27.6K -4 -15%
VF
55
Virtu Financial
New York
$100K +$27.6K +4 +22%
VOYA Investment Management
56
VOYA Investment Management
Georgia
$93.9K
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87.4K
Group One Trading
58
Group One Trading
Illinois
$80.1K +$124K +18 New
Creative Planning
59
Creative Planning
Kansas
$77K +$55.1K +8 +89%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$72K +$6.89K +1 +7%
MIM
61
MetLife Investment Management
New Jersey
$71.3K -$68.9K -10 -38%
ASRS
62
Arizona State Retirement System
Arizona
$70.2K
PWPS
63
Pinnacle Wealth Planning Services
Ohio
$68.6K +$103K +15 New
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$68K +$27.6K +4 +36%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$67.6K +$103K +15 New
Verition Fund Management
66
Verition Fund Management
Connecticut
$67.2K +$75.8K +11 +275%
Barclays
67
Barclays
United Kingdom
$62.3K +$82.7K +12 +600%
Citigroup
68
Citigroup
New York
$62.2K -$6.89K -1 -7%
KAS
69
Kestra Advisory Services
Texas
$59.9K -$6.89K -1 -7%
Allspring Global Investments
70
Allspring Global Investments
North Carolina
$59.3K +$27.6K +4 +44%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$56.4K +$68.9K +10 +500%
HighTower Advisors
72
HighTower Advisors
Illinois
$56K
TSS
73
Two Sigma Securities
New York
$54.8K +$55.1K +8 +200%
HIIFS
74
Harel Insurance Investments & Financial Services
Israel
$50K
Ameriprise
75
Ameriprise
Minnesota
$49K -$20.7K -3 -21%

WKHS Hedge Fund Activity: Q4 2022 in Review

145 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2022, worth a combined $89.4M — down 41% from $151M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WKHS positions and 21 closed out — a net gain of 2 holders — while 42 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $2.71M. The largest seller was Susquehanna International Group, cutting an estimated $1.79M.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $89.4M of Workhorse Group stock for Q4 2022, down 41% quarter-over-quarter.
  • 23 funds opened new Workhorse Group positions in Q4 2022 and 21 closed out, a net change of +2 holders.
  • The largest Workhorse Group buyer in Q4 2022 was BlackRock, an estimated $2.71M added.
  • The largest Workhorse Group seller in Q4 2022 was Susquehanna International Group, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2022.