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Workhorse Group
WKHS

Overview Fund Activity

169 hedge funds and large institutions have $18.9M invested in Workhorse Group in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 32 closing their positions.

Holders
169
Holders Change
-7
Holders Change %
-3.98%
% of All Funds
2.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
52
Reduced
33
Closed
32
Calls
$782K
Puts
$292K
Net Calls
+$490K
Net Calls Change
+$666K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.12M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$776K
3
BlackRock
3
BlackRock
New York
$4.98M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.75M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$216K

Top Sellers

1
State Street
1
State Street
Massachusetts
$1.58M
2
Mitsubishi UFJ Asset Management
2
Mitsubishi UFJ Asset Management
Japan
$0
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$0
4
VF
4
Virtu Financial
New York
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$14K 38,831 -5,769 -13%
ProShare Advisors
52
ProShare Advisors
Maryland
$12.3K 34,171 +11,381 +50%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$12.2K 33,982 -4,725 -12%
Mariner
54
Mariner
Kansas
$11.5K 31,889 -29,893 -48%
GWM
55
Greenwich Wealth Management
Connecticut
$11K 31,447 – –
PCA
56
Prospect Capital Advisors
California
$10.8K 30,000 +30,000 New
TRCT
57
Tower Research Capital (TRC)
New York
$9.86K 27,400 +4,266 +18%
KAS
58
Kestra Advisory Services
Texas
$9.83K 27,308 -18,340 -40%
RGF
59
Retirement Guys Formula
Ohio
$8.95K 24,850 +24,850 New
Principal Financial Group
60
Principal Financial Group
Iowa
$8.72K 24,231 – –
Neuberger Berman Group
61
Neuberger Berman Group
New York
$8.56K 23,772 -8,785 -27%
BPA
62
Beacon Pointe Advisors
California
$8.24K 22,895 +8,565 +60%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$7.42K 20,615 -28,871 -58%
PFS
64
Prospera Financial Services
Texas
$7.35K 20,405 – –
JIC
65
Johnson Investment Counsel
Ohio
$7.17K 19,902 – –
PAG
66
Private Advisor Group
New Jersey
$7.02K 19,505 +3,504 +22%
GL
67
Gerber LLC
Ohio
$6.66K 18,490 +18,490 New
Legal & General Group
68
Legal & General Group
United Kingdom
$6.57K 18,237 +5,189 +40%
Dimensional Fund Advisors
69
Dimensional Fund Advisors
Texas
$6.37K 17,692 – –
DAS
70
Dynamic Advisor Solutions
Arizona
$6.36K 18,100 – –
HWM
71
HFG Wealth Management
Texas
$6.17K 17,137 +17,137 New
KBFS
72
Kohmann Bosshard Financial Services
Ohio
$6.12K 17,000 – –
AWM
73
AE Wealth Management
Kansas
$5.74K 20,288 +2,490 +14%
FAM
74
Formidable Asset Management
Ohio
$5.7K 15,825 – –
ECM
75
Estabrook Capital Management
New York
$5.4K 15,000 – –
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