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Workhorse Group
WKHS

112 hedge funds and large institutions have $19M invested in Workhorse Group in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $782K | Put options by funds: $292K

105% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 20

0% less ownership

Funds ownership: 0.01% → 0.01% (-0%)

8% less funds holding

Funds holding: 122 → 112 (-10)

14% less capital invested

Capital invested by funds: $22M → $19M (-$3.01M)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
112
Holders Change
-10
Holders Change %
-8.2%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
41
Reduced
20
Closed
26
Calls
$782K
Puts
$292K
Net Calls
+$490K
Net Calls Change
+$666K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$924K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$350K
3
BlackRock
BlackRock
New York
+$328K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$248K
5
JP Morgan Chase
JP Morgan Chase
New York
+$187K

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$2.23M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$508K
3
Rafferty Asset Management
Rafferty Asset Management
New York
-$324K
4
VF
Virtu Financial
New York
-$226K
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$130K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
51
Legacy Wealth Asset Management
Minnesota
$14.4K – – –
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$14K -$2.39K -2 -13%
ProShare Advisors
53
ProShare Advisors
Maryland
$12.3K +$3.59K +3 +38%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$12.2K -$2.39K -2 -15%
Mariner
55
Mariner
Kansas
$11.5K -$12K -10 -48%
GWM
56
Greenwich Wealth Management
Connecticut
$11K – – –
PCA
57
Prospect Capital Advisors
California
$10.8K +$12K +10 New
TRCT
58
Tower Research Capital (TRC)
New York
$9.86K +$1.2K +1 +13%
KAS
59
Kestra Advisory Services
Texas
$9.83K -$7.17K -6 -40%
RGF
60
Retirement Guys Formula
Ohio
$8.95K +$9.57K +8 New
Principal Financial Group
61
Principal Financial Group
Iowa
$8.72K – – –
Neuberger Berman Group
62
Neuberger Berman Group
New York
$8.56K -$3.59K -3 -27%
BPA
63
Beacon Pointe Advisors
California
$8.24K +$3.59K +3 +60%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$7.42K -$10.8K -9 -56%
PFS
65
Prospera Financial Services
Texas
$7.35K – – –
JIC
66
Johnson Investment Counsel
Ohio
$7.17K – – –
PAG
67
Private Advisor Group
New Jersey
$7.02K +$2.39K +2 +40%
GL
68
Gerber LLC
Ohio
$6.66K +$7.17K +6 New
Legal & General Group
69
Legal & General Group
United Kingdom
$6.57K +$2.39K +2 +50%
Dimensional Fund Advisors
70
Dimensional Fund Advisors
Texas
$6.37K – – –
DAS
71
Dynamic Advisor Solutions
Arizona
$6.36K – – –
HWM
72
HFG Wealth Management
Texas
$6.17K +$7.17K +6 New
KBFS
73
Kohmann Bosshard Financial Services
Ohio
$6.12K – – –
AWM
74
AE Wealth Management
Kansas
$5.74K +$1.2K +1 +17%
FAM
75
Formidable Asset Management
Ohio
$5.7K – – –
1 2
3
4 5

WKHS Hedge Fund Activity: Q4 2023 in Review

112 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2023, worth a combined $19M — down 14% from $22M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of WKHS and 16 opened new positions — a net loss of 10 holders — while 20 trimmed existing stakes and 41 added.

The largest buyer was Morgan Stanley, adding an estimated $924K. The largest seller was State Street, cutting an estimated $2.23M.

  • 112 institutional investors held Workhorse Group (WKHS) as of Q4 2023, down from 122 in Q3 2023.
  • Funds reported $19M of Workhorse Group stock for Q4 2023, down 14% quarter-over-quarter.
  • 16 funds opened new Workhorse Group positions in Q4 2023 and 26 closed out, a net change of -10 holders.
  • The largest Workhorse Group buyer in Q4 2023 was Morgan Stanley, an estimated $924K added.
  • The largest Workhorse Group seller in Q4 2023 was State Street, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2023.