We are live on ! Find out more
WKHS icon

Workhorse Group

117 hedge funds and large institutions have $13.3M invested in Workhorse Group in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $446K | Put options by funds: $128K

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

4% more funds holding

Funds holding: 112117 (+5)

0% less ownership

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

30% less capital invested

Capital invested by funds: $19M → $13.3M (-$5.69M)

Holders
117
Holders Change
+5
Holders Change %
+4.46%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
32
Reduced
21
Closed
17
Calls
$446K
Puts
$128K
Net Calls
+$318K
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
51
Legacy Wealth Asset Management
Minnesota
$9.38K
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$9K -$862 -1 -8%
RGF
53
Retirement Guys Formula
Ohio
$8.12K +$3.45K +4 +50%
HSA
54
HBK Sorce Advisory
Pennsylvania
$7.32K +$8.63K +10 New
AHL
55
Abel Hall LLC
Louisiana
$7.18K +$8.63K +10 New
TSS
56
Two Sigma Securities
New York
$6.99K -$12.1K -14 -58%
KAS
57
Kestra Advisory Services
Texas
$6.95K +$862 +1 +11%
DAS
58
Dynamic Advisor Solutions
Arizona
$6.59K +$2.59K +3 +50%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$6.08K -$1.73K -2 -18%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$6.07K +$7.76K +9 New
GWM
61
Greenwich Wealth Management
Connecticut
$6K -$862 -1 -10%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$5.93K -$17.2K -20 -71%
Principal Financial Group
63
Principal Financial Group
Iowa
$5.68K
PAG
64
Private Advisor Group
New Jersey
$5.44K +$862 +1 +14%
PFS
65
Prospera Financial Services
Texas
$5.41K +$862 +1 +14%
BPA
66
Beacon Pointe Advisors
California
$5.29K
LFAS
67
Level Four Advisory Services
Texas
$4.8K
JIC
68
Johnson Investment Counsel
Ohio
$4.7K
HWM
69
HFG Wealth Management
Texas
$4.49K
Legal & General Group
70
Legal & General Group
United Kingdom
$4.28K
Dimensional Fund Advisors
71
Dimensional Fund Advisors
Texas
$4.15K
PI
72
PFG Investments
New York
$4.11K +$5.17K +6 New
KBFS
73
Kohmann Bosshard Financial Services
Ohio
$3.99K
PCMC
74
Private Capital Management (Colorado)
Colorado
$3.9K +$5.17K +6 New
FAM
75
Formidable Asset Management
Ohio
$3.71K