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Workhorse Group
WKHS

Overview Fund Activity

151 hedge funds and large institutions have $13.3M invested in Workhorse Group in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 26 closing their positions.

Holders
151
Holders Change
-3
Holders Change %
-1.95%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
42
Reduced
28
Closed
26
Calls
$446K
Puts
$128K
Net Calls
+$318K
Net Calls Change
-$172K

Top Buyers

1
SAG
1
SageView Advisory Group
California
$507K
2
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$483K
3
BlackRock
3
BlackRock
New York
$3.69M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.3M
5
Swedbank
5
Swedbank
Sweden
$303K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$199K
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$333K
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$20.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$9K -$621 -10 -6%
RGF
52
Retirement Guys Formula
Ohio
$8.12K +$2.29K +39 +39%
HSA
53
HBK Sorce Advisory
Pennsylvania
$7.32K +$7.32K +125 New
AHL
54
Abel Hall LLC
Louisiana
$7.18K +$7.18K +122 New
TSS
55
Two Sigma Securities
New York
$6.99K -$9.82K -167 -58%
KAS
56
Kestra Advisory Services
Texas
$6.95K +$584 +10 +9%
DAS
57
Dynamic Advisor Solutions
Arizona
$6.59K +$2.35K +40 +56%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$6.08K -$1.87K -32 -24%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$6.07K +$6.07K +104 New
GWM
60
Greenwich Wealth Management
Connecticut
$6K -$1.27K -22 -17%
VOYA Investment Management
61
VOYA Investment Management
Georgia
$5.93K -$13.8K -235 -70%
Principal Financial Group
62
Principal Financial Group
Iowa
$5.69K – – –
PAG
63
Private Advisor Group
New Jersey
$5.44K +$877 +15 +19%
PFS
64
Prospera Financial Services
Texas
$5.41K +$588 +10 +12%
BPA
65
Beacon Pointe Advisors
California
$5.29K -$118 -2 -2%
LFAS
66
Level Four Advisory Services
Texas
$4.8K – – –
JIC
67
Johnson Investment Counsel
Ohio
$4.7K – – –
HWM
68
HFG Wealth Management
Texas
$4.49K +$466 +8 +12%
Legal & General Group
69
Legal & General Group
United Kingdom
$4.28K – – –
Dimensional Fund Advisors
70
Dimensional Fund Advisors
Texas
$4.15K – – –
PI
71
PFG Investments
New York
$4.11K +$4.11K +70 New
KBFS
72
Kohmann Bosshard Financial Services
Ohio
$3.99K – – –
PCMC
73
Private Capital Management (Colorado)
Colorado
$3.9K +$3.9K +66 New
FAM
74
Formidable Asset Management
Ohio
$3.71K – – –
EI
75
Ethic Inc
New York
$3.58K +$3.58K +61 New
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3
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