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Workhorse Group
WKHS

108 hedge funds and large institutions have $397M invested in Workhorse Group in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,291% more capital invested

Capital invested by funds: $28.6M → $397M (+$369M)

313% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 15

77% more funds holding

Funds holding: 61 → 108 (+47)

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

0% more ownership

Funds ownership: 0.01% → 0.01% (+0%)

1% less call options, than puts

Call options by funds: $152M | Put options by funds: $153M

Holders
108
Holders Change
+47
Holders Change %
+77.05%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
62
Increased
20
Reduced
15
Closed
15
Calls
$152M
Puts
$153M
Net Calls
-$1.18M
Net Calls Change
-$1.51M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$11.1M
2
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$3.78M
3
State Street
State Street
Massachusetts
+$3.61M
4
Invesco
Invesco
Georgia
+$2.48M
5
Northern Trust
Northern Trust
Illinois
+$2.14M

Top Sellers

Rank Fund Capital Flow
1
ACM
Arosa Capital Management
Florida
-$7.32M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.81M
3
Millennium Management
Millennium Management
New York
-$1.63M
4
First Manhattan
First Manhattan
New York
-$1.31M
5
CCB
Cutter & Co Brokerage
Missouri
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
76
Ameritas Investment Company
Nebraska
$278K +$32.5K +3 +150%
SFI
77
Susquehanna Fundamental Investments
Pennsylvania
$277K +$54.2K +5 New
RJFSA
78
Raymond James Financial Services Advisors
Florida
$269K +$54.2K +5 New
PAA
79
Peregrine Asset Advisers
Oregon
$265K +$54.2K +5 New
BC
80
Birchview Capital
Vermont
$261K -$32.5K -3 -38%
WS
81
Wedbush Securities
California
$252K +$54.2K +5 New
Simplex Trading
82
Simplex Trading
Illinois
$248K +$43.4K +4 +400%
GAM
83
Gotham Asset Management
New York
$226K – – –
FTC
84
Farmers Trust Company
Ohio
$223K +$43.4K +4 New
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$219K +$43.4K +4 New
D.E. Shaw & Co
86
D.E. Shaw & Co
New York
$217K +$43.4K +4 New
TC
87
Telemus Capital
Michigan
$213K – – –
IAIM
88
International Assets Investment Management
Florida
$207K +$43.4K +4 New
Tudor Investment Corp
89
Tudor Investment Corp
Connecticut
$193K +$43.4K +4 New
SFA
90
Sequoia Financial Advisors
Ohio
$186K +$43.4K +4 New
BCA
91
Bay Colony Advisors
Massachusetts
$174K +$32.5K +3 New
Citigroup
92
Citigroup
New York
$153K -$32.5K -3 -50%
Legal & General Group
93
Legal & General Group
United Kingdom
$140K +$32.5K +3 New
TRCT
94
Tower Research Capital (TRC)
New York
$108K +$21.7K +2 New
PAG
95
Private Advisor Group
New Jersey
$102K +$21.7K +2 New
AIP
96
Ameritas Investment Partners
Nebraska
$97K +$21.7K +2 New
EWM
97
Edge Wealth Management
New York
$87K +$21.7K +2 New
APA
98
American Portfolios Advisors
New York
$62.6K – – –
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$52K – – –
TCM
100
TD Capital Management
Tennessee
$52K – – –
2 3
4
5 6

WKHS Hedge Fund Activity: Q2 2020 in Review

108 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2020, worth a combined $397M — up 1,291% from $28.6M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new WKHS positions and 15 closed out — a net gain of 47 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, adding an estimated $11.1M. The largest seller was Arosa Capital Management, exiting entirely with an estimated $7.32M sold.

  • 108 institutional investors held Workhorse Group (WKHS) as of Q2 2020, up from 61 in Q1 2020.
  • Funds reported $397M of Workhorse Group stock for Q2 2020, up 1,291% quarter-over-quarter.
  • 62 funds opened new Workhorse Group positions in Q2 2020 and 15 closed out, a net change of +47 holders.
  • The largest Workhorse Group buyer in Q2 2020 was BlackRock, an estimated $11.1M added.
  • The largest Workhorse Group seller in Q2 2020 was Arosa Capital Management, an estimated $7.32M sold.

Based on aggregated 13F filings for Q2 2020.