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Workhorse Group

145 hedge funds and large institutions have $1.01B invested in Workhorse Group in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 18

153% more capital invested

Capital invested by funds: $397M → $1.01B (+$609M)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

34% more funds holding

Funds holding: 108145 (+37)

22% more call options, than puts

Call options by funds: $328M | Put options by funds: $270M

0% more ownership

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

Holders
145
Holders Change
+37
Holders Change %
+34.26%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
55
Increased
49
Reduced
31
Closed
18
Calls
$328M
Puts
$270M
Net Calls
+$58.6M
Net Calls Change
+$59.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
76
PEAK6 Investments
Illinois
$869K +$629K +11 New
MSL
77
Mackay Shields LLC
New York
$857K +$629K +11 New
Two Sigma Investments
78
Two Sigma Investments
New York
$852K +$629K +11 New
IMC Chicago
79
IMC Chicago
Illinois
$847K -$57.2K -1 -8%
JIP
80
Jaffetilchin Investment Partners
Florida
$843K -$57.2K -1 -8%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$831K +$114K +2 +22%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$805K +$229K +4 +57%
DekaBank Deutsche Girozentrale
83
DekaBank Deutsche Girozentrale
Germany
$787K +$572K +10 New
KAS
84
Kestra Advisory Services
Texas
$720K +$515K +9 New
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$687K +$114K +2 +29%
JIC
86
Johnson Investment Counsel
Ohio
$661K
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$656K +$172K +3 +50%
US Bancorp
88
US Bancorp
Minnesota
$575K +$400K +7 +700%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$565K +$114K +2 +40%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$560K +$343K +6 +600%
CS
91
Credit Suisse
Switzerland
$534K -$5.77M -101 -94%
SFA
92
Sequoia Financial Advisors
Ohio
$474K +$114K +2 +50%
Balyasny Asset Management
93
Balyasny Asset Management
Illinois
$474K +$343K +6 New
LFAS
94
Level Four Advisory Services
Texas
$469K
TC
95
Telemus Capital
Michigan
$460K +$114K +2 +40%
HighTower Advisors
96
HighTower Advisors
Illinois
$460K +$343K +6 New
GIA
97
Gladstone Institutional Advisory
Florida
$445K +$343K +6 New
GT
98
Glenmede Trust
Pennsylvania
$436K +$343K +6 New
RC
99
RegentAtlantic Capital
New Jersey
$416K +$286K +5 New
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$414K -$172K -3 -38%

WKHS Hedge Fund Activity: Q3 2020 in Review

145 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2020, worth a combined $1.01B — up 153% from $397M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new WKHS positions and 18 closed out — a net gain of 37 holders — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Arosa Capital Management, opening a new position worth an estimated $58.8M. The largest seller was First Manhattan, cutting an estimated $20.8M.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q3 2020, up from 108 in Q2 2020.
  • Funds reported $1.01B of Workhorse Group stock for Q3 2020, up 153% quarter-over-quarter.
  • 55 funds opened new Workhorse Group positions in Q3 2020 and 18 closed out, a net change of +37 holders.
  • The largest Workhorse Group buyer in Q3 2020 was Arosa Capital Management, an estimated $58.8M added.
  • The largest Workhorse Group seller in Q3 2020 was First Manhattan, an estimated $20.8M sold.

Based on aggregated 13F filings for Q3 2020.