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Workhorse Group
WKHS

172 hedge funds and large institutions have $963M invested in Workhorse Group in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 58 increasing their positions, 34 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 28

71% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 34

19% more funds holding

Funds holding: 145 → 172 (+27)

0% more ownership

Funds ownership: 0.01% → 0.01% (+0%)

4% less capital invested

Capital invested by funds: $1.01B → $963M (-$44.1M)

12% less call options, than puts

Call options by funds: $198M | Put options by funds: $225M

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
172
Holders Change
+27
Holders Change %
+18.62%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
55
Increased
58
Reduced
34
Closed
28
Calls
$198M
Puts
$225M
Net Calls
-$27.1M
Net Calls Change
-$85.7M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$42.9M
2
PAG
Private Advisor Group
New Jersey
+$25.1M
3
AIM
ARK Investment Management
Florida
+$24.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$22.2M
5
Invesco
Invesco
Georgia
+$20M

Top Sellers

Rank Fund Capital Flow
1
ACM
Arosa Capital Management
Florida
-$55.6M
2
Bank of America
Bank of America
North Carolina
-$18M
3
CC
Cannell & Co
New York
-$6.89M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.37M
5
Simplex Trading
Simplex Trading
Illinois
-$6.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$897K +$585K +9 +150%
BCM
77
Bluefin Capital Management
New York
$875K +$976K +15 New
AQR Capital Management
78
AQR Capital Management
Connecticut
$804K -$65K -1 -7%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$803K +$195K +3 +27%
AIC
80
Ameritas Investment Company
Nebraska
$795K +$520K +8 +160%
MIM
81
MetLife Investment Management
New Jersey
$783K – – –
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$764K +$130K +2 +18%
HT
83
HAP Trading
New York
$706K +$780K +12 New
CG
84
Cutler Group
California
$681K -$455K -7 -39%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$678K +$130K +2 +22%
JIP
86
Jaffetilchin Investment Partners
Florida
$663K – – –
CG
87
Clarus Group
Texas
$644K +$390K +6 New
SM
88
Sciencast Management
New Jersey
$621K +$520K +8 New
ASRS
89
Arizona State Retirement System
Arizona
$593K +$650K +10 New
Rafferty Asset Management
90
Rafferty Asset Management
New York
$580K +$650K +10 New
JIC
91
Johnson Investment Counsel
Ohio
$542K – – –
CAN
92
Cetera Advisor Networks
California
$539K +$390K +6 +200%
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$538K – – –
GC
94
Guggenheim Capital
Illinois
$525K +$585K +9 New
ASN
95
Advisory Services Network
Georgia
$501K +$260K +4 +100%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$501K +$520K +8 New
Truist Financial
97
Truist Financial
North Carolina
$496K +$520K +8 New
PAM
98
Panagora Asset Management
Massachusetts
$471K +$520K +8 New
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$471K +$65K +1 +14%
PPA
100
Parametric Portfolio Associates
Washington
$452K -$1.24M -19 -70%
2 3
4
5 6

WKHS Hedge Fund Activity: Q4 2020 in Review

172 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2020, worth a combined $963M — down 4.4% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new WKHS positions and 28 closed out — a net gain of 27 holders — while 58 added to existing stakes and 34 trimmed.

The largest buyer was Citigroup, adding an estimated $42.9M. The largest seller was Arosa Capital Management, cutting an estimated $55.6M.

  • 172 institutional investors held Workhorse Group (WKHS) as of Q4 2020, up from 145 in Q3 2020.
  • Funds reported $963M of Workhorse Group stock for Q4 2020, down 4.4% quarter-over-quarter.
  • 55 funds opened new Workhorse Group positions in Q4 2020 and 28 closed out, a net change of +27 holders.
  • The largest Workhorse Group buyer in Q4 2020 was Citigroup, an estimated $42.9M added.
  • The largest Workhorse Group seller in Q4 2020 was Arosa Capital Management, an estimated $55.6M sold.

Based on aggregated 13F filings for Q4 2020.