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Workhorse Group
WKHS

154 hedge funds and large institutions have $361M invested in Workhorse Group in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $114M | Put options by funds: $111M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less ownership

Funds ownership: 0.01% → 0.01% (-0%)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

7% less funds holding

Funds holding: 166 → 154 (-12)

35% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 34

55% less capital invested

Capital invested by funds: $810M → $361M (-$449M)

Holders
154
Holders Change
-12
Holders Change %
-7.23%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
40
Reduced
43
Closed
34
Calls
$114M
Puts
$111M
Net Calls
+$3.43M
Net Calls Change
-$83.2M

Top Buyers

1
Invesco
Invesco
Georgia
+$11.6M
2
Goldman Sachs
Goldman Sachs
New York
+$7.29M
3
CS
Credit Suisse
Switzerland
+$6.32M
4
SC
Sculptor Capital
New York
+$6.02M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$11.8M
2
VCM
Valiant Capital Management
California
-$11M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$10.8M
4
TI
Think Investments
California
-$10.6M
5
Millennium Management
Millennium Management
New York
-$5.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
Parallax Volatility Advisers
76
Parallax Volatility Advisers
California
$273K +$363K +12 New
AA
77
Ancora Advisors
Ohio
$270K +$30.3K +1 +9%
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$269K +$212K +7 +140%
MIM
79
MetLife Investment Management
New Jersey
$264K -$90.8K -3 -20%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$258K -$484K -16 -59%
ASRS
81
Arizona State Retirement System
Arizona
$231K – – –
EGM
82
Engineers Gate Manager
New York
$231K +$303K +10 New
MML Investors Services
83
MML Investors Services
Massachusetts
$229K -$30.3K -1 -9%
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
$203K -$60.5K -2 -18%
SXL
85
Summit X LLC
Missouri
$200K – – –
LNC
86
Lincoln National Corp
Pennsylvania
$193K – – –
RJA
87
Raymond James & Associates
Florida
$192K -$182K -6 -43%
MC
88
Moors & Cabot
Massachusetts
$190K – – –
TSS
89
Two Sigma Securities
New York
$190K +$242K +8 New
CC
90
Cannell & Co
New York
$183K -$242K -8 -50%
CG
91
Clarus Group
Texas
$171K – – –
QT
92
Quantbot Technologies
New York
$159K +$212K +7 New
RJFSA
93
Raymond James Financial Services Advisors
Florida
$156K -$60.5K -2 -22%
JIC
94
Johnson Investment Counsel
Ohio
$156K – – –
GC
95
Guggenheim Capital
Illinois
$137K – – –
Teacher Retirement System of Texas
96
Teacher Retirement System of Texas
Texas
$134K +$30.3K +1 +20%
Handelsbanken Fonder
97
Handelsbanken Fonder
Sweden
$133K – – –
KBFS
98
Kohmann Bosshard Financial Services
Ohio
$130K – – –
ASN
99
Advisory Services Network
Georgia
$129K +$90.8K +3 +100%
XT
100
XTX Topco
Cayman Islands
$128K +$182K +6 New
2 3
4
5 6

WKHS Hedge Fund Activity: Q3 2021 in Review

154 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2021, worth a combined $361M — down 55% from $810M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of WKHS and 22 opened new positions — a net loss of 12 holders — while 43 trimmed existing stakes and 40 added.

The largest buyer was Invesco, adding an estimated $11.6M. The largest seller was Morgan Stanley, cutting an estimated $11.8M.

  • 154 institutional investors held Workhorse Group (WKHS) as of Q3 2021, down from 166 in Q2 2021.
  • Funds reported $361M of Workhorse Group stock for Q3 2021, down 55% quarter-over-quarter.
  • 22 funds opened new Workhorse Group positions in Q3 2021 and 34 closed out, a net change of -12 holders.
  • The largest Workhorse Group buyer in Q3 2021 was Invesco, an estimated $11.6M added.
  • The largest Workhorse Group seller in Q3 2021 was Morgan Stanley, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2021.