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Workhorse Group

144 hedge funds and large institutions have $134M invested in Workhorse Group in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $5.05M

0% less ownership

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

6% less funds holding

Funds holding: 154144 (-10)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

47% less capital invested

Capital invested by funds: $251M → $134M (-$117M)

Holders
144
Holders Change
-10
Holders Change %
-6.49%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
35
Reduced
47
Closed
25
Calls
$10.5M
Puts
$5.05M
Net Calls
+$5.43M
Net Calls Change
-$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$72K +$84.9K +9 New
SG Americas Securities
77
SG Americas Securities
New York
$72K +$84.9K +9 New
SF
78
SBK Financial
Virginia
$70K
NP
79
NorthRock Partners
Minnesota
$68K +$37.7K +4 +80%
UBS Group
80
UBS Group
Switzerland
$63K -$9.44K -1 -11%
LNC
81
Lincoln National Corp
Pennsylvania
$63K
Teacher Retirement System of Texas
82
Teacher Retirement System of Texas
Texas
$62K -$28.3K -3 -27%
Jane Street
83
Jane Street
New York
$60K -$84.9K -9 -53%
AB
84
Amalgamated Bank
New York
$60K +$18.9K +2 +33%
AWS
85
Atria Wealth Solutions
New York
$60K +$75.5K +8 New
CIM
86
CIM Investment Management
Pennsylvania
$59K
Janus Henderson Group
87
Janus Henderson Group
United Kingdom
$57K
Creative Planning
88
Creative Planning
Kansas
$57K +$18.9K +2 +40%
Principal Financial Group
89
Principal Financial Group
Iowa
$57K +$18.9K +2 +40%
CG
90
Clarus Group
Texas
$55K
JIC
91
Johnson Investment Counsel
Ohio
$53K
PAG
92
Private Advisor Group
New Jersey
$47K +$9.44K +1 +20%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$46K -$9.44K -1 -14%
RJA
94
Raymond James & Associates
Florida
$46K
AWM
95
AE Wealth Management
Kansas
$45K +$18.9K +2 +50%
KBFS
96
Kohmann Bosshard Financial Services
Ohio
$44K
ProShare Advisors
97
ProShare Advisors
Maryland
$43K -$47.2K -5 -50%
Squarepoint
98
Squarepoint
New York
$42K +$47.2K +5 New
Public Employees Retirement Association of Colorado
99
Public Employees Retirement Association of Colorado
Colorado
$41K
HAG
100
HighPoint Advisor Group
Illinois
$41K +$47.2K +5 New

WKHS Hedge Fund Activity: Q2 2022 in Review

144 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2022, worth a combined $134M — down 47% from $251M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WKHS and 18 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 35 added.

The largest buyer was State Street, adding an estimated $10.1M. The largest seller was Norges Bank, exiting entirely with an estimated $4.25M sold.

  • 144 institutional investors held Workhorse Group (WKHS) as of Q2 2022, down from 154 in Q1 2022.
  • Funds reported $134M of Workhorse Group stock for Q2 2022, down 47% quarter-over-quarter.
  • 18 funds opened new Workhorse Group positions in Q2 2022 and 25 closed out, a net change of -7 holders.
  • The largest Workhorse Group buyer in Q2 2022 was State Street, an estimated $10.1M added.
  • The largest Workhorse Group seller in Q2 2022 was Norges Bank, an estimated $4.25M sold.

Based on aggregated 13F filings for Q2 2022.