We are live on ! Find out more
WKHS icon

Workhorse Group
WKHS

145 hedge funds and large institutions have $151M invested in Workhorse Group in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $4.6M

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

13% more capital invested

Capital invested by funds: $134M → $151M (+$17.6M)

1% more funds holding

Funds holding: 144 → 145 (+1)

0% more ownership

Funds ownership: 0.01% → 0.01% (+0%)

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
31
Closed
13
Calls
$12.3M
Puts
$4.6M
Net Calls
+$7.74M
Net Calls Change
+$2.31M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.99M
2
Invesco
Invesco
Georgia
+$1.51M
3
Bank of America
Bank of America
North Carolina
+$1.02M
4
Goldman Sachs
Goldman Sachs
New York
+$923K
5
BlackRock
BlackRock
New York
+$904K

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$1.96M
2
CSS
Cubist Systematic Strategies
Connecticut
-$1.15M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$702K
4
EGM
Engineers Gate Manager
New York
-$690K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
NP
76
NorthRock Partners
Minnesota
$79K – – –
SF
77
SBK Financial
Virginia
$78K – – –
Allspring Global Investments
78
Allspring Global Investments
North Carolina
$75K +$58.3K +6 +200%
Creative Planning
79
Creative Planning
Kansas
$74K +$19.4K +2 +29%
GWM
80
Greenwich Wealth Management
Connecticut
$73K +$87.5K +9 New
LNC
81
Lincoln National Corp
Pennsylvania
$71K – – –
AB
82
Amalgamated Bank
New York
$69K – – –
Teacher Retirement System of Texas
83
Teacher Retirement System of Texas
Texas
$68K – – –
Squarepoint
84
Squarepoint
New York
$67K +$29.2K +3 +60%
BCM
85
Bayesian Capital Management
New York
$65K -$272K -28 -78%
CIM
86
CIM Investment Management
Pennsylvania
$65K – – –
AWS
87
Atria Wealth Solutions
New York
$61.9K -$9.72K -1 -13%
TRCT
88
Tower Research Capital (TRC)
New York
$61K +$38.9K +4 +133%
CG
89
Clarus Group
Texas
$60K – – –
Principal Financial Group
90
Principal Financial Group
Iowa
$60K – – –
RC
91
RegentAtlantic Capital
New Jersey
$60K +$29.2K +3 +75%
UBS Group
92
UBS Group
Switzerland
$59K -$9.72K -1 -13%
JIC
93
Johnson Investment Counsel
Ohio
$59K – – –
IWN
94
Independent Wealth Network
Iowa
$57K +$68K +7 New
KBFS
95
Kohmann Bosshard Financial Services
Ohio
$49K – – –
AWM
96
AE Wealth Management
Kansas
$48K – – –
ProShare Advisors
97
ProShare Advisors
Maryland
$48K +$9.72K +1 +20%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$47K – – –
Mariner
99
Mariner
Kansas
$47K +$48.6K +5 New
PAG
100
Private Advisor Group
New Jersey
$46K -$9.72K -1 -17%
2 3
4
5 6

WKHS Hedge Fund Activity: Q3 2022 in Review

145 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2022, worth a combined $151M — up 13% from $134M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WKHS positions and 13 closed out — a net gain of 2 holders — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.99M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $1.96M sold.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q3 2022, up from 144 in Q2 2022.
  • Funds reported $151M of Workhorse Group stock for Q3 2022, up 13% quarter-over-quarter.
  • 15 funds opened new Workhorse Group positions in Q3 2022 and 13 closed out, a net change of +2 holders.
  • The largest Workhorse Group buyer in Q3 2022 was Vanguard Group, an estimated $1.99M added.
  • The largest Workhorse Group seller in Q3 2022 was Two Sigma Investments, an estimated $1.96M sold.

Based on aggregated 13F filings for Q3 2022.