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Workhorse Group
WKHS

122 hedge funds and large institutions have $22M invested in Workhorse Group in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

0% less ownership

Funds ownership: 0.01% → 0.01% (-0%)

5% less funds holding

Funds holding: 128 → 122 (-6)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

39% less call options, than puts

Call options by funds: $270K | Put options by funds: $446K

53% less capital invested

Capital invested by funds: $46.4M → $22M (-$24.4M)

Holders
122
Holders Change
-6
Holders Change %
-4.69%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
37
Reduced
31
Closed
23
Calls
$270K
Puts
$446K
Net Calls
-$176K
Net Calls Change
-$99K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$751K
2
State Street
State Street
Massachusetts
+$615K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$604K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$589K
5
Charles Schwab
Charles Schwab
California
+$458K

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$912K
2
ECM
ExodusPoint Capital Management
New York
-$704K
3
Millennium Management
Millennium Management
New York
-$607K
4
JP Morgan Chase
JP Morgan Chase
New York
-$414K
5
Jane Street
Jane Street
New York
-$347K
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
76
Johnson Investment Counsel
Ohio
$8.25K +$2.57K +1 +17%
ASN
77
Advisory Services Network
Georgia
$7.89K -$12.9K -5 -45%
DAS
78
Dynamic Advisor Solutions
Arizona
$7.5K +$15.4K +6 New
AWM
79
AE Wealth Management
Kansas
$7.38K -$2.57K -1 -14%
Dimensional Fund Advisors
80
Dimensional Fund Advisors
Texas
$7.33K – – –
KBFS
81
Kohmann Bosshard Financial Services
Ohio
$7.04K – – –
AB
82
Amalgamated Bank
New York
$7K – – –
PAG
83
Private Advisor Group
New Jersey
$6.63K +$2.57K +1 +25%
FAM
84
Formidable Asset Management
Ohio
$6.56K +$12.9K +5 New
Ameriprise
85
Ameriprise
Minnesota
$6.34K – – –
ECM
86
Estabrook Capital Management
New York
$6.22K – – –
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$6K – – –
AAS
88
Ameritas Advisory Services
Nebraska
$5.98K -$48.9K -19 -83%
BPA
89
Beacon Pointe Advisors
California
$5.94K +$12.9K +5 New
Walleye Trading
90
Walleye Trading
New York
$5.83K -$5.14K -2 -29%
LFAS
91
Level Four Advisory Services
Texas
$5.53K – – –
Legal & General Group
92
Legal & General Group
United Kingdom
$5.41K -$5.14K -2 -33%
C
93
Certuity
Florida
$5.23K – – –
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$5K – – –
AIP
95
Ameritas Investment Partners
Nebraska
$4.96K – – –
RJFSA
96
Raymond James Financial Services Advisors
Florida
$4.95K – – –
CG
97
Clarus Group
Texas
$4.92K – – –
CIC
98
Carnegie Investment Counsel
Ohio
$4.86K – – –
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.82K +$2.57K +1 +33%
MG
100
Marex Group
$4.82K – – –
2 3
4
5 6

WKHS Hedge Fund Activity: Q3 2023 in Review

122 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2023, worth a combined $22M — down 53% from $46.4M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of WKHS and 17 opened new positions — a net loss of 6 holders — while 31 trimmed existing stakes and 37 added.

The largest buyer was BlackRock, adding an estimated $751K. The largest seller was First Trust Advisors, exiting entirely with an estimated $912K sold.

  • 122 institutional investors held Workhorse Group (WKHS) as of Q3 2023, down from 128 in Q2 2023.
  • Funds reported $22M of Workhorse Group stock for Q3 2023, down 53% quarter-over-quarter.
  • 17 funds opened new Workhorse Group positions in Q3 2023 and 23 closed out, a net change of -6 holders.
  • The largest Workhorse Group buyer in Q3 2023 was BlackRock, an estimated $751K added.
  • The largest Workhorse Group seller in Q3 2023 was First Trust Advisors, an estimated $912K sold.

Based on aggregated 13F filings for Q3 2023.