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Workhorse Group
WKHS

Overview Fund Activity

162 hedge funds and large institutions have $22M invested in Workhorse Group in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 22 closing their positions.

Holders
162
Holders Change
–
Holders Change %
0%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
41
Reduced
37
Closed
22
Calls
$270K
Puts
$446K
Net Calls
-$176K
Net Calls Change
-$99K

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.4M
2
State Street
2
State Street
Massachusetts
$4.14M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.9M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.76M
5
Charles Schwab
5
Charles Schwab
California
$669K

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
ECM
2
ExodusPoint Capital Management
New York
$0
3
Millennium Management
3
Millennium Management
New York
$105K
4
HF
4
HRT Financial
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$54.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
76
Johnson Investment Counsel
Ohio
$8.25K +$206 +2 +3%
ASN
77
Advisory Services Network
Georgia
$7.89K -$6.34K -61 -45%
DAS
78
Dynamic Advisor Solutions
Arizona
$7.5K +$7.5K +72 New
AWM
79
AE Wealth Management
Kansas
$7.38K -$1.04K -10 -12%
Dimensional Fund Advisors
80
Dimensional Fund Advisors
Texas
$7.33K – – –
KBFS
81
Kohmann Bosshard Financial Services
Ohio
$7.05K – – –
AB
82
Amalgamated Bank
New York
$7K – – –
PAG
83
Private Advisor Group
New Jersey
$6.63K +$1.14K +11 +21%
FAM
84
Formidable Asset Management
Ohio
$6.56K +$6.56K +63 New
Ameriprise
85
Ameriprise
Minnesota
$6.34K +$208 +2 +3%
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 -$25.9K -229 -81%
BPA
89
Beacon Pointe Advisors
California
$5.94K +$5.94K +57 New
Walleye Trading
90
Walleye Trading
New York
$5.83K -$2.81K -27 -33%
LFAS
91
Level Four Advisory Services
Texas
$5.53K – – –
Legal & General Group
92
Legal & General Group
United Kingdom
$5.41K -$1.66K -16 -24%
C
93
Certuity
Florida
$5.23K – – –
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$5K -$109 -1 -2%
AIP
95
Ameritas Investment Partners
Nebraska
$4.96K – – –
RJFSA
96
Raymond James Financial Services Advisors
Florida
$4.95K -$412 -4 -8%
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 +$820 +8 +21%
CF
100
Cantor Fitzgerald
New York
$4.36K +$4.36K +42 New
2 3
4
5 6