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Workhorse Group
WKHS

112 hedge funds and large institutions have $19M invested in Workhorse Group in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $782K | Put options by funds: $292K

105% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 20

0% less ownership

Funds ownership: 0.01% → 0.01% (-0%)

8% less funds holding

Funds holding: 122 → 112 (-10)

14% less capital invested

Capital invested by funds: $22M → $19M (-$3.01M)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
112
Holders Change
-10
Holders Change %
-8.2%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
41
Reduced
20
Closed
26
Calls
$782K
Puts
$292K
Net Calls
+$490K
Net Calls Change
+$666K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$924K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$350K
3
BlackRock
BlackRock
New York
+$328K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$248K
5
JP Morgan Chase
JP Morgan Chase
New York
+$187K

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$2.23M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$508K
3
Rafferty Asset Management
Rafferty Asset Management
New York
-$324K
4
VF
Virtu Financial
New York
-$226K
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$130K
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
76
Estabrook Capital Management
New York
$5.4K – – –
PMEF
77
Point72 Middle East FZE
United Arab Emirates
$5.29K +$5.98K +5 New
AWS
78
Atria Wealth Solutions
New York
$5.25K -$2.39K -2 -29%
BCMLT
79
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.24K – – –
Fisher Asset Management
80
Fisher Asset Management
Washington
$5.18K +$5.98K +5 New
AB
81
Amalgamated Bank
New York
$5K – – –
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$5K – – –
LFAS
83
Level Four Advisory Services
Texas
$4.8K – – –
CF
84
Cantor Fitzgerald
New York
$4.61K – – –
Ameriprise
85
Ameriprise
Minnesota
$4.56K -$1.2K -1 -20%
C
86
Certuity
Florida
$4.54K – – –
MIA
87
MeadowBrook Investment Advisors
Michigan
$4.54K +$4.78K +4 New
AIP
88
Ameritas Investment Partners
Nebraska
$4.31K – – –
X
89
Xponance
Pennsylvania
$4.2K +$1.2K +1 +33%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$4K – – –
MML Investors Services
91
MML Investors Services
Massachusetts
$4K – – –
CIC
92
Carnegie Investment Counsel
Ohio
$3.96K – – –
RJFSA
93
Raymond James Financial Services Advisors
Florida
$3.94K – – –
IAG
94
Investment Advisory Group
Massachusetts
$3.65K – – –
SIAP
95
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.6K +$3.59K +3 New
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.5K -$1.2K -1 -25%
Walleye Trading
97
Walleye Trading
New York
$3.24K -$2.39K -2 -40%
HAG
98
HighPoint Advisor Group
Illinois
$3K +$4.78K +4 New
ASN
99
Advisory Services Network
Georgia
$1.98K -$4.78K -4 -67%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$1.85K – – –
2 3
4
5 6

WKHS Hedge Fund Activity: Q4 2023 in Review

112 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2023, worth a combined $19M — down 14% from $22M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of WKHS and 16 opened new positions — a net loss of 10 holders — while 20 trimmed existing stakes and 41 added.

The largest buyer was Morgan Stanley, adding an estimated $924K. The largest seller was State Street, cutting an estimated $2.23M.

  • 112 institutional investors held Workhorse Group (WKHS) as of Q4 2023, down from 122 in Q3 2023.
  • Funds reported $19M of Workhorse Group stock for Q4 2023, down 14% quarter-over-quarter.
  • 16 funds opened new Workhorse Group positions in Q4 2023 and 26 closed out, a net change of -10 holders.
  • The largest Workhorse Group buyer in Q4 2023 was Morgan Stanley, an estimated $924K added.
  • The largest Workhorse Group seller in Q4 2023 was State Street, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2023.