WKHS icon

Workhorse Group
WKHS

Overview Fund Activity

151 hedge funds and large institutions have $13.3M invested in Workhorse Group in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-3
Holders Change %
-1.95%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
42
Reduced
28
Closed
26
Calls
$446K
Puts
$128K
Net Calls
+$318K
Net Calls Change
-$172K

Top Buyers

1
SAG
1
SageView Advisory Group
California
$507K
2
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$483K
3
BlackRock
3
BlackRock
New York
$3.69M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.3M
5
Swedbank
5
Swedbank
Sweden
$303K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$199K
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$333K
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$20.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
76
Estabrook Capital Management
New York
$3.52K – – –
DLA
77
Douglas Lane & Associates
New York
$3.48K +$3.48K +59 New
AWS
78
Atria Wealth Solutions
New York
$3.37K -$59 -1 -2%
SG
79
StoneX Group
New York
$3.17K +$3.17K +54 New
RW
80
Rockport Wealth
Ohio
$3.1K +$3.1K +53 New
CF
81
Cantor Fitzgerald
New York
$3.01K – – –
TI
82
Tidal Investments
Wisconsin
$3K +$3K +51 New
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$3K – – –
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$3K +$300 +5 +11%
SG Americas Securities
85
SG Americas Securities
New York
$3K +$3K +52 New
BCMLT
86
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.97K – – –
MIA
87
MeadowBrook Investment Advisors
Michigan
$2.96K – – –
Ameriprise
88
Ameriprise
Minnesota
$2.88K -$118 -2 -4%
AIP
89
Ameritas Investment Partners
Nebraska
$2.81K – – –
X
90
Xponance
Pennsylvania
$2.74K – – –
FAFN
91
First Affirmative Financial Network
Colorado
$2.58K +$2.58K +44 New
CIC
92
Carnegie Investment Counsel
Ohio
$2.58K – – –
RJFSA
93
Raymond James Financial Services Advisors
Florida
$2.56K – – –
FCP
94
Fidelis Capital Partners
Florida
$2.53K +$2.53K +43 New
9WM
95
9258 Wealth Management
Ohio
$2.44K +$2.44K +42 New
IAG
96
Investment Advisory Group
Massachusetts
$2.38K – – –
Walleye Trading
97
Walleye Trading
New York
$2.35K +$235 +4 +11%
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.34K +$58 +1 +3%
Citadel Advisors
99
Citadel Advisors
Florida
$2.2K +$2.2K +37 New
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$2K -$10.8K -243 -84%
2 3
4
5 6