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Workhorse Group
WKHS

60 hedge funds and large institutions have $3.78M invested in Workhorse Group in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

556% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $321K

0.08% more ownership

Funds ownership: 0.01% → 0.09% (+0.08%)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

49% less funds holding

Funds holding: 117 → 60 (-57)

72% less capital invested

Capital invested by funds: $13.3M → $3.78M (-$9.54M)

75% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 75

Holders
60
Holders Change
-57
Holders Change %
-48.72%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
12
Reduced
14
Closed
75
Calls
$2.1M
Puts
$321K
Net Calls
+$1.78M
Net Calls Change
+$1.47M

Top Buyers

Rank Fund Capital Flow
1
CC
Centiva Capital
New York
+$1.16M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$995K
3
Man Group
Man Group
United Kingdom
+$236K
4
SEI Investments
SEI Investments
Pennsylvania
+$154K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$130K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$2.03M
2
State Street
State Street
Massachusetts
-$597K
3
SAG
SageView Advisory Group
California
-$507K
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$410K
5
Deutsche Bank
Deutsche Bank
Germany
-$270K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
76
Continuum Advisory
Idaho
$28 – – –
KFS
77
Kelly Financial Services
Massachusetts
$25 – – –
FFA
78
Farther Finance Advisors
California
$23 – – –
HI
79
Harbour Investments
Wisconsin
$22 – – –
AWM
80
Avior Wealth Management
Nebraska
$18 – – –
CYG
81
Clean Yield Group
Vermont
$16 – – –
OPTFSNA
82
Old Point Trust & Financial Services N A
Virginia
$16 – – –
ME
83
McIlrath & Eck
Washington
$13 – – –
SPIA
84
Steward Partners Investment Advisory
New York
$13 – – –
HNB
85
Huntington National Bank
Ohio
$8 – – –
GI
86
Gradient Investments
Minnesota
$5 – – –
IRC
87
Investors Research Corp
Georgia
$5 – – –
MSG
88
Main Street Group
Virginia
$5 – – –
TWP
89
Triad Wealth Partners
Kansas
$5 – – –
AP
90
Atwood & Palmer
Missouri
$3 – – –
CSC
91
Caldwell Sutter Capital
California
$3 – – –
AFG
92
Albion Financial Group
Utah
$2 – – –
BLC
93
Brown, Lisle/Cummings
Rhode Island
$2 – – –
CA
94
Clearstead Advisors
Ohio
$2 – – –
VAG
95
VisionPoint Advisory Group
Texas
$2 – – –
WWP
96
WR Wealth Planners
Missouri
$2 – – –
EWA
97
EverSource Wealth Advisors
Alabama
$1 – – –
KA
98
Kozak & Associates
Colorado
$1 – – –
PBK
99
Peoples Bank (Kansas)
Kansas
$1 – – –
Deutsche Bank
100
Deutsche Bank
Germany
– -$270K -375 Closed
2 3
4
5 6

WKHS Hedge Fund Activity: Q2 2024 in Review

60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2024, worth a combined $3.78M — down 72% from $13.3M a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of WKHS and 19 opened new positions — a net loss of 56 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was Centiva Capital, opening a new position worth an estimated $1.16M. The largest seller was BlackRock, cutting an estimated $2.03M.

  • 60 institutional investors held Workhorse Group (WKHS) as of Q2 2024, down from 117 in Q1 2024.
  • Funds reported $3.78M of Workhorse Group stock for Q2 2024, down 72% quarter-over-quarter.
  • 19 funds opened new Workhorse Group positions in Q2 2024 and 75 closed out, a net change of -56 holders.
  • The largest Workhorse Group buyer in Q2 2024 was Centiva Capital, an estimated $1.16M added.
  • The largest Workhorse Group seller in Q2 2024 was BlackRock, an estimated $2.03M sold.

Based on aggregated 13F filings for Q2 2024.