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Workhorse Group

145 hedge funds and large institutions have $1.01B invested in Workhorse Group in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 18

153% more capital invested

Capital invested by funds: $397M → $1.01B (+$609M)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

34% more funds holding

Funds holding: 108145 (+37)

22% more call options, than puts

Call options by funds: $328M | Put options by funds: $270M

0% more ownership

Funds ownership: 0.01%0.01% (+0%)

Holders
145
Holders Change
+37
Holders Change %
+34.26%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
55
Increased
49
Reduced
31
Closed
18
Calls
$328M
Puts
$270M
Net Calls
+$58.6M
Net Calls Change
+$59.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$403K -$1.54M -27 -84%
SFI
102
Susquehanna Fundamental Investments
Pennsylvania
$402K
LNC
103
Lincoln National Corp
Pennsylvania
$398K +$286K +5 New
BCM
104
Bluefin Capital Management
New York
$392K
AWM
105
AE Wealth Management
Kansas
$327K +$229K +4 New
MC
106
Maverick Capital
Texas
$321K +$229K +4 New
UFM
107
Ursa Fund Management
California
$316K +$229K +4 New
PAA
108
Peregrine Asset Advisers
Oregon
$314K -$57.2K -1 -20%
ASN
109
Advisory Services Network
Georgia
$301K +$229K +4 New
BRWA
110
B. Riley Wealth Advisors
Florida
$294K -$57.2K -1 -20%
ProShare Advisors
111
ProShare Advisors
Maryland
$292K +$229K +4 New
KPWS
112
Kestra Private Wealth Services
Texas
$286K +$229K +4 New
CA
113
Cetera Advisors
Colorado
$282K +$229K +4 New
AIC
114
Ameritas Investment Company
Nebraska
$278K
NL
115
NWAM LLC
Washington
$278K +$229K +4 New
SWP
116
Stratos Wealth Partners
Ohio
$234K +$172K +3 New
CAN
117
Cetera Advisor Networks
California
$224K +$172K +3 New
WP
118
WMS Partners
Maryland
$221K -$515K -9 -75%
DZ Bank
119
DZ Bank
Germany
$215K +$172K +3 New
AB
120
Amalgamated Bank
New York
$206K +$172K +3 New
Legal & General Group
121
Legal & General Group
United Kingdom
$205K
FAM
122
Formidable Asset Management
Ohio
$204K -$800K -14 -82%
AIP
123
Ameritas Investment Partners
Nebraska
$203K +$57.2K +1 +50%
PP
124
Paloma Partners
Connecticut
$202K -$229K -4 -57%
BC
125
Birchview Capital
Vermont
$202K -$114K -2 -40%

WKHS Hedge Fund Activity: Q3 2020 in Review

145 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2020, worth a combined $1.01B — up 153% from $397M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new WKHS positions and 18 closed out — a net gain of 37 holders — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Arosa Capital Management, opening a new position worth an estimated $58.8M. The largest seller was First Manhattan, cutting an estimated $20.8M.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q3 2020, up from 108 in Q2 2020.
  • Funds reported $1.01B of Workhorse Group stock for Q3 2020, up 153% quarter-over-quarter.
  • 55 funds opened new Workhorse Group positions in Q3 2020 and 18 closed out, a net change of +37 holders.
  • The largest Workhorse Group buyer in Q3 2020 was Arosa Capital Management, an estimated $58.8M added.
  • The largest Workhorse Group seller in Q3 2020 was First Manhattan, an estimated $20.8M sold.

Based on aggregated 13F filings for Q3 2020.