Workhorse Group
WKHS
170 hedge funds and large institutions have $752M invested in Workhorse Group in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 38 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 50
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more ownership
Funds ownership: 0.01% → 0.01% (+0%)
3% less call options, than puts
Call options by funds: $174M | Put options by funds: $179M
5% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 38
1% less funds holding
Funds holding: 172 → 170 (-2)
22% less capital invested
Capital invested by funds: $963M → $752M (-$210M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
+$95M |
| 2 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$51.5M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
+$29.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$25.1M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGAM
Seaport Global Asset Management
New York
|
-$54.9M |
| 2 |
Citigroup
New York
|
-$41.1M |
| 3 |
CC
Cannell & Co
New York
|
-$18.2M |
| 4 |
Bank of New York Mellon
New York
|
-$16.2M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$14.3M |
WKHS Hedge Fund Activity: Q1 2021 in Review
170 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2021, worth a combined $752M — down 22% from $963M a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of WKHS and 36 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 61 added.
The largest buyer was Robeco Schweiz, opening a new position worth an estimated $95M. The largest seller was Seaport Global Asset Management, cutting an estimated $54.9M.
- 170 institutional investors held Workhorse Group (WKHS) as of Q1 2021, down from 172 in Q4 2020.
- Funds reported $752M of Workhorse Group stock for Q1 2021, down 22% quarter-over-quarter.
- 36 funds opened new Workhorse Group positions in Q1 2021 and 38 closed out, a net change of -2 holders.
- The largest Workhorse Group buyer in Q1 2021 was Robeco Schweiz, an estimated $95M added.
- The largest Workhorse Group seller in Q1 2021 was Seaport Global Asset Management, an estimated $54.9M sold.
Based on aggregated 13F filings for Q1 2021.