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Workhorse Group
WKHS

166 hedge funds and large institutions have $810M invested in Workhorse Group in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $379M | Put options by funds: $293M

11% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 45

8% more capital invested

Capital invested by funds: $752M → $810M (+$57.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less ownership

Funds ownership: 0.01% → 0.01% (-0%)

9% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 45

2% less funds holding

Funds holding: 170 → 166 (-4)

Holders
166
Holders Change
-4
Holders Change %
-2.35%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
41
Increased
50
Reduced
45
Closed
45
Calls
$379M
Puts
$293M
Net Calls
+$86.7M
Net Calls Change
+$91.3M

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$18.6M
2
TI
Think Investments
California
+$17.9M
3
Morgan Stanley
Morgan Stanley
New York
+$17.3M
4
BlackRock
BlackRock
New York
+$15.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
AIM
ARK Investment Management
Florida
-$55.1M
2
RS
Robeco Schweiz
Switzerland
-$45.7M
3
PAG
Private Advisor Group
New Jersey
-$17.4M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$15M
5
NAMA
Nikko Asset Management Americas
New York
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
101
B. Riley Wealth Advisors
Florida
$309K – – –
CCB
102
Cutter & Co Brokerage
Missouri
$308K – – –
KFS
103
Kelly Financial Services
Massachusetts
$308K +$74.1K +2 New
CMI
104
Clare Market Investments
Texas
$298K +$222K +6 New
AB
105
Amalgamated Bank
New York
$297K +$222K +6 New
HH
106
Hilltop Holdings
Texas
$291K -$37K -1 -14%
Handelsbanken Fonder
107
Handelsbanken Fonder
Sweden
$289K – – –
KBFS
108
Kohmann Bosshard Financial Services
Ohio
$282K +$222K +6 New
CG
109
Clarus Group
Texas
$278K – – –
GC
110
Guggenheim Capital
Illinois
$277K -$148K -4 -40%
PFS
111
Prospera Financial Services
Texas
$261K – – –
Public Employees Retirement Association of Colorado
112
Public Employees Retirement Association of Colorado
Colorado
$258K – – –
Principal Financial Group
113
Principal Financial Group
Iowa
$245K +$185K +5 New
MWNA
114
Marshall Wace North America
New York
$239K +$185K +5 New
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$238K -$370K -10 -67%
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$237K -$74.1K -2 -29%
Creative Planning
117
Creative Planning
Kansas
$235K -$148K -4 -44%
CCMW
118
Cypress Capital Management (Wyoming)
Wyoming
$232K +$37K +1 +25%
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$231K +$37K +1 +25%
CSS
120
Cubist Systematic Strategies
Connecticut
$229K +$185K +5 New
OR
121
Olympiad Research
Connecticut
$219K +$148K +4 New
SHWM
122
Silicon Hills Wealth Management
Texas
$212K – – –
E
123
Ergoteles
New York
$211K +$148K +4 New
LFAS
124
Level Four Advisory Services
Texas
$208K – – –
Ameriprise
125
Ameriprise
Minnesota
$198K +$148K +4 New
3 4
5
6 7

WKHS Hedge Fund Activity: Q2 2021 in Review

166 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2021, worth a combined $810M — up 7.7% from $752M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of WKHS and 41 opened new positions — a net loss of 4 holders — while 45 trimmed existing stakes and 50 added.

The largest buyer was First Trust Advisors, adding an estimated $18.6M. The largest seller was ARK Investment Management, exiting entirely with an estimated $55.1M sold.

  • 166 institutional investors held Workhorse Group (WKHS) as of Q2 2021, down from 170 in Q1 2021.
  • Funds reported $810M of Workhorse Group stock for Q2 2021, up 7.7% quarter-over-quarter.
  • 41 funds opened new Workhorse Group positions in Q2 2021 and 45 closed out, a net change of -4 holders.
  • The largest Workhorse Group buyer in Q2 2021 was First Trust Advisors, an estimated $18.6M added.
  • The largest Workhorse Group seller in Q2 2021 was ARK Investment Management, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2021.