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Workhorse Group
WKHS

154 hedge funds and large institutions have $361M invested in Workhorse Group in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $114M | Put options by funds: $111M

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%)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

7% less funds holding

Funds holding: 166 → 154 (-12)

35% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 34

55% less capital invested

Capital invested by funds: $810M → $361M (-$449M)

Holders
154
Holders Change
-12
Holders Change %
-7.23%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
40
Reduced
43
Closed
34
Calls
$114M
Puts
$111M
Net Calls
+$3.43M
Net Calls Change
-$83.2M

Top Buyers

1
Invesco
Invesco
Georgia
+$11.6M
2
Goldman Sachs
Goldman Sachs
New York
+$7.29M
3
CS
Credit Suisse
Switzerland
+$6.32M
4
SC
Sculptor Capital
New York
+$6.02M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$11.8M
2
VCM
Valiant Capital Management
California
-$11M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$10.8M
4
TI
Think Investments
California
-$10.6M
5
Millennium Management
Millennium Management
New York
-$5.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
101
Amalgamated Bank
New York
$127K – – –
VIA
102
Vident Investment Advisory
Georgia
$125K +$151K +5 New
CAN
103
Cetera Advisor Networks
California
$123K +$151K +5 New
PFS
104
Prospera Financial Services
Texas
$120K – – –
Public Employees Retirement Association of Colorado
105
Public Employees Retirement Association of Colorado
Colorado
$119K – – –
ProShare Advisors
106
ProShare Advisors
Maryland
$118K -$182K -6 -55%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$117K – – –
CG
108
Cutler Group
California
$116K -$393K -13 -72%
HF
109
HRT Financial
New York
$116K +$151K +5 New
Ameriprise
110
Ameriprise
Minnesota
$115K +$30.3K +1 +25%
BRWA
111
B. Riley Wealth Advisors
Florida
$112K -$30.3K -1 -17%
Creative Planning
112
Creative Planning
Kansas
$106K – – –
SHWM
113
Silicon Hills Wealth Management
Texas
$98K – – –
AWM
114
AE Wealth Management
Kansas
$94K +$30.3K +1 +33%
LFAS
115
Level Four Advisory Services
Texas
$92K – – –
HH
116
Hilltop Holdings
Texas
$89K -$60.5K -2 -33%
Principal Financial Group
117
Principal Financial Group
Iowa
$88K -$30.3K -1 -20%
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.8K – – –
CGA
119
Crescent Grove Advisors
Illinois
$84K +$121K +4 New
Janus Henderson Group
120
Janus Henderson Group
United Kingdom
$84K +$121K +4 New
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$83K – – –
HAG
122
HighPoint Advisor Group
Illinois
$83K +$121K +4 New
Jane Street
123
Jane Street
New York
$82K -$393K -13 -76%
9WM
124
9258 Wealth Management
Ohio
$82K – – –
CIM
125
CIM Investment Management
Pennsylvania
$79K – – –
3 4
5
6 7

WKHS Hedge Fund Activity: Q3 2021 in Review

154 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2021, worth a combined $361M — down 55% from $810M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of WKHS and 22 opened new positions — a net loss of 12 holders — while 43 trimmed existing stakes and 40 added.

The largest buyer was Invesco, adding an estimated $11.6M. The largest seller was Morgan Stanley, cutting an estimated $11.8M.

  • 154 institutional investors held Workhorse Group (WKHS) as of Q3 2021, down from 166 in Q2 2021.
  • Funds reported $361M of Workhorse Group stock for Q3 2021, down 55% quarter-over-quarter.
  • 22 funds opened new Workhorse Group positions in Q3 2021 and 34 closed out, a net change of -12 holders.
  • The largest Workhorse Group buyer in Q3 2021 was Invesco, an estimated $11.6M added.
  • The largest Workhorse Group seller in Q3 2021 was Morgan Stanley, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2021.