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Workhorse Group
WKHS

154 hedge funds and large institutions have $251M invested in Workhorse Group in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $14.4M

81% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 31

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

12% more capital invested

Capital invested by funds: $223M → $251M (+$27.2M)

1% more funds holding

Funds holding: 152 → 154 (+2)

0% more ownership

Funds ownership: 0.01% → 0.01% (+0%)

Holders
154
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
56
Reduced
31
Closed
19
Calls
$26.6M
Puts
$14.4M
Net Calls
+$12.2M
Net Calls Change
+$6.3M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$6.82M
2
BlackRock
BlackRock
New York
+$5.43M
3
Millennium Management
Millennium Management
New York
+$3.14M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.32M
5
CSS
Cubist Systematic Strategies
Connecticut
+$1.47M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$14.6M
2
AA
ALPS Advisors
Colorado
-$5.61M
3
Goldman Sachs
Goldman Sachs
New York
-$4.16M
4
SC
Sculptor Capital
New York
-$2.15M
5
Jane Street
Jane Street
New York
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
101
Moors & Cabot
Massachusetts
$79K – – –
Public Employees Retirement Association of Colorado
102
Public Employees Retirement Association of Colorado
Colorado
$78K – – –
NP
103
NorthRock Partners
Minnesota
$76K – – –
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.7K +$22K +2 +67%
HF
105
HRT Financial
New York
$75K +$55.1K +5 New
PFO
106
Pathstone Family Office
New Jersey
$72K – – –
PAG
107
Private Advisor Group
New Jersey
$71K +$55.1K +5 New
RJFSA
108
Raymond James Financial Services Advisors
Florida
$69K – – –
Principal Financial Group
109
Principal Financial Group
Iowa
$69K +$11K +1 +25%
Creative Planning
110
Creative Planning
Kansas
$68K +$11K +1 +25%
PFS
111
Prospera Financial Services
Texas
$66K – – –
HSBC Holdings
112
HSBC Holdings
United Kingdom
$65K +$44.1K +4 New
9WM
113
9258 Wealth Management
Ohio
$62K – – –
JF
114
Jump Financial
Illinois
$62K +$44.1K +4 New
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$61K -$66.1K -6 -60%
AIP
116
Ameritas Investment Partners
Nebraska
$60K +$11K +1 +33%
Stifel Financial
117
Stifel Financial
Missouri
$60K +$11K +1 +33%
LFAS
118
Level Four Advisory Services
Texas
$58K – – –
AWM
119
AE Wealth Management
Kansas
$53K – – –
IAG
120
Investment Advisory Group
Massachusetts
$53K – – –
RC
121
RegentAtlantic Capital
New Jersey
$53K +$11K +1 +33%
JG
122
Jefferies Group
New York
$50.5K +$33.1K +3 New
BAM
123
Brave Asset Management
New Jersey
$50K – – –
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$48.8K -$77.2K -7 -70%
IUHSA
125
Itau Unibanco Holding S.A.
Brazil
$45K – – –
3 4
5
6 7

WKHS Hedge Fund Activity: Q1 2022 in Review

154 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2022, worth a combined $251M — up 12% from $223M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WKHS positions and 19 closed out — a net gain of 4 holders — while 56 added to existing stakes and 31 trimmed.

The largest buyer was D.E. Shaw & Co, opening a new position worth an estimated $6.82M. The largest seller was First Trust Advisors, cutting an estimated $14.6M.

  • 154 institutional investors held Workhorse Group (WKHS) as of Q1 2022, up from 152 in Q4 2021.
  • Funds reported $251M of Workhorse Group stock for Q1 2022, up 12% quarter-over-quarter.
  • 23 funds opened new Workhorse Group positions in Q1 2022 and 19 closed out, a net change of +4 holders.
  • The largest Workhorse Group buyer in Q1 2022 was D.E. Shaw & Co, an estimated $6.82M added.
  • The largest Workhorse Group seller in Q1 2022 was First Trust Advisors, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2022.