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Workhorse Group

144 hedge funds and large institutions have $134M invested in Workhorse Group in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $5.05M

0% less ownership

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

6% less funds holding

Funds holding: 154144 (-10)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

47% less capital invested

Capital invested by funds: $251M → $134M (-$117M)

Holders
144
Holders Change
-10
Holders Change %
-6.49%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
35
Reduced
47
Closed
25
Calls
$10.5M
Puts
$5.05M
Net Calls
+$5.43M
Net Calls Change
-$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
101
MML Investors Services
Massachusetts
$40K -$28.3K -3 -38%
IA
102
IFP Advisors
Florida
$40K
MC
103
Moors & Cabot
Massachusetts
$40K
RJFSA
104
Raymond James Financial Services Advisors
Florida
$33K -$9.44K -1 -20%
PFS
105
Prospera Financial Services
Texas
$32K
AIP
106
Ameritas Investment Partners
Nebraska
$31K
CIC
107
Carnegie Investment Counsel
Ohio
$31K +$37.7K +4 New
BCMLT
108
Beacon Capital Management LLC (Tennessee)
Tennessee
$30K
LFAS
109
Level Four Advisory Services
Texas
$30K
MFG
110
Merit Financial Group
Georgia
$29K +$37.7K +4 New
RC
111
RegentAtlantic Capital
New Jersey
$28K
Mackenzie Financial
112
Mackenzie Financial
Ontario, Canada
$28K +$37.7K +4 New
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.6K -$9.44K -1 -20%
9WM
114
9258 Wealth Management
Ohio
$27K -$9.44K -1 -25%
Stifel Financial
115
Stifel Financial
Missouri
$27K -$9.44K -1 -25%
IAG
116
Investment Advisory Group
Massachusetts
$27K
BAM
117
Brave Asset Management
New Jersey
$26K
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$25K -$56.6K -6 -67%
Barclays
119
Barclays
United Kingdom
$22K -$500K -53 -95%
Allspring Global Investments
120
Allspring Global Investments
North Carolina
$21K -$151K -16 -84%
TRCT
121
Tower Research Capital (TRC)
New York
$21K +$9.44K +1 +50%
CM
122
Castleark Management
Illinois
$20K
Canada Life
123
Canada Life
Manitoba, Canada
$19K
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$16.3K -$9.44K -1 -33%
CFD
125
Creative Financial Designs
Indiana
$16K

WKHS Hedge Fund Activity: Q2 2022 in Review

144 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2022, worth a combined $134M — down 47% from $251M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WKHS and 18 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 35 added.

The largest buyer was State Street, adding an estimated $10.1M. The largest seller was Norges Bank, exiting entirely with an estimated $4.25M sold.

  • 144 institutional investors held Workhorse Group (WKHS) as of Q2 2022, down from 154 in Q1 2022.
  • Funds reported $134M of Workhorse Group stock for Q2 2022, down 47% quarter-over-quarter.
  • 18 funds opened new Workhorse Group positions in Q2 2022 and 25 closed out, a net change of -7 holders.
  • The largest Workhorse Group buyer in Q2 2022 was State Street, an estimated $10.1M added.
  • The largest Workhorse Group seller in Q2 2022 was Norges Bank, an estimated $4.25M sold.

Based on aggregated 13F filings for Q2 2022.