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Workhorse Group
WKHS

145 hedge funds and large institutions have $151M invested in Workhorse Group in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $4.6M

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

13% more capital invested

Capital invested by funds: $134M → $151M (+$17.6M)

1% more funds holding

Funds holding: 144 → 145 (+1)

0% more ownership

Funds ownership: 0.01% → 0.01% (+0%)

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
31
Closed
13
Calls
$12.3M
Puts
$4.6M
Net Calls
+$7.74M
Net Calls Change
+$2.31M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.99M
2
Invesco
Invesco
Georgia
+$1.51M
3
Bank of America
Bank of America
North Carolina
+$1.02M
4
Goldman Sachs
Goldman Sachs
New York
+$923K
5
BlackRock
BlackRock
New York
+$904K

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$1.96M
2
CSS
Cubist Systematic Strategies
Connecticut
-$1.15M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$702K
4
EGM
Engineers Gate Manager
New York
-$690K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
101
Public Employees Retirement Association of Colorado
Colorado
$45K – – –
PFS
102
Prospera Financial Services
Texas
$44K +$9.72K +1 +25%
IA
103
IFP Advisors
Florida
$41K – – –
Amundi
104
Amundi
France
$40K +$48.6K +5 New
RJFSA
105
Raymond James Financial Services Advisors
Florida
$37K – – –
AIP
106
Ameritas Investment Partners
Nebraska
$34K – – –
CIC
107
Carnegie Investment Counsel
Ohio
$34K – – –
LFAS
108
Level Four Advisory Services
Texas
$33K – – –
BCMLT
109
Beacon Capital Management LLC (Tennessee)
Tennessee
$33K +$19.4K +2 +100%
RJA
110
Raymond James & Associates
Florida
$32K -$19.4K -2 -33%
TSS
111
Two Sigma Securities
New York
$31K -$68K -7 -64%
Verition Fund Management
112
Verition Fund Management
Connecticut
$31K +$38.9K +4 New
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.5K – – –
AGM
114
Alpine Global Management
New York
$30K -$77.8K -8 -73%
MML Investors Services
115
MML Investors Services
Massachusetts
$30K -$19.4K -2 -40%
9WM
116
9258 Wealth Management
Ohio
$30K – – –
IAG
117
Investment Advisory Group
Massachusetts
$30K – – –
Stifel Financial
118
Stifel Financial
Missouri
$30K – – –
MFG
119
Merit Financial Group
Georgia
$29K -$9.72K -1 -25%
BAM
120
Brave Asset Management
New Jersey
$29K – – –
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$27K – – –
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$26.5K +$9.72K +1 +50%
CM
123
Castleark Management
Illinois
$22K – – –
Parallax Volatility Advisers
124
Parallax Volatility Advisers
California
$20K -$77.8K -8 -80%
Canada Life
125
Canada Life
Manitoba, Canada
$20K – – –
3 4
5
6 7

WKHS Hedge Fund Activity: Q3 2022 in Review

145 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2022, worth a combined $151M — up 13% from $134M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WKHS positions and 13 closed out — a net gain of 2 holders — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.99M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $1.96M sold.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q3 2022, up from 144 in Q2 2022.
  • Funds reported $151M of Workhorse Group stock for Q3 2022, up 13% quarter-over-quarter.
  • 15 funds opened new Workhorse Group positions in Q3 2022 and 13 closed out, a net change of +2 holders.
  • The largest Workhorse Group buyer in Q3 2022 was Vanguard Group, an estimated $1.99M added.
  • The largest Workhorse Group seller in Q3 2022 was Two Sigma Investments, an estimated $1.96M sold.

Based on aggregated 13F filings for Q3 2022.