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Workhorse Group

145 hedge funds and large institutions have $89.4M invested in Workhorse Group in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $6.03M | Put options by funds: $2.02M

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 145145 (0)

0% more ownership

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

41% less capital invested

Capital invested by funds: $151M → $89.4M (-$61.8M)

Holders
145
Holders Change
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
42
Reduced
37
Closed
21
Calls
$6.03M
Puts
$2.02M
Net Calls
+$4.01M
Net Calls Change
-$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$25.2K -$62K -9 -60%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$25K -$6.89K -1 -17%
TRCT
103
Tower Research Capital (TRC)
New York
$25K -$6.89K -1 -14%
Public Employees Retirement Association of Colorado
104
Public Employees Retirement Association of Colorado
Colorado
$24K
IWN
105
Independent Wealth Network
Iowa
$22.8K -$13.8K -2 -29%
PFS
106
Prospera Financial Services
Texas
$21.7K
Jane Street
107
Jane Street
New York
$21.5K -$75.8K -11 -69%
RJFSA
108
Raymond James Financial Services Advisors
Florida
$21.2K +$6.89K +1 +25%
BCM
109
Bayesian Capital Management
New York
$21.1K -$20.7K -3 -38%
NAS
110
Nicolet Advisory Services
Wisconsin
$20.7K +$27.6K +4 New
PAG
111
Private Advisor Group
New Jersey
$20.5K
BCMLT
112
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.2K
C
113
Certuity
Florida
$19.2K +$27.6K +4 New
LFAS
114
Level Four Advisory Services
Texas
$18.6K
CG
115
Clarus Group
Texas
$18K -$20.7K -3 -43%
CIC
116
Carnegie Investment Counsel
Ohio
$17.8K
Corient Private Wealth
117
Corient Private Wealth
Florida
$16.4K +$27.6K +4 New
MML Investors Services
118
MML Investors Services
Massachusetts
$16K
9WM
119
9258 Wealth Management
Ohio
$15.8K
IAG
120
Investment Advisory Group
Massachusetts
$15.7K
MFG
121
Merit Financial Group
Georgia
$15.3K
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.7K -$6.89K -1 -25%
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$14.5K
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$14.1K
AA
125
Ancora Advisors
Ohio
$12K -$55.1K -8 -73%

WKHS Hedge Fund Activity: Q4 2022 in Review

145 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2022, worth a combined $89.4M — down 41% from $151M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WKHS positions and 21 closed out — a net gain of 2 holders — while 42 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $2.71M. The largest seller was Susquehanna International Group, cutting an estimated $1.79M.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $89.4M of Workhorse Group stock for Q4 2022, down 41% quarter-over-quarter.
  • 23 funds opened new Workhorse Group positions in Q4 2022 and 21 closed out, a net change of +2 holders.
  • The largest Workhorse Group buyer in Q4 2022 was BlackRock, an estimated $2.71M added.
  • The largest Workhorse Group seller in Q4 2022 was Susquehanna International Group, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2022.