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Workhorse Group
WKHS

Overview Fund Activity

162 hedge funds and large institutions have $46.4M invested in Workhorse Group in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 39 closing their positions.

Holders
162
Holders Change
-22
Holders Change %
-11.96%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
42
Reduced
44
Closed
39
Calls
$495K
Puts
$572K
Net Calls
-$77K
Net Calls Change
-$193K

Top Buyers

1
State Street
1
State Street
Massachusetts
$8.07M
2
ECM
2
ExodusPoint Capital Management
New York
$704K
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$689K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.01M
5
Mitsubishi UFJ Asset Management
5
Mitsubishi UFJ Asset Management
Japan
$1.1M

Top Sellers

1
Invesco
1
Invesco
Georgia
$72.6K
2
Jane Street
2
Jane Street
New York
$445K
3
AA
3
ALPS Advisors
Colorado
$0
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$429K
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
101
Clarus Group
Texas
$10.3K – – –
CIC
102
Carnegie Investment Counsel
Ohio
$10.2K – – –
NAS
103
Nicolet Advisory Services
Wisconsin
$10.1K – – –
XWM
104
Xcel Wealth Management
Florida
$10K +$10K +46 New
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$10K -$1.7K -8 -15%
9WM
106
9258 Wealth Management
Ohio
$9.07K – – –
TRCT
107
Tower Research Capital (TRC)
New York
$9.06K +$647 +3 +8%
IAG
108
Investment Advisory Group
Massachusetts
$8.85K – – –
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.4K – – –
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$7.18K – – –
CFD
111
Creative Financial Designs
Indiana
$5.21K – – –
Fidelity Investments
112
Fidelity Investments
Massachusetts
$5.07K -$11K -50 -68%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$4.44K -$444 -2 -9%
NFSG
114
Newbridge Financial Services Group
Florida
$4.41K – – –
AA
115
Ancora Advisors
Ohio
$4.14K -$2.62K -12 -39%
VNA
116
Valley National Advisers
Pennsylvania
$4K – – –
RFA
117
Register Financial Advisors
Georgia
$3.49K – – –
CM
118
Castleark Management
Illinois
$3.29K -$3.29K -15 -50%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$3.05K -$654 -3 -18%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$3.03K -$31.1K -144 -91%
NA
121
NewEdge Advisors
Louisiana
$2.97K +$212 +1 +8%
IA
122
IFP Advisors
Florida
$2.97K – – –
CSWM
123
Cassady Schiller Wealth Management
Ohio
$2.14K – – –
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$2K -$1.25K -5 -38%
S
125
SignatureFD
Georgia
$1.4K -$465 -2 -25%
3 4
5
6 7