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Workhorse Group
WKHS

122 hedge funds and large institutions have $22M invested in Workhorse Group in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

0% less ownership

Funds ownership: 0.01% → 0.01% (-0%)

5% less funds holding

Funds holding: 128 → 122 (-6)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

39% less call options, than puts

Call options by funds: $270K | Put options by funds: $446K

53% less capital invested

Capital invested by funds: $46.4M → $22M (-$24.4M)

Holders
122
Holders Change
-6
Holders Change %
-4.69%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
37
Reduced
31
Closed
23
Calls
$270K
Puts
$446K
Net Calls
-$176K
Net Calls Change
-$99K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$751K
2
State Street
State Street
Massachusetts
+$615K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$604K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$589K
5
Charles Schwab
Charles Schwab
California
+$458K

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$912K
2
ECM
ExodusPoint Capital Management
New York
-$704K
3
Millennium Management
Millennium Management
New York
-$607K
4
JP Morgan Chase
JP Morgan Chase
New York
-$414K
5
Jane Street
Jane Street
New York
-$347K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
101
Cantor Fitzgerald
New York
$4.36K +$10.3K +4 New
9WM
102
9258 Wealth Management
Ohio
$4.31K – – –
X
103
Xponance
Pennsylvania
$4.26K +$7.71K +3 New
FAFN
104
First Affirmative Financial Network
Colorado
$4.21K +$7.71K +3 New
IAG
105
Investment Advisory Group
Massachusetts
$4.21K – – –
MML Investors Services
106
MML Investors Services
Massachusetts
$4K +$10.3K +4 New
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$2.11K – – –
VNA
108
Valley National Advisers
Pennsylvania
$2K – – –
RFA
109
Register Financial Advisors
Georgia
$1.66K – – –
CM
110
Castleark Management
Illinois
$1.56K – – –
AA
111
Ancora Advisors
Ohio
$1.55K -$2.57K -1 -50%
NFSG
112
Newbridge Financial Services Group
Florida
$1.47K -$2.57K -1 -50%
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$1.45K – – –
IA
114
IFP Advisors
Florida
$1.41K – – –
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$1.21K – – –
CSWM
116
Cassady Schiller Wealth Management
Ohio
$1.01K – – –
AA
117
AlphaMark Advisors
Kentucky
$1K – – –
AJ
118
Ashburton (Jersey)
Jersey
$1K – – –
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
RA
120
Rational Advisors
New York
$793 – – –
CFD
121
Creative Financial Designs
Indiana
$717 -$2.57K -1 -50%
Federated Hermes
122
Federated Hermes
Pennsylvania
$663 +$2.57K +1 New
AF
123
Allworth Financial
California
$622 – – –
NA
124
NewEdge Advisors
Louisiana
$583 -$2.57K -1 Closed
Credit Agricole
125
Credit Agricole
France
$542 – – –
3 4
5
6 7

WKHS Hedge Fund Activity: Q3 2023 in Review

122 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2023, worth a combined $22M — down 53% from $46.4M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of WKHS and 17 opened new positions — a net loss of 6 holders — while 31 trimmed existing stakes and 37 added.

The largest buyer was BlackRock, adding an estimated $751K. The largest seller was First Trust Advisors, exiting entirely with an estimated $912K sold.

  • 122 institutional investors held Workhorse Group (WKHS) as of Q3 2023, down from 128 in Q2 2023.
  • Funds reported $22M of Workhorse Group stock for Q3 2023, down 53% quarter-over-quarter.
  • 17 funds opened new Workhorse Group positions in Q3 2023 and 23 closed out, a net change of -6 holders.
  • The largest Workhorse Group buyer in Q3 2023 was BlackRock, an estimated $751K added.
  • The largest Workhorse Group seller in Q3 2023 was First Trust Advisors, an estimated $912K sold.

Based on aggregated 13F filings for Q3 2023.