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Workhorse Group
WKHS

Overview Fund Activity

162 hedge funds and large institutions have $22M invested in Workhorse Group in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
–
Holders Change %
0%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
41
Reduced
37
Closed
22
Calls
$270K
Puts
$446K
Net Calls
-$176K
Net Calls Change
-$99K

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.4M
2
State Street
2
State Street
Massachusetts
$4.14M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.9M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.76M
5
Charles Schwab
5
Charles Schwab
California
$669K

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
ECM
2
ExodusPoint Capital Management
New York
$0
3
Millennium Management
3
Millennium Management
New York
$105K
4
HF
4
HRT Financial
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$54.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
9WM
101
9258 Wealth Management
Ohio
$4.31K – – –
X
102
Xponance
Pennsylvania
$4.26K +$4.26K +41 New
FAFN
103
First Affirmative Financial Network
Colorado
$4.21K +$4.21K +41 New
IAG
104
Investment Advisory Group
Massachusetts
$4.21K – – –
MML Investors Services
105
MML Investors Services
Massachusetts
$4K +$4K +43 New
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$2.11K – – –
VNA
107
Valley National Advisers
Pennsylvania
$2K – – –
RFA
108
Register Financial Advisors
Georgia
$1.66K – – –
CM
109
Castleark Management
Illinois
$1.56K – – –
AA
110
Ancora Advisors
Ohio
$1.55K -$414 -4 -21%
NFSG
111
Newbridge Financial Services Group
Florida
$1.47K -$631 -6 -30%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$1.45K – – –
IA
113
IFP Advisors
Florida
$1.41K – – –
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$1.21K -$201 -2 -14%
CSWM
115
Cassady Schiller Wealth Management
Ohio
$1.02K – – –
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
AJ
117
Ashburton (Jersey)
Jersey
$1K – – –
AA
118
AlphaMark Advisors
Kentucky
$1K – – –
RA
119
Rational Advisors
New York
$793 – – –
CFD
120
Creative Financial Designs
Indiana
$717 -$1.74K -17 -71%
Federated Hermes
121
Federated Hermes
Pennsylvania
$663 +$663 +6 New
AF
122
Allworth Financial
California
$622 – – –
NA
123
NewEdge Advisors
Louisiana
$583 -$777 -8 -57%
Credit Agricole
124
Credit Agricole
France
$542 +$108 +1 +25%
AA
125
Addison Advisors
Vermont
$518 – – –
3 4
5
6 7