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Workhorse Group
WKHS

Overview Fund Activity

169 hedge funds and large institutions have $18.9M invested in Workhorse Group in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 32 closing their positions.

Holders
169
Holders Change
-7
Holders Change %
-3.98%
% of All Funds
2.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
52
Reduced
33
Closed
32
Calls
$782K
Puts
$292K
Net Calls
+$490K
Net Calls Change
+$666K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.12M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$776K
3
BlackRock
3
BlackRock
New York
$4.98M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.75M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$216K

Top Sellers

1
State Street
1
State Street
Massachusetts
$1.58M
2
Mitsubishi UFJ Asset Management
2
Mitsubishi UFJ Asset Management
Japan
$0
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$0
4
VF
4
Virtu Financial
New York
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$1.37K 3,809 +894 +31%
CM
102
Castleark Management
Illinois
$1.36K 3,770 – –
NFSG
103
Newbridge Financial Services Group
Florida
$1.26K 3,500 -54 -2%
LA
104
LM Advisors
California
$1.26K 3,500 +3,500 New
CSWM
105
Cassady Schiller Wealth Management
Ohio
$1.24K 3,450 +1,000 +41%
Federated Hermes
106
Federated Hermes
Pennsylvania
$1.2K 3,327 +1,726 +108%
AA
107
AlphaMark Advisors
Kentucky
$1K 1,400 – –
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$1K 1,940 – –
VNA
109
Valley National Advisers
Pennsylvania
$1K 3,700 – –
AA
110
Ancora Advisors
Ohio
$810 2,250 -1,500 -40%
PS
111
Principal Securities
Iowa
$797 2,215 +2,215 New
AF
112
Allworth Financial
California
$541 1,500 – –
NA
113
NewEdge Advisors
Louisiana
$521 1,448 +40 +3%
AA
114
Addison Advisors
Vermont
$450 1,250 – –
EWA
115
EverSource Wealth Advisors
Alabama
$450 1,248 +1,238 +12,380%
S
116
SignatureFD
Georgia
$432 1,200 – –
TCM
117
TD Capital Management
Tennessee
$432 1,200 – –
TWC
118
TD Waterhouse Canada
Ontario, Canada
$430 1,200 +200 +20%
GWSG
119
GPS Wealth Strategies Group
Colorado
$426 1,182 – –
SIS
120
Sound Income Strategies
Florida
$423 1,175 – –
TSWM
121
Tyler-Stone Wealth Management
Ohio
$406 1,126 – –
Credit Agricole
122
Credit Agricole
France
$360 1,000 -309 -24%
SIC
123
Salem Investment Counselors
North Carolina
$360 1,000 – –
CAS
124
Coppell Advisory Solutions
Texas
$360 1,000 +1,000 New
GRP
125
Global Retirement Partners
California
$314 1,001 – –
3 4
5
6 7