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Workhorse Group
WKHS

112 hedge funds and large institutions have $19M invested in Workhorse Group in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $782K | Put options by funds: $292K

105% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 20

0% less ownership

Funds ownership: 0.01% → 0.01% (-0%)

8% less funds holding

Funds holding: 122 → 112 (-10)

14% less capital invested

Capital invested by funds: $22M → $19M (-$3.01M)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
112
Holders Change
-10
Holders Change %
-8.2%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
41
Reduced
20
Closed
26
Calls
$782K
Puts
$292K
Net Calls
+$490K
Net Calls Change
+$666K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$924K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$350K
3
BlackRock
BlackRock
New York
+$328K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$248K
5
JP Morgan Chase
JP Morgan Chase
New York
+$187K

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$2.23M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$508K
3
Rafferty Asset Management
Rafferty Asset Management
New York
-$324K
4
VF
Virtu Financial
New York
-$226K
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$130K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
101
IFP Advisors
Florida
$1.62K +$1.2K +1 +100%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$1.37K – – –
CM
103
Castleark Management
Illinois
$1.36K – – –
NFSG
104
Newbridge Financial Services Group
Florida
$1.26K – – –
LA
105
LM Advisors
California
$1.26K +$1.2K +1 New
CSWM
106
Cassady Schiller Wealth Management
Ohio
$1.24K – – –
Federated Hermes
107
Federated Hermes
Pennsylvania
$1.2K – – –
AA
108
AlphaMark Advisors
Kentucky
$1K – – –
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
VNA
110
Valley National Advisers
Pennsylvania
$1K – – –
AA
111
Ancora Advisors
Ohio
$810 – – –
PS
112
Principal Securities
Iowa
$797 +$1.2K +1 New
AF
113
Allworth Financial
California
$541 – – –
NA
114
NewEdge Advisors
Louisiana
$521 – – –
AA
115
Addison Advisors
Vermont
$450 – – –
EWA
116
EverSource Wealth Advisors
Alabama
$450 – – –
S
117
SignatureFD
Georgia
$432 – – –
TCM
118
TD Capital Management
Tennessee
$432 – – –
TWC
119
TD Waterhouse Canada
Ontario, Canada
$430 – – –
GWSG
120
GPS Wealth Strategies Group
Colorado
$426 – – –
SIS
121
Sound Income Strategies
Florida
$423 – – –
TSWM
122
Tyler-Stone Wealth Management
Ohio
$406 – – –
CAS
123
Coppell Advisory Solutions
Texas
$360 – – –
Credit Agricole
124
Credit Agricole
France
$360 – – –
SIC
125
Salem Investment Counselors
North Carolina
$360 – – –
3 4
5
6 7

WKHS Hedge Fund Activity: Q4 2023 in Review

112 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2023, worth a combined $19M — down 14% from $22M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of WKHS and 16 opened new positions — a net loss of 10 holders — while 20 trimmed existing stakes and 41 added.

The largest buyer was Morgan Stanley, adding an estimated $924K. The largest seller was State Street, cutting an estimated $2.23M.

  • 112 institutional investors held Workhorse Group (WKHS) as of Q4 2023, down from 122 in Q3 2023.
  • Funds reported $19M of Workhorse Group stock for Q4 2023, down 14% quarter-over-quarter.
  • 16 funds opened new Workhorse Group positions in Q4 2023 and 26 closed out, a net change of -10 holders.
  • The largest Workhorse Group buyer in Q4 2023 was Morgan Stanley, an estimated $924K added.
  • The largest Workhorse Group seller in Q4 2023 was State Street, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2023.