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Workhorse Group

117 hedge funds and large institutions have $13.3M invested in Workhorse Group in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $446K | Put options by funds: $128K

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

4% more funds holding

Funds holding: 112117 (+5)

0% less ownership

Funds ownership: 0.01%0.01% (-0%)

30% less capital invested

Capital invested by funds: $19M → $13.3M (-$5.69M)

Holders
117
Holders Change
+5
Holders Change %
+4.46%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
32
Reduced
21
Closed
17
Calls
$446K
Puts
$128K
Net Calls
+$318K
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$2K -$17.2K -20 -83%
HAG
102
HighPoint Advisor Group
Illinois
$2K
MML Investors Services
103
MML Investors Services
Massachusetts
$2K
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$1.9K +$1.73K +2 +200%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$1.29K
Federated Hermes
106
Federated Hermes
Pennsylvania
$1.12K +$862 +1 +100%
IA
107
IFP Advisors
Florida
$1.03K -$862 -1 -50%
AB
108
Amalgamated Bank
New York
$1K -$2.59K -3 -60%
AW
109
Avion Wealth
Texas
$1K +$862 +1 New
RFA
110
Register Financial Advisors
Georgia
$938 +$862 +1 New
CM
111
Castleark Management
Illinois
$884
NFSG
112
Newbridge Financial Services Group
Florida
$821
AF
113
Allworth Financial
California
$757
CSWM
114
Cassady Schiller Wealth Management
Ohio
$575
AA
115
Ancora Advisors
Ohio
$528
PS
116
Principal Securities
Iowa
$496
NA
117
NewEdge Advisors
Louisiana
$339
National Bank of Canada
118
National Bank of Canada
Quebec, Canada
$334 +$862 +1 New
AA
119
Addison Advisors
Vermont
$294
S
120
SignatureFD
Georgia
$282
TCM
121
TD Capital Management
Tennessee
$282
GWSG
122
GPS Wealth Strategies Group
Colorado
$278
SIS
123
Sound Income Strategies
Florida
$276
TSWM
124
Tyler-Stone Wealth Management
Ohio
$264
FFWM
125
Future Financial Wealth Management
Ohio
$235