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Workhorse Group

60 hedge funds and large institutions have $3.78M invested in Workhorse Group in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

556% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $321K

0.08% more ownership

Funds ownership: 0.01%0.09% (+0.08%)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

49% less funds holding

Funds holding: 11760 (-57)

72% less capital invested

Capital invested by funds: $13.3M → $3.78M (-$9.54M)

75% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 75

Holders
60
Holders Change
-57
Holders Change %
-48.72%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
12
Reduced
14
Closed
75
Calls
$2.1M
Puts
$321K
Net Calls
+$1.78M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
101
Bank of New York Mellon
New York
-$149K -212 Closed
N
102
Nuveen
North Carolina
-$114K -162 Closed
XT
103
XTX Topco
Cayman Islands
-$78K -111 Closed
Goldman Sachs
104
Goldman Sachs
New York
-$70.8K -101 Closed
MG
105
Marex Group
-$64.2K -91 Closed
Amundi
106
Amundi
France
-$36.3K -79 Closed
BAM
107
Belpointe Asset Management
Nevada
-$44.8K -64 Closed
SP
108
Sequent Planning
Nebraska
-$43.1K -61 Closed
VPIM
109
Vanguard Personalized Indexing Management
California
-$33.6K -48 Closed
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
-$33.3K -47 Closed
AIG
111
American International Group
New York
-$26.4K -37 Closed
SFA
112
Sequoia Financial Advisors
Ohio
-$23.5K -33 Closed
HighTower Advisors
113
HighTower Advisors
Illinois
-$19K -32 Closed
LPL Financial
114
LPL Financial
California
-$18K -26 Closed
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
-$88.3K -22 Closed
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
-$14K -20 Closed
Invesco
117
Invesco
Georgia
-$13.4K -19 Closed
AllianceBernstein
118
AllianceBernstein
Tennessee
-$12.6K -18 Closed
C
119
Certuity
Florida
-$10K -14 Closed
ProShare Advisors
120
ProShare Advisors
Maryland
-$9.61K -14 Closed
LWAM
121
Legacy Wealth Asset Management
Minnesota
-$9.38K -13 Closed
Mariner
122
Mariner
Kansas
-$9.49K -13 Closed
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
-$9K -12 Closed
RGF
124
Retirement Guys Formula
Ohio
-$8.12K -12 Closed
AHL
125
Abel Hall LLC
Louisiana
-$7.18K -10 Closed

WKHS Hedge Fund Activity: Q2 2024 in Review

60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2024, worth a combined $3.78M — down 72% from $13.3M a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of WKHS and 19 opened new positions — a net loss of 56 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was Centiva Capital, opening a new position worth an estimated $1.16M. The largest seller was BlackRock, cutting an estimated $2.03M.

  • 60 institutional investors held Workhorse Group (WKHS) as of Q2 2024, down from 117 in Q1 2024.
  • Funds reported $3.78M of Workhorse Group stock for Q2 2024, down 72% quarter-over-quarter.
  • 19 funds opened new Workhorse Group positions in Q2 2024 and 75 closed out, a net change of -56 holders.
  • The largest Workhorse Group buyer in Q2 2024 was Centiva Capital, an estimated $1.16M added.
  • The largest Workhorse Group seller in Q2 2024 was BlackRock, an estimated $2.03M sold.

Based on aggregated 13F filings for Q2 2024.