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Workhorse Group

145 hedge funds and large institutions have $1.01B invested in Workhorse Group in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 18

153% more capital invested

Capital invested by funds: $397M → $1.01B (+$609M)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

34% more funds holding

Funds holding: 108145 (+37)

22% more call options, than puts

Call options by funds: $328M | Put options by funds: $270M

0% more ownership

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

Holders
145
Holders Change
+37
Holders Change %
+34.26%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
55
Increased
49
Reduced
31
Closed
18
Calls
$328M
Puts
$270M
Net Calls
+$58.6M
Net Calls Change
+$59.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
126
MCF Advisors
Kentucky
$158K +$114K +2 New
CA
127
CastleArk Alternatives
Illinois
$144K +$114K +2 New
CA
128
Clearstead Advisors
Ohio
$135K +$114K +2 New
CM
129
Caption Management
Oklahoma
$126K +$114K +2 New
IA
130
IFP Advisors
Florida
$121K +$57.2K +1 +100%
SO
131
STRS Ohio
Ohio
$116K +$114K +2 New
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$110K +$57.2K +1 New
JCM
133
Jacobi Capital Management
Pennsylvania
$86K +$57.2K +1 New
Skandinaviska Enskilda Banken (SEB)
134
Skandinaviska Enskilda Banken (SEB)
Sweden
$78K
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69K +$57.2K +1 New
SPIA
136
Steward Partners Investment Advisory
New York
$61K +$57.2K +1 New
Fidelity Investments
137
Fidelity Investments
Massachusetts
$58K +$57.2K +1 New
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$56K +$57.2K +1 New
GWMIA
139
Global Wealth Management Investment Advisory
Florida
$53K +$57.2K +1 New
SIC
140
Salem Investment Counselors
North Carolina
$51K
TCM
141
TD Capital Management
Tennessee
$51K
CMA
142
Cedar Mountain Advisors
Oregon
$51K +$57.2K +1 New
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$50K +$57.2K +1 New
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$47K
EP
145
Eudaimonia Partners
Tennessee
$43K +$57.2K +1 New
Parallax Volatility Advisers
146
Parallax Volatility Advisers
California
$35K
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$31K -$57.2K -1 Closed
GWM
148
Geneos Wealth Management
Colorado
$30K
SIS
149
Sound Income Strategies
Florida
$30K
RE
150
RBC Europe
United Kingdom
$29.3K

WKHS Hedge Fund Activity: Q3 2020 in Review

145 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2020, worth a combined $1.01B — up 153% from $397M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new WKHS positions and 18 closed out — a net gain of 37 holders — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Arosa Capital Management, opening a new position worth an estimated $58.8M. The largest seller was First Manhattan, cutting an estimated $20.8M.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q3 2020, up from 108 in Q2 2020.
  • Funds reported $1.01B of Workhorse Group stock for Q3 2020, up 153% quarter-over-quarter.
  • 55 funds opened new Workhorse Group positions in Q3 2020 and 18 closed out, a net change of +37 holders.
  • The largest Workhorse Group buyer in Q3 2020 was Arosa Capital Management, an estimated $58.8M added.
  • The largest Workhorse Group seller in Q3 2020 was First Manhattan, an estimated $20.8M sold.

Based on aggregated 13F filings for Q3 2020.