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Workhorse Group
WKHS

Overview Fund Activity

188 hedge funds and large institutions have $1.01B invested in Workhorse Group in 2020 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+60
Holders Change %
+46.88%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
79
Increased
55
Reduced
37
Closed
19
Calls
$328M
Puts
$270M
Net Calls
+$58.6M
Net Calls Change
+$59.8M

Top Buyers

1
ACM
Arosa Capital Management
Florida
$78M
2
BlackRock
BlackRock
New York
$157M
3
Vanguard Group
Vanguard Group
Pennsylvania
$106M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$34.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$23.9M

Top Sellers

1
First Manhattan
First Manhattan
New York
$7.67M
2
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$0
3
CS
Credit Suisse
Switzerland
$534K
4
EI
EAM Investors
California
$4.62M
5
Invesco
Invesco
Georgia
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
126
MCF Advisors
Kentucky
$158K +$158K +25 New
CA
127
CastleArk Alternatives
Illinois
$144K +$144K +23 New
CA
128
Clearstead Advisors
Ohio
$135K +$135K +21 New
CM
129
Caption Management
Oklahoma
$126K +$126K +20 New
IA
130
IFP Advisors
Florida
$121K +$38.2K +6 +46%
SO
131
STRS Ohio
Ohio
$116K +$116K +18 New
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$110K +$104K +16 +1,600%
JCM
133
Jacobi Capital Management
Pennsylvania
$86K +$86K +14 New
Skandinaviska Enskilda Banken (SEB)
134
Skandinaviska Enskilda Banken (SEB)
Sweden
$78K +$6.5K +1 +9%
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69K +$69K +11 New
SPIA
136
Steward Partners Investment Advisory
New York
$61K +$61K +10 New
Fidelity Investments
137
Fidelity Investments
Massachusetts
$58K +$58K +9 New
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$56K +$56K +9 New
GWMIA
139
Global Wealth Management Investment Advisory
Florida
$53K +$53K +8 New
TCM
140
TD Capital Management
Tennessee
$51K -$25.5K -4 -33%
SIC
141
Salem Investment Counselors
North Carolina
$51K – – –
CMA
142
Cedar Mountain Advisors
Oregon
$51K +$51K +8 New
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$50K +$50K +8 New
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$47K – – –
EP
145
Eudaimonia Partners
Tennessee
$43K +$43K +7 New
Parallax Volatility Advisers
146
Parallax Volatility Advisers
California
$35K +$35K +6 New
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$31K -$43.4K -7 -58%
GWM
148
Geneos Wealth Management
Colorado
$30K +$6K +1 +25%
SIS
149
Sound Income Strategies
Florida
$30K +$30K +5 New
RE
150
RBC Europe
United Kingdom
$29.3K – – –
4 5
6
7 8