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Workhorse Group
WKHS

Overview Fund Activity

235 hedge funds and large institutions have $752M invested in Workhorse Group in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 82 increasing their positions, 65 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+16
Holders Change %
+7.31%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
57
Increased
82
Reduced
65
Closed
40
Calls
$174M
Puts
$179M
Net Calls
-$4.61M
Net Calls Change
+$22.5M

Top Buyers

1
RS
Robeco Schweiz
Switzerland
$54.7M
2
AIM
ARK Investment Management
Florida
$55.1M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$17.1M
4
Invesco
Invesco
Georgia
$40.5M
5
First Trust Advisors
First Trust Advisors
Illinois
$27M

Top Sellers

1
SGAM
Seaport Global Asset Management
New York
$21.6M
2
Citigroup
Citigroup
New York
$4.1M
3
Federated Hermes
Federated Hermes
Pennsylvania
$0
4
TI
Think Investments
California
$0
5
CC
Cannell & Co
New York
$673K
Name Holding Trade Value Shares
Change 		Shares
Change %
SHWM
126
Silicon Hills Wealth Management
Texas
$176K – – –
JWCA
127
J.W. Cole Advisors
Florida
$176K +$176K +51 New
CM
128
Castleark Management
Illinois
$175K -$110K -32 -39%
AWM
129
AE Wealth Management
Kansas
$174K -$59.2K -17 -25%
PAA
130
Peregrine Asset Advisers
Oregon
$166K -$3.46K -1 -2%
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
$163K +$163K +47 New
9WM
132
9258 Wealth Management
Ohio
$162K +$162K +47 New
AG
133
Algert Global
California
$158K -$155K -45 -49%
SWP
134
Stratos Wealth Partners
Ohio
$154K -$10.3K -3 -6%
HAG
135
HighPoint Advisor Group
Illinois
$154K +$62.3K +19 +68%
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
$145K +$13.8K +4 +11%
PP
137
Paloma Partners
Connecticut
$144K +$144K +42 New
CIM
138
CIM Investment Management
Pennsylvania
$141K -$10.3K -3 -7%
TRCT
139
Tower Research Capital (TRC)
New York
$128K +$34.6K +10 +37%
CFGS
140
Concourse Financial Group Securities
Alabama
$117K +$110K +32 +1,600%
Russell Investments Group
141
Russell Investments Group
United Kingdom
$112K -$78.1K -23 -41%
AIP
142
Ameritas Investment Partners
Nebraska
$111K – – –
ED
143
Exane Derivatives
France
$108K -$59.4K -17 -35%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$102K +$40.8K +12 +67%
Canada Life
145
Canada Life
Manitoba, Canada
$98K – – –
IAIM
146
International Assets Investment Management
Florida
$81K +$57.9K +15 +250%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$70K – – –
HI
148
Harbour Investments
Wisconsin
$69K +$69K +20 New
Parallax Volatility Advisers
149
Parallax Volatility Advisers
California
$67K -$1.39M -394 -95%
CA
150
Clearstead Advisors
Ohio
$67K -$3.35K -1 -5%
4 5
6
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