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Workhorse Group

145 hedge funds and large institutions have $151M invested in Workhorse Group in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $4.6M

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

13% more capital invested

Capital invested by funds: $134M → $151M (+$17.6M)

1% more funds holding

Funds holding: 144145 (+1)

0% more ownership

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

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
49
Reduced
31
Closed
13
Calls
$12.3M
Puts
$4.6M
Net Calls
+$7.74M
Net Calls Change
+$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
126
Barclays
United Kingdom
$19K -$9.72K -1 -33%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$18K
APA
128
American Portfolios Advisors
New York
$17K
CFD
129
Creative Financial Designs
Indiana
$17K
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$16K
NFSG
131
Newbridge Financial Services Group
Florida
$15K
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$14K
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$13K
Macquarie Group
134
Macquarie Group
Australia
$12K
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$12K
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$11K
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$10K
VNA
138
Valley National Advisers
Pennsylvania
$9K
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$6K -$9.72K -1 -50%
S
140
SignatureFD
Georgia
$6K
FA
141
Financial Advantage
Maryland
$5K
AF
142
Allworth Financial
California
$5K +$9.72K +1 New
TSWM
143
Tyler-Stone Wealth Management
Ohio
$4K -$9.72K -1 Closed
AA
144
Addison Advisors
Vermont
$4K
CWM
145
CarsonAllaria Wealth Management
Illinois
$4K
Credit Agricole
146
Credit Agricole
France
$4K
CG
147
Cutler Group
California
$4K
QCG
148
Quadrant Capital Group
Ohio
$4K +$9.72K +1 New
BEI
149
Benjamin Edwards Inc
Missouri
$3K -$9.72K -1 Closed
FCB
150
First Command Bank
Texas
$3K

WKHS Hedge Fund Activity: Q3 2022 in Review

145 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2022, worth a combined $151M — up 13% from $134M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WKHS positions and 13 closed out — a net gain of 2 holders — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.99M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $1.96M sold.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q3 2022, up from 144 in Q2 2022.
  • Funds reported $151M of Workhorse Group stock for Q3 2022, up 13% quarter-over-quarter.
  • 15 funds opened new Workhorse Group positions in Q3 2022 and 13 closed out, a net change of +2 holders.
  • The largest Workhorse Group buyer in Q3 2022 was Vanguard Group, an estimated $1.99M added.
  • The largest Workhorse Group seller in Q3 2022 was Two Sigma Investments, an estimated $1.96M sold.

Based on aggregated 13F filings for Q3 2022.