We are live on ! Find out more
WKHS icon

Workhorse Group
WKHS

145 hedge funds and large institutions have $89.4M invested in Workhorse Group in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $6.03M | Put options by funds: $2.02M

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 145 → 145 (0)

0% more ownership

Funds ownership: 0.01% → 0.01% (+0%)

41% less capital invested

Capital invested by funds: $151M → $89.4M (-$61.8M)

Holders
145
Holders Change
–
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
42
Reduced
37
Closed
21
Calls
$6.03M
Puts
$2.02M
Net Calls
+$4.01M
Net Calls Change
-$3.73M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.71M
2
Invesco
Invesco
Georgia
+$2.36M
3
Marshall Wace
Marshall Wace
United Kingdom
+$1.87M
4
State Street
State Street
Massachusetts
+$1.65M
5
Millennium Management
Millennium Management
New York
+$1.4M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.79M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.49M
3
Goldman Sachs
Goldman Sachs
New York
-$944K
4
SFI
Susquehanna Fundamental Investments
Pennsylvania
-$937K
5
CSS
Cubist Systematic Strategies
Connecticut
-$830K
Name Holding Trade Value Shares
Change 		Change in
Stake
CM
126
Castleark Management
Illinois
$11.5K – – –
Canada Life
127
Canada Life
Manitoba, Canada
$11K – – –
RTC
128
Riverview Trust Company
Washington
$11K +$13.8K +2 New
Fidelity Investments
129
Fidelity Investments
Massachusetts
$10.4K – – –
DFCM
130
Dark Forest Capital Management
Puerto Rico
$9.65K +$13.8K +2 New
CFD
131
Creative Financial Designs
Indiana
$9.09K – – –
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$8.5K – – –
NFSG
133
Newbridge Financial Services Group
Florida
$7.68K – – –
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$7K +$6.89K +1 +100%
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$6.43K – – –
NA
136
NewEdge Advisors
Louisiana
$6.42K +$13.8K +2 New
RFA
137
Register Financial Advisors
Georgia
$6.08K +$6.89K +1 New
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
VNA
139
Valley National Advisers
Pennsylvania
$6K – – –
MCC
140
Money Concepts Capital
Florida
$5.44K +$6.89K +1 New
CSWM
141
Cassady Schiller Wealth Management
Ohio
$3.72K +$6.89K +1 New
S
142
SignatureFD
Georgia
$3.5K – – –
HT
143
Headlands Technologies
Illinois
$3K +$6.89K +1 New
AF
144
Allworth Financial
California
$2.28K – – –
QCG
145
Quadrant Capital Group
Ohio
$2.08K -$6.89K -1 Closed
BEI
146
Benjamin Edwards Inc
Missouri
$2K – – –
TSWM
147
Tyler-Stone Wealth Management
Ohio
$2K – – –
Credit Agricole
148
Credit Agricole
France
$1.99K – – –
AA
149
Addison Advisors
Vermont
$1.9K – – –
TCM
150
TD Capital Management
Tennessee
$1.82K – – –
4 5
6
7 8

WKHS Hedge Fund Activity: Q4 2022 in Review

145 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2022, worth a combined $89.4M — down 41% from $151M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WKHS positions and 21 closed out — a net gain of 2 holders — while 42 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $2.71M. The largest seller was Susquehanna International Group, cutting an estimated $1.79M.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $89.4M of Workhorse Group stock for Q4 2022, down 41% quarter-over-quarter.
  • 23 funds opened new Workhorse Group positions in Q4 2022 and 21 closed out, a net change of +2 holders.
  • The largest Workhorse Group buyer in Q4 2022 was BlackRock, an estimated $2.71M added.
  • The largest Workhorse Group seller in Q4 2022 was Susquehanna International Group, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2022.