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Workhorse Group
WKHS

143 hedge funds and large institutions have $81.1M invested in Workhorse Group in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $1.08M

0% less ownership

Funds ownership: 0.01% → 0.01% (-0%)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 145 → 143 (-2)

9% less capital invested

Capital invested by funds: $89.4M → $81.1M (-$8.32M)

12% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 42

Holders
143
Holders Change
-2
Holders Change %
-1.38%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
37
Reduced
42
Closed
19
Calls
$1.2M
Puts
$1.08M
Net Calls
+$116K
Net Calls Change
-$3.89M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$3.09M
2
Invesco
Invesco
Georgia
+$3.01M
3
BlackRock
BlackRock
New York
+$1M
4
Millennium Management
Millennium Management
New York
+$900K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$778K

Top Sellers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
-$966K
2
SLAM
Swiss Life Asset Management
-$797K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$763K
4
Two Sigma Investments
Two Sigma Investments
New York
-$685K
5
Federated Hermes
Federated Hermes
Pennsylvania
-$629K
Name Holding Trade Value Shares
Change 		Change in
Stake
CM
126
Castleark Management
Illinois
$10K – – –
RTC
127
Riverview Trust Company
Washington
$9.37K – – –
Canada Life
128
Canada Life
Manitoba, Canada
$9K – – –
IA
129
IFP Advisors
Florida
$8.92K -$16.6K -3 -75%
CFD
130
Creative Financial Designs
Indiana
$7.95K – – –
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$7.44K – – –
NFSG
132
Newbridge Financial Services Group
Florida
$6.72K – – –
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$5.63K – – –
BAM
134
Belpointe Asset Management
Nevada
$5.51K +$11K +2 New
RFA
135
Register Financial Advisors
Georgia
$5.32K – – –
NA
136
NewEdge Advisors
Louisiana
$4.2K -$5.52K -1 -50%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
VNA
138
Valley National Advisers
Pennsylvania
$4K – – –
CSWM
139
Cassady Schiller Wealth Management
Ohio
$3.26K – – –
IAIM
140
International Assets Investment Management
Florida
$3.02K +$5.52K +1 New
S
141
SignatureFD
Georgia
$2.6K – – –
AF
142
Allworth Financial
California
$2K – – –
AA
143
Addison Advisors
Vermont
$1.66K – – –
QCG
144
Quadrant Capital Group
Ohio
$1.65K – – –
TCM
145
TD Capital Management
Tennessee
$1.6K – – –
GWSG
146
GPS Wealth Strategies Group
Colorado
$1.57K – – –
SIS
147
Sound Income Strategies
Florida
$1.56K – – –
Credit Agricole
148
Credit Agricole
France
$1.33K – – –
SIC
149
Salem Investment Counselors
North Carolina
$1.33K – – –
HS
150
Horan Securities
United States
$1.29K – – –
4 5
6
7 8

WKHS Hedge Fund Activity: Q1 2023 in Review

143 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2023, worth a combined $81.1M — down 9.3% from $89.4M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of WKHS and 18 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 37 added.

The largest buyer was Jane Street, adding an estimated $3.09M. The largest seller was Marshall Wace, cutting an estimated $966K.

  • 143 institutional investors held Workhorse Group (WKHS) as of Q1 2023, down from 145 in Q4 2022.
  • Funds reported $81.1M of Workhorse Group stock for Q1 2023, down 9.3% quarter-over-quarter.
  • 18 funds opened new Workhorse Group positions in Q1 2023 and 19 closed out, a net change of -1 holder.
  • The largest Workhorse Group buyer in Q1 2023 was Jane Street, an estimated $3.09M added.
  • The largest Workhorse Group seller in Q1 2023 was Marshall Wace, an estimated $966K sold.

Based on aggregated 13F filings for Q1 2023.