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Workhorse Group
WKHS

128 hedge funds and large institutions have $46.4M invested in Workhorse Group in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less ownership

Funds ownership: 0.01% → 0.01% (-0%)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

10% less funds holding

Funds holding: 143 → 128 (-15)

13% less call options, than puts

Call options by funds: $495K | Put options by funds: $572K

43% less capital invested

Capital invested by funds: $81.1M → $46.4M (-$34.6M)

47% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 32

Holders
128
Holders Change
-15
Holders Change %
-10.49%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
33
Reduced
35
Closed
32
Calls
$495K
Puts
$572K
Net Calls
-$77K
Net Calls Change
-$193K

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$1.11M
2
ECM
ExodusPoint Capital Management
New York
+$776K
3
Rafferty Asset Management
Rafferty Asset Management
New York
+$759K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$684K
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$560K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$7.57M
2
Jane Street
Jane Street
New York
-$1.14M
3
AA
ALPS Advisors
Colorado
-$980K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$910K
5
N
Nuveen
North Carolina
-$701K
Name Holding Trade Value Shares
Change 		Change in
Stake
S
126
SignatureFD
Georgia
$1.4K – – –
BAM
127
Bosun Asset Management
Illinois
$1.4K +$2.89K +1 New
AF
128
Allworth Financial
California
$1.31K – – –
AA
129
Addison Advisors
Vermont
$1.09K – – –
TCM
130
TD Capital Management
Tennessee
$1.05K – – –
GWSG
131
GPS Wealth Strategies Group
Colorado
$1.03K – – –
SIS
132
Sound Income Strategies
Florida
$1.02K – – –
AA
133
AlphaMark Advisors
Kentucky
$1K – – –
AJ
134
Ashburton (Jersey)
Jersey
$1K – – –
BEI
135
Benjamin Edwards Inc
Missouri
$1K – – –
TSWM
136
Tyler-Stone Wealth Management
Ohio
$1K – – –
HS
137
Horan Securities
United States
$950 – – –
Credit Agricole
138
Credit Agricole
France
$872 – – –
GRP
139
Global Retirement Partners
California
$872 – – –
SIC
140
Salem Investment Counselors
North Carolina
$872 – – –
TWC
141
TD Waterhouse Canada
Ontario, Canada
$870 – – –
RA
142
Rational Advisors
New York
$793 – – –
FWM
143
Focused Wealth Management
New York
$784 – – –
National Bank of Canada
144
National Bank of Canada
Quebec, Canada
$735 – – –
QCG
145
Quadrant Capital Group
Ohio
$704 – – –
PFBT
146
Parkside Financial Bank & Trust
Missouri
$583 – – –
JFA
147
JNBA Financial Advisors
Minnesota
$480 – – –
BWM
148
BerganKDV Wealth Management
Minnesota
$436 – – –
US Bancorp
149
US Bancorp
Minnesota
$417 – – –
MA
150
MCF Advisors
Kentucky
$367 – – –
4 5
6
7 8

WKHS Hedge Fund Activity: Q2 2023 in Review

128 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2023, worth a combined $46.4M — down 43% from $81.1M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of WKHS and 17 opened new positions — a net loss of 15 holders — while 35 trimmed existing stakes and 33 added.

The largest buyer was State Street, adding an estimated $1.11M. The largest seller was Invesco, cutting an estimated $7.57M.

  • 128 institutional investors held Workhorse Group (WKHS) as of Q2 2023, down from 143 in Q1 2023.
  • Funds reported $46.4M of Workhorse Group stock for Q2 2023, down 43% quarter-over-quarter.
  • 17 funds opened new Workhorse Group positions in Q2 2023 and 32 closed out, a net change of -15 holders.
  • The largest Workhorse Group buyer in Q2 2023 was State Street, an estimated $1.11M added.
  • The largest Workhorse Group seller in Q2 2023 was Invesco, an estimated $7.57M sold.

Based on aggregated 13F filings for Q2 2023.