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Workhorse Group
WKHS

Overview Fund Activity

162 hedge funds and large institutions have $22M invested in Workhorse Group in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
–
Holders Change %
0%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
41
Reduced
37
Closed
22
Calls
$270K
Puts
$446K
Net Calls
-$176K
Net Calls Change
-$99K

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.4M
2
State Street
2
State Street
Massachusetts
$4.14M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.9M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.76M
5
Charles Schwab
5
Charles Schwab
California
$669K

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
ECM
2
ExodusPoint Capital Management
New York
$0
3
Millennium Management
3
Millennium Management
New York
$105K
4
HF
4
HRT Financial
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$54.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
S
126
SignatureFD
Georgia
$497 -$99 -1 -17%
TCM
127
TD Capital Management
Tennessee
$497 – – –
GWSG
128
GPS Wealth Strategies Group
Colorado
$490 – – –
SIS
129
Sound Income Strategies
Florida
$487 – – –
SIC
130
Salem Investment Counselors
North Carolina
$415 – – –
GRP
131
Global Retirement Partners
California
$405 – – –
TWC
132
TD Waterhouse Canada
Ontario, Canada
$390 – – –
FWM
133
Focused Wealth Management
New York
$373 – – –
SWM
134
Sanctuary Wealth Management
Idaho
$337 +$337 +3 New
QCG
135
Quadrant Capital Group
Ohio
$335 – – –
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$327 – – –
PFBT
137
Parkside Financial Bank & Trust
Missouri
$277 – – –
JFA
138
JNBA Financial Advisors
Minnesota
$228 – – –
BOC
139
Bull Oak Capital
California
$207 +$207 +2 New
US Bancorp
140
US Bancorp
Minnesota
$198 – – –
MA
141
MCF Advisors
Kentucky
$175 – – –
HGERS
142
Householder Group Estate & Retirement Specialist
Arizona
$135 +$135 +1 New
CIA
143
Cape Investment Advisory
Georgia
$132 – – –
KFS
144
Kelly Financial Services
Massachusetts
$128 – – –
PA
145
PSI Advisors
Florida
$127 – – –
FFA
146
Farther Finance Advisors
California
$124 – – –
TCOV
147
Trust Company of Vermont
Vermont
$124 – – –
SPIA
148
Steward Partners Investment Advisory
New York
$124 +$124 +1 New
HI
149
Harbour Investments
Wisconsin
$116 – – –
CA
150
Clearstead Advisors
Ohio
$104 – – –
4 5
6
7 8