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Workhorse Group
WKHS

122 hedge funds and large institutions have $22M invested in Workhorse Group in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

0% less ownership

Funds ownership: 0.01% → 0.01% (-0%)

5% less funds holding

Funds holding: 128 → 122 (-6)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

39% less call options, than puts

Call options by funds: $270K | Put options by funds: $446K

53% less capital invested

Capital invested by funds: $46.4M → $22M (-$24.4M)

Holders
122
Holders Change
-6
Holders Change %
-4.69%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
37
Reduced
31
Closed
23
Calls
$270K
Puts
$446K
Net Calls
-$176K
Net Calls Change
-$99K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$751K
2
State Street
State Street
Massachusetts
+$615K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$604K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$589K
5
Charles Schwab
Charles Schwab
California
+$458K

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$912K
2
ECM
ExodusPoint Capital Management
New York
-$704K
3
Millennium Management
Millennium Management
New York
-$607K
4
JP Morgan Chase
JP Morgan Chase
New York
-$414K
5
Jane Street
Jane Street
New York
-$347K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
126
Addison Advisors
Vermont
$518 – – –
S
127
SignatureFD
Georgia
$497 -$2.57K -1 Closed
TCM
128
TD Capital Management
Tennessee
$497 – – –
GWSG
129
GPS Wealth Strategies Group
Colorado
$490 – – –
SIS
130
Sound Income Strategies
Florida
$487 – – –
SIC
131
Salem Investment Counselors
North Carolina
$415 – – –
GRP
132
Global Retirement Partners
California
$405 – – –
TWC
133
TD Waterhouse Canada
Ontario, Canada
$390 – – –
FWM
134
Focused Wealth Management
New York
$373 – – –
SWM
135
Sanctuary Wealth Management
Idaho
$337 – – –
QCG
136
Quadrant Capital Group
Ohio
$335 – – –
National Bank of Canada
137
National Bank of Canada
Quebec, Canada
$327 – – –
PFBT
138
Parkside Financial Bank & Trust
Missouri
$277 – – –
JFA
139
JNBA Financial Advisors
Minnesota
$228 – – –
BOC
140
Bull Oak Capital
California
$207 – – –
US Bancorp
141
US Bancorp
Minnesota
$198 – – –
MA
142
MCF Advisors
Kentucky
$175 – – –
HGERS
143
Householder Group Estate & Retirement Specialist
Arizona
$135 – – –
CIA
144
Cape Investment Advisory
Georgia
$132 – – –
KFS
145
Kelly Financial Services
Massachusetts
$128 – – –
PA
146
PSI Advisors
Florida
$127 – – –
FFA
147
Farther Finance Advisors
California
$124 – – –
SPIA
148
Steward Partners Investment Advisory
New York
$124 – – –
TCOV
149
Trust Company of Vermont
Vermont
$124 – – –
HI
150
Harbour Investments
Wisconsin
$116 – – –
4 5
6
7 8

WKHS Hedge Fund Activity: Q3 2023 in Review

122 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2023, worth a combined $22M — down 53% from $46.4M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of WKHS and 17 opened new positions — a net loss of 6 holders — while 31 trimmed existing stakes and 37 added.

The largest buyer was BlackRock, adding an estimated $751K. The largest seller was First Trust Advisors, exiting entirely with an estimated $912K sold.

  • 122 institutional investors held Workhorse Group (WKHS) as of Q3 2023, down from 128 in Q2 2023.
  • Funds reported $22M of Workhorse Group stock for Q3 2023, down 53% quarter-over-quarter.
  • 17 funds opened new Workhorse Group positions in Q3 2023 and 23 closed out, a net change of -6 holders.
  • The largest Workhorse Group buyer in Q3 2023 was BlackRock, an estimated $751K added.
  • The largest Workhorse Group seller in Q3 2023 was First Trust Advisors, an estimated $912K sold.

Based on aggregated 13F filings for Q3 2023.