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Workhorse Group
WKHS

112 hedge funds and large institutions have $19M invested in Workhorse Group in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $782K | Put options by funds: $292K

105% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 20

0% less ownership

Funds ownership: 0.01% → 0.01% (-0%)

8% less funds holding

Funds holding: 122 → 112 (-10)

14% less capital invested

Capital invested by funds: $22M → $19M (-$3.01M)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
112
Holders Change
-10
Holders Change %
-8.2%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
41
Reduced
20
Closed
26
Calls
$782K
Puts
$292K
Net Calls
+$490K
Net Calls Change
+$666K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$924K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$350K
3
BlackRock
BlackRock
New York
+$328K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$248K
5
JP Morgan Chase
JP Morgan Chase
New York
+$187K

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$2.23M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$508K
3
Rafferty Asset Management
Rafferty Asset Management
New York
-$324K
4
VF
Virtu Financial
New York
-$226K
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$130K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
126
Global Retirement Partners
California
$314 – – –
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$305 – – –
SWM
128
Sanctuary Wealth Management
Idaho
$293 – – –
QCG
129
Quadrant Capital Group
Ohio
$291 – – –
FWM
130
Focused Wealth Management
New York
$288 – – –
MA
131
MCF Advisors
Kentucky
$252 – – –
PFBT
132
Parkside Financial Bank & Trust
Missouri
$241 – – –
JFA
133
JNBA Financial Advisors
Minnesota
$198 – – –
US Bancorp
134
US Bancorp
Minnesota
$172 – – –
FFA
135
Farther Finance Advisors
California
$155 – – –
KFS
136
Kelly Financial Services
Massachusetts
$111 – – –
PA
137
PSI Advisors
Florida
$111 – – –
TCOV
138
Trust Company of Vermont
Vermont
$108 – – –
HI
139
Harbour Investments
Wisconsin
$101 – – –
AWM
140
Avior Wealth Management
Nebraska
$86 – – –
CYG
141
Clean Yield Group
Vermont
$72 – – –
CFGS
142
Concourse Financial Group Securities
Alabama
$72 – – –
RIM
143
Rockbridge Investment Management
New York
$72 – – –
PBK
144
Peoples Bank (Kansas)
Kansas
$70 – – –
FFA
145
Frazier Financial Advisors
Ohio
$63 – – –
FGAM
146
Financial Gravity Asset Management
Texas
$62 – – –
ME
147
McIlrath & Eck
Washington
$54 – – –
NC
148
NewSquare Capital
Pennsylvania
$54 – – –
SPIA
149
Steward Partners Investment Advisory
New York
$54 – – –
CIA
150
Cape Investment Advisory
Georgia
$53 – – –
4 5
6
7 8

WKHS Hedge Fund Activity: Q4 2023 in Review

112 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2023, worth a combined $19M — down 14% from $22M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of WKHS and 16 opened new positions — a net loss of 10 holders — while 20 trimmed existing stakes and 41 added.

The largest buyer was Morgan Stanley, adding an estimated $924K. The largest seller was State Street, cutting an estimated $2.23M.

  • 112 institutional investors held Workhorse Group (WKHS) as of Q4 2023, down from 122 in Q3 2023.
  • Funds reported $19M of Workhorse Group stock for Q4 2023, down 14% quarter-over-quarter.
  • 16 funds opened new Workhorse Group positions in Q4 2023 and 26 closed out, a net change of -10 holders.
  • The largest Workhorse Group buyer in Q4 2023 was Morgan Stanley, an estimated $924K added.
  • The largest Workhorse Group seller in Q4 2023 was State Street, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2023.