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Workhorse Group
WKHS

Overview Fund Activity

154 hedge funds and large institutions have $18.9M invested in Workhorse Group in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-8
Holders Change %
-4.94%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
49
Reduced
28
Closed
29
Calls
$782K
Puts
$292K
Net Calls
+$490K
Net Calls Change
+$666K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.12M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$776K
3
BlackRock
3
BlackRock
New York
$4.98M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.75M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$216K

Top Sellers

1
State Street
1
State Street
Massachusetts
$1.58M
2
Mitsubishi UFJ Asset Management
2
Mitsubishi UFJ Asset Management
Japan
$0
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$0
4
VF
4
Virtu Financial
New York
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$305 – – –
SWM
127
Sanctuary Wealth Management
Idaho
$293 – – –
QCG
128
Quadrant Capital Group
Ohio
$291 – – –
FWM
129
Focused Wealth Management
New York
$288 -$96 -1 -25%
MA
130
MCF Advisors
Kentucky
$252 +$84 +1 +50%
PFBT
131
Parkside Financial Bank & Trust
Missouri
$241 – – –
JFA
132
JNBA Financial Advisors
Minnesota
$198 – – –
US Bancorp
133
US Bancorp
Minnesota
$172 – – –
FFA
134
Farther Finance Advisors
California
$155 +$78 +1 +100%
KFS
135
Kelly Financial Services
Massachusetts
$111 – – –
PA
136
PSI Advisors
Florida
$111 – – –
TCOV
137
Trust Company of Vermont
Vermont
$108 – – –
HI
138
Harbour Investments
Wisconsin
$101 – – –
AWM
139
Avior Wealth Management
Nebraska
$86 – – –
CFGS
140
Concourse Financial Group Securities
Alabama
$72 – – –
CYG
141
Clean Yield Group
Vermont
$72 – – –
RIM
142
Rockbridge Investment Management
New York
$72 +$72 +1 New
PBK
143
Peoples Bank (Kansas)
Kansas
$70 – – –
FFA
144
Frazier Financial Advisors
Ohio
$63 +$63 +1 New
FGAM
145
Financial Gravity Asset Management
Texas
$62 +$62 +1 New
NC
146
NewSquare Capital
Pennsylvania
$54 – – –
ME
147
McIlrath & Eck
Washington
$54 – – –
SPIA
148
Steward Partners Investment Advisory
New York
$54 – – –
CIA
149
Cape Investment Advisory
Georgia
$53 – – –
SA
150
Scarborough Advisors
Maryland
$29 – – –
4 5
6
7 8