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Workhorse Group
WKHS

Overview Fund Activity

151 hedge funds and large institutions have $13.3M invested in Workhorse Group in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-3
Holders Change %
-1.95%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
42
Reduced
28
Closed
26
Calls
$446K
Puts
$128K
Net Calls
+$318K
Net Calls Change
-$172K

Top Buyers

1
SAG
1
SageView Advisory Group
California
$507K
2
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$483K
3
BlackRock
3
BlackRock
New York
$3.69M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.3M
5
Swedbank
5
Swedbank
Sweden
$303K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$199K
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$333K
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$20.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFWM
126
Future Financial Wealth Management
Ohio
$235 +$235 +4 New
HFS
127
Horizon Financial Services
North Carolina
$235 +$235 +4 New
FFA
128
Farther Finance Advisors
California
$210 +$105 +2 +100%
SWM
129
Sanctuary Wealth Management
Idaho
$191 – – –
QCG
130
Quadrant Capital Group
Ohio
$190 – – –
PFBT
131
Parkside Financial Bank & Trust
Missouri
$157 – – –
Credit Agricole
132
Credit Agricole
France
$152 – – –
JFA
133
JNBA Financial Advisors
Minnesota
$130 – – –
US Bancorp
134
US Bancorp
Minnesota
$112 – – –
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$109 +$109 +2 New
FGAM
136
Financial Gravity Asset Management
Texas
$102 – – –
HGERS
137
Householder Group Estate & Retirement Specialist
Arizona
$88 +$44 +1 +100%
CA
138
Continuum Advisory
Idaho
$73 +$73 +1 New
KFS
139
Kelly Financial Services
Massachusetts
$72 – – –
TCOV
140
Trust Company of Vermont
Vermont
$70 – – –
AWM
141
Avior Wealth Management
Nebraska
$62 – – –
CYG
142
Clean Yield Group
Vermont
$47 – – –
OPTFSNA
143
Old Point Trust & Financial Services N A
Virginia
$47 +$47 +1 New
PBK
144
Peoples Bank (Kansas)
Kansas
$46 – – –
NC
145
NewSquare Capital
Pennsylvania
$35 – – –
SPIA
146
Steward Partners Investment Advisory
New York
$35 – – –
ME
147
McIlrath & Eck
Washington
$35 – – –
GJWM
148
Gilliland Jeter Wealth Management
Arkansas
$23 – – –
SA
149
Scarborough Advisors
Maryland
$19 -$29 – –
Toronto Dominion Bank
150
Toronto Dominion Bank
Ontario, Canada
$14 -$22 – –
4 5
6
7 8