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Workhorse Group

117 hedge funds and large institutions have $13.3M invested in Workhorse Group in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $446K | Put options by funds: $128K

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

4% more funds holding

Funds holding: 112117 (+5)

0% less ownership

Funds ownership: 0.01%0.01% (-0%)

30% less capital invested

Capital invested by funds: $19M → $13.3M (-$5.69M)

Holders
117
Holders Change
+5
Holders Change %
+4.46%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
32
Reduced
21
Closed
17
Calls
$446K
Puts
$128K
Net Calls
+$318K
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
126
Global Retirement Partners
California
$235
HFS
127
Horizon Financial Services
North Carolina
$235
SIC
128
Salem Investment Counselors
North Carolina
$235
FFA
129
Farther Finance Advisors
California
$210
SWM
130
Sanctuary Wealth Management
Idaho
$191
QCG
131
Quadrant Capital Group
Ohio
$190
PFBT
132
Parkside Financial Bank & Trust
Missouri
$157
Credit Agricole
133
Credit Agricole
France
$152
JFA
134
JNBA Financial Advisors
Minnesota
$130
US Bancorp
135
US Bancorp
Minnesota
$112
CIBC Private Wealth Group
136
CIBC Private Wealth Group
Georgia
$109
FGAM
137
Financial Gravity Asset Management
Texas
$102
HGERS
138
Householder Group Estate & Retirement Specialist
Arizona
$88
CA
139
Continuum Advisory
Idaho
$73
KFS
140
Kelly Financial Services
Massachusetts
$72
TCOV
141
Trust Company of Vermont
Vermont
$70
AWM
142
Avior Wealth Management
Nebraska
$62
CYG
143
Clean Yield Group
Vermont
$47
OPTFSNA
144
Old Point Trust & Financial Services N A
Virginia
$47
PBK
145
Peoples Bank (Kansas)
Kansas
$46
ME
146
McIlrath & Eck
Washington
$35
NC
147
NewSquare Capital
Pennsylvania
$35
SPIA
148
Steward Partners Investment Advisory
New York
$35
GJWM
149
Gilliland Jeter Wealth Management
Arkansas
$23
SA
150
Scarborough Advisors
Maryland
$19