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Workhorse Group

60 hedge funds and large institutions have $3.78M invested in Workhorse Group in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

556% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $321K

0.08% more ownership

Funds ownership: 0.01%0.09% (+0.08%)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

49% less funds holding

Funds holding: 11760 (-57)

72% less capital invested

Capital invested by funds: $13.3M → $3.78M (-$9.54M)

75% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 75

Holders
60
Holders Change
-57
Holders Change %
-48.72%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
12
Reduced
14
Closed
75
Calls
$2.1M
Puts
$321K
Net Calls
+$1.78M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
126
HBK Sorce Advisory
Pennsylvania
-$7.32K -10 Closed
KAS
127
Kestra Advisory Services
Texas
-$6.95K -10 Closed
TSS
128
Two Sigma Securities
New York
-$6.99K -10 Closed
California State Teachers Retirement System (CalSTRS)
129
California State Teachers Retirement System (CalSTRS)
California
-$6.08K -9 Closed
DAS
130
Dynamic Advisor Solutions
Arizona
-$6.59K -9 Closed
GWM
131
Greenwich Wealth Management
Connecticut
-$6K -9 Closed
HSBC Holdings
132
HSBC Holdings
United Kingdom
-$6.07K -9 Closed
BPA
133
Beacon Pointe Advisors
California
-$5.29K -8 Closed
Principal Financial Group
134
Principal Financial Group
Iowa
-$5.68K -8 Closed
PAG
135
Private Advisor Group
New Jersey
-$5.44K -8 Closed
PFS
136
Prospera Financial Services
Texas
-$5.41K -8 Closed
VOYA Investment Management
137
VOYA Investment Management
Georgia
-$5.93K -8 Closed
JIC
138
Johnson Investment Counsel
Ohio
-$4.7K -7 Closed
Dimensional Fund Advisors
139
Dimensional Fund Advisors
Texas
-$4.15K -6 Closed
HWM
140
HFG Wealth Management
Texas
-$4.49K -6 Closed
KBFS
141
Kohmann Bosshard Financial Services
Ohio
-$3.99K -6 Closed
Legal & General Group
142
Legal & General Group
United Kingdom
-$4.28K -6 Closed
PI
143
PFG Investments
New York
-$4.11K -6 Closed
PCMC
144
Private Capital Management (Colorado)
Colorado
-$3.9K -6 Closed
AWS
145
Atria Wealth Solutions
New York
-$3.37K -5 Closed
DLA
146
Douglas Lane & Associates
New York
-$3.48K -5 Closed
ECM
147
Estabrook Capital Management
New York
-$3.52K -5 Closed
EI
148
Ethic Inc
New York
-$3.58K -5 Closed
FAM
149
Formidable Asset Management
Ohio
-$3.71K -5 Closed
SG
150
StoneX Group
New York
-$3.17K -5 Closed

WKHS Hedge Fund Activity: Q2 2024 in Review

60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2024, worth a combined $3.78M — down 72% from $13.3M a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of WKHS and 19 opened new positions — a net loss of 56 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was Centiva Capital, opening a new position worth an estimated $1.16M. The largest seller was BlackRock, cutting an estimated $2.03M.

  • 60 institutional investors held Workhorse Group (WKHS) as of Q2 2024, down from 117 in Q1 2024.
  • Funds reported $3.78M of Workhorse Group stock for Q2 2024, down 72% quarter-over-quarter.
  • 19 funds opened new Workhorse Group positions in Q2 2024 and 75 closed out, a net change of -56 holders.
  • The largest Workhorse Group buyer in Q2 2024 was Centiva Capital, an estimated $1.16M added.
  • The largest Workhorse Group seller in Q2 2024 was BlackRock, an estimated $2.03M sold.

Based on aggregated 13F filings for Q2 2024.