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Workhorse Group

145 hedge funds and large institutions have $1.01B invested in Workhorse Group in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 18

153% more capital invested

Capital invested by funds: $397M → $1.01B (+$609M)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

34% more funds holding

Funds holding: 108145 (+37)

22% more call options, than puts

Call options by funds: $328M | Put options by funds: $270M

0% more ownership

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

Holders
145
Holders Change
+37
Holders Change %
+34.26%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
55
Increased
49
Reduced
31
Closed
18
Calls
$328M
Puts
$270M
Net Calls
+$58.6M
Net Calls Change
+$59.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
151
LifePlan Financial Group
Ohio
$29K
QCG
152
Quadrant Capital Group
Ohio
$28K
AA
153
AlphaMark Advisors
Kentucky
$25K
CBT
154
Central Bank & Trust
Kentucky
$25K
FA
155
Financial Advantage
Maryland
$25K
HCM
156
Highlander Capital Management
New Jersey
$25K
PG
157
Proffitt & Goodson
Tennessee
$19K
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$18K
VFA
159
Valeo Financial Advisors
Indiana
$18K
CAM
160
CenterStar Asset Management
Illinois
$15K
FWM
161
Focused Wealth Management
New York
$15K
CCM
162
Chiron Capital Management
Florida
$14K
EW
163
Evoke Wealth
California
$14K
HS
164
Horan Securities
United States
$14K
AWA
165
Arkadios Wealth Advisors
Georgia
$13.7K
BWM
166
BerganKDV Wealth Management
Minnesota
$13K
SFS
167
Sowell Financial Services
Arkansas
$13K
BFG
168
Baron Financial Group
New Jersey
$11.4K
CTC
169
Central Trust Company
Missouri
$11K
BWM
170
Baystate Wealth Management
Massachusetts
$10K
TFGT
171
TS Financial Group (TSFG)
Illinois
$10K
SIAP
172
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K
KFS
173
Kelly Financial Services
Massachusetts
$8.75K
CHC
174
City Holding Co
West Virginia
$8K
CFGS
175
Concourse Financial Group Securities
Alabama
$8K

WKHS Hedge Fund Activity: Q3 2020 in Review

145 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2020, worth a combined $1.01B — up 153% from $397M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new WKHS positions and 18 closed out — a net gain of 37 holders — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Arosa Capital Management, opening a new position worth an estimated $58.8M. The largest seller was First Manhattan, cutting an estimated $20.8M.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q3 2020, up from 108 in Q2 2020.
  • Funds reported $1.01B of Workhorse Group stock for Q3 2020, up 153% quarter-over-quarter.
  • 55 funds opened new Workhorse Group positions in Q3 2020 and 18 closed out, a net change of +37 holders.
  • The largest Workhorse Group buyer in Q3 2020 was Arosa Capital Management, an estimated $58.8M added.
  • The largest Workhorse Group seller in Q3 2020 was First Manhattan, an estimated $20.8M sold.

Based on aggregated 13F filings for Q3 2020.