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Workhorse Group
WKHS

Overview Fund Activity

188 hedge funds and large institutions have $1.01B invested in Workhorse Group in 2020 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+60
Holders Change %
+46.88%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
79
Increased
55
Reduced
37
Closed
19
Calls
$328M
Puts
$270M
Net Calls
+$58.6M
Net Calls Change
+$59.8M

Top Buyers

1
ACM
Arosa Capital Management
Florida
$78M
2
BlackRock
BlackRock
New York
$157M
3
Vanguard Group
Vanguard Group
Pennsylvania
$106M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$34.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$23.9M

Top Sellers

1
First Manhattan
First Manhattan
New York
$7.67M
2
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$0
3
CS
Credit Suisse
Switzerland
$534K
4
EI
EAM Investors
California
$4.62M
5
Invesco
Invesco
Georgia
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
151
LifePlan Financial Group
Ohio
$29K +$29K +5 New
QCG
152
Quadrant Capital Group
Ohio
$28K +$28K +4 New
FA
153
Financial Advantage
Maryland
$25K – – –
AA
154
AlphaMark Advisors
Kentucky
$25K – – –
CBT
155
Central Bank & Trust
Kentucky
$25K +$25K +4 New
HCM
156
Highlander Capital Management
New Jersey
$25K +$25K +4 New
PG
157
Proffitt & Goodson
Tennessee
$19K +$19K +3 New
VFA
158
Valeo Financial Advisors
Indiana
$18K -$6K -1 -25%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
FWM
160
Focused Wealth Management
New York
$15K – – –
CAM
161
CenterStar Asset Management
Illinois
$15K – – –
HS
162
Horan Securities
United States
$14K +$14K +2 New
EW
163
Evoke Wealth
California
$14K +$14K +2 New
CCM
164
Chiron Capital Management
Florida
$14K +$14K +2 New
AWA
165
Arkadios Wealth Advisors
Georgia
$13.7K – – –
SFS
166
Sowell Financial Services
Arkansas
$13K -$19.5K -3 -60%
BWM
167
BerganKDV Wealth Management
Minnesota
$13K – – –
BFG
168
Baron Financial Group
New Jersey
$11.4K +$11.4K +2 New
CTC
169
Central Trust Company
Missouri
$11K +$11K +2 New
BWM
170
Baystate Wealth Management
Massachusetts
$10K +$10K +2 New
TFGT
171
TS Financial Group (TSFG)
Illinois
$10K +$10K +2 New
SIAP
172
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K +$9K +1 New
KFS
173
Kelly Financial Services
Massachusetts
$8.75K – – –
CHC
174
City Holding Co
West Virginia
$8K – – –
CFGS
175
Concourse Financial Group Securities
Alabama
$8K +$8K +1 New
5 6
7
8 9