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Workhorse Group
WKHS

Overview Fund Activity

219 hedge funds and large institutions have $963M invested in Workhorse Group in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+31
Holders Change %
+16.49%
% of All Funds
3.89%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
68
Increased
77
Reduced
40
Closed
36
Calls
$198M
Puts
$225M
Net Calls
-$27.1M
Net Calls Change
-$85.7M

Top Buyers

1
Citigroup
1
Citigroup
New York
$39.8M
2
PAG
2
Private Advisor Group
New Jersey
$24.3M
3
AIM
3
ARK Investment Management
Florida
$36.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$103M
5
Invesco
5
Invesco
Georgia
$37.5M

Top Sellers

1
ACM
1
Arosa Capital Management
Florida
$10.2M
2
Bank of America
2
Bank of America
North Carolina
$2.42M
3
CC
3
Cannell & Co
New York
$16M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$21M
5
Simplex Trading
5
Simplex Trading
Illinois
$65K
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
151
Tower Research Capital (TRC)
New York
$131K -$1.31M -269 -91%
MA
152
MCF Advisors
Kentucky
$124K – – –
APA
153
American Portfolios Advisors
New York
$123K -$1.31M -266 -91%
CA
154
Clearstead Advisors
Ohio
$106K – – –
Fidelity Investments
155
Fidelity Investments
Massachusetts
$101K +$55.6K +11 +122%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$101K +$101K +20 New
IA
157
Inspire Advisors
Idaho
$99K +$99K +20 New
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$87K +$4.83K +1 +6%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$76K +$35.5K +7 +88%
Simplex Trading
160
Simplex Trading
Illinois
$65K -$5.7M -1,139 -99%
Skandinaviska Enskilda Banken (SEB)
161
Skandinaviska Enskilda Banken (SEB)
Sweden
$61K – – –
Macquarie Group
162
Macquarie Group
Australia
$59K +$59K +12 New
GWMIA
163
Global Wealth Management Investment Advisory
Florida
$56K +$15.3K +3 +38%
NFSG
164
Newbridge Financial Services Group
Florida
$49K +$49K +10 New
TCM
165
TD Capital Management
Tennessee
$40K – – –
CMA
166
Cedar Mountain Advisors
Oregon
$40K – – –
SIC
167
Salem Investment Counselors
North Carolina
$40K – – –
EP
168
Eudaimonia Partners
Tennessee
$37K – – –
QCG
169
Quadrant Capital Group
Ohio
$36K +$15.4K +3 +75%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$31K +$5.17K +1 +20%
SPIA
171
Steward Partners Investment Advisory
New York
$30K -$20K -4 -40%
IAIM
172
International Assets Investment Management
Florida
$28K +$28K +6 New
SIAP
173
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$26K +$20.8K +4 +400%
SIS
174
Sound Income Strategies
Florida
$23K – – –
SFS
175
Sowell Financial Services
Arkansas
$23K +$13.8K +3 +150%
5 6
7
8 9