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Workhorse Group

172 hedge funds and large institutions have $963M invested in Workhorse Group in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 58 increasing their positions, 34 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $1.01B → $963M (-$44.1M)

12% less call options, than puts

Call options by funds: $198M | Put options by funds: $225M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
172
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$198M
Puts
$225M
Net Calls
Net Calls Change

Top Buyers

1 +$39.1M
2 +$22.9M
3 +$22.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$20.3M
5
Invesco
Invesco
Georgia
+$18.2M

Top Sellers

1 -$50.6M
2 -$16.4M
3 -$6.29M
4
Simplex Trading
Simplex Trading
Illinois
-$6.17M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.82M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$131K
152
$124K
153
$123K
154
$106K
155
$101K
156
$101K
157
$99K
158
$87K
159
$76K
160
$65K
161
$61K
162
$59K
163
$56K
164
$49K
165
$40K
166
$40K
167
$40K
168
$37K
169
$36K
170
$31K
171
$30K
172
$28K
173
$26K
174
$23K
175
$23K