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Workhorse Group
WKHS

Overview Fund Activity

235 hedge funds and large institutions have $752M invested in Workhorse Group in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 82 increasing their positions, 65 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+16
Holders Change %
+7.31%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
57
Increased
82
Reduced
65
Closed
40
Calls
$174M
Puts
$179M
Net Calls
-$4.61M
Net Calls Change
+$22.5M

Top Buyers

1
RS
Robeco Schweiz
Switzerland
$54.7M
2
AIM
ARK Investment Management
Florida
$55.1M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$17.1M
4
Invesco
Invesco
Georgia
$40.5M
5
First Trust Advisors
First Trust Advisors
Illinois
$27M

Top Sellers

1
SGAM
Seaport Global Asset Management
New York
$21.6M
2
Citigroup
Citigroup
New York
$4.1M
3
Federated Hermes
Federated Hermes
Pennsylvania
$0
4
TI
Think Investments
California
$0
5
CC
Cannell & Co
New York
$673K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
151
Meeder Asset Management
Ohio
$63K +$63K +18 New
CFD
152
Creative Financial Designs
Indiana
$60K +$56.7K +17 +1,700%
CA
153
CastleArk Alternatives
Illinois
$57K -$53.6K -16 -48%
Macquarie Group
154
Macquarie Group
Australia
$57K +$16.8K +5 +42%
Simplex Trading
155
Simplex Trading
Illinois
$52K +$6.93K +2 +15%
SFS
156
Sowell Financial Services
Arkansas
$51K +$38.9K +16 +320%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$47K -$3.36K -1 -7%
NFG
158
Next Financial Group
Texas
$47K +$43.6K +13 +1,300%
HS
159
Horan Securities
United States
$46K +$38.9K +11 +550%
APA
160
American Portfolios Advisors
New York
$45.6K -$42K -12 -48%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$40K -$26.7K -8 -40%
RWB
162
RMR Wealth Builders
New Jersey
$39K +$39K +11 New
CMA
163
Cedar Mountain Advisors
Oregon
$28K – – –
BFEC
164
Benjamin F. Edwards & Company
Missouri
$28K +$28K +8 New
SIC
165
Salem Investment Counselors
North Carolina
$25K -$3.57K -1 -13%
SPIA
166
Steward Partners Investment Advisory
New York
$24.9K +$3.56K +1 +17%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$22K – – –
NFSG
168
Newbridge Financial Services Group
Florida
$21K -$14K -4 -40%
QCG
169
Quadrant Capital Group
Ohio
$18K -$7.2K -2 -29%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
SIAP
171
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K – – –
TCM
172
TD Capital Management
Tennessee
$17K -$10.2K -3 -38%
AA
173
AlphaMark Advisors
Kentucky
$17K +$3.4K +1 +25%
GRP
174
Global Retirement Partners
California
$17K +$3.4K +1 +25%
TWM
175
Tradition Wealth Management
Minnesota
$17K +$13.6K +4 +400%
5 6
7
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