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Workhorse Group
WKHS

Overview Fund Activity

206 hedge funds and large institutions have $223M invested in Workhorse Group in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-9
Holders Change %
-4.19%
% of All Funds
3.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
57
Reduced
54
Closed
46
Calls
$39.9M
Puts
$34M
Net Calls
+$5.92M
Net Calls Change
+$2.48M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$22.6M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$28.9M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.98M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.13M
5
Invesco
5
Invesco
Georgia
$18M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$658K
2
Goldman Sachs
2
Goldman Sachs
New York
$5.84M
3
TI
3
Think Investments
California
$0
4
WM
4
WS Management
Florida
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$52K
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
151
Benjamin Edwards Inc
Missouri
$7K +$7K +6 New
GWM
152
Geneos Wealth Management
Colorado
$6K – – –
Credit Agricole
153
Credit Agricole
France
$6K – – –
TSWM
154
Tyler-Stone Wealth Management
Ohio
$6K +$6K +5 New
RFA
155
Reilly Financial Advisors
California
$5K – – –
TCM
156
TD Capital Management
Tennessee
$5K – – –
CCMW
157
Cypress Capital Management (Wyoming)
Wyoming
$5K – – –
SIS
158
Sound Income Strategies
Florida
$5K – – –
GWSG
159
GPS Wealth Strategies Group
Colorado
$5K – – –
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$5K +$1.25K +1 +33%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +4 New
CWM
162
CarsonAllaria Wealth Management
Illinois
$5K +$5K +5 New
TWC
163
TD Waterhouse Canada
Ontario, Canada
$4.49K +$4.49K +4 New
CFGS
164
Concourse Financial Group Securities
Alabama
$4K -$1K -1 -20%
FWM
165
Focused Wealth Management
New York
$4K – – –
QCG
166
Quadrant Capital Group
Ohio
$4K – – –
SIC
167
Salem Investment Counselors
North Carolina
$4K – – –
FCFS
168
First Command Financial Services
Texas
$4K – – –
HS
169
Horan Securities
United States
$4K +$4K +4 New
CA
170
CoreCap Advisors
Michigan
$4K +$4K +4 New
AJ
171
Ashburton (Jersey)
Jersey
$3K – – –
AF
172
Allworth Financial
California
$3K – – –
BFG
173
Baron Financial Group
New Jersey
$2.01K – – –
WWM
174
Wagner Wealth Management
South Carolina
$2K -$1K -1 -33%
BFEC
175
Benjamin F. Edwards & Company
Missouri
$2K – – –
5 6
7
8 9