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Workhorse Group
WKHS

154 hedge funds and large institutions have $251M invested in Workhorse Group in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $14.4M

81% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 31

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

12% more capital invested

Capital invested by funds: $223M → $251M (+$27.2M)

1% more funds holding

Funds holding: 152 → 154 (+2)

0% more ownership

Funds ownership: 0.01% → 0.01% (+0%)

Holders
154
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
56
Reduced
31
Closed
19
Calls
$26.6M
Puts
$14.4M
Net Calls
+$12.2M
Net Calls Change
+$6.3M

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$6.82M
2
BlackRock
BlackRock
New York
+$5.43M
3
Millennium Management
Millennium Management
New York
+$3.14M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.32M
5
CSS
Cubist Systematic Strategies
Connecticut
+$1.47M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$14.6M
2
AA
ALPS Advisors
Colorado
-$5.61M
3
Goldman Sachs
Goldman Sachs
New York
-$4.16M
4
SC
Sculptor Capital
New York
-$2.15M
5
Jane Street
Jane Street
New York
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$8K +$11K +1 New
ACM
152
Aquatic Capital Management
Illinois
$7K – – –
Credit Agricole
153
Credit Agricole
France
$7K – – –
GWM
154
Geneos Wealth Management
Colorado
$7K – – –
TSWM
155
Tyler-Stone Wealth Management
Ohio
$7K – – –
AA
156
Addison Advisors
Vermont
$6K – – –
CWM
157
CarsonAllaria Wealth Management
Illinois
$6K – – –
GWSG
158
GPS Wealth Strategies Group
Colorado
$6K – – –
SIS
159
Sound Income Strategies
Florida
$6K – – –
FCB
160
First Command Bank
Texas
$5K – – –
FCFS
161
First Command Financial Services
Texas
$5K – – –
FWM
162
Focused Wealth Management
New York
$5K – – –
HS
163
Horan Securities
United States
$5K – – –
LC
164
Lindbrook Capital
California
$5K – – –
SIC
165
Salem Investment Counselors
North Carolina
$5K – – –
TWC
166
TD Waterhouse Canada
Ontario, Canada
$4.73K – – –
QCG
167
Quadrant Capital Group
Ohio
$4K – – –
RA
168
Rational Advisors
New York
$4K – – –
SBL
169
Sargent Bickham Lagudis
Colorado
$4K – – –
DB
170
Dravo Bay
Delaware
$3.75K – – –
CG
171
Cutler Group
California
$3K -$55.1K -5 Closed
AF
172
Allworth Financial
California
$3K – – –
AJ
173
Ashburton (Jersey)
Jersey
$3K – – –
BFEC
174
Benjamin F. Edwards & Company
Missouri
$3K – – –
BWM
175
BerganKDV Wealth Management
Minnesota
$3K – – –
5 6
7
8 9

WKHS Hedge Fund Activity: Q1 2022 in Review

154 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2022, worth a combined $251M — up 12% from $223M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WKHS positions and 19 closed out — a net gain of 4 holders — while 56 added to existing stakes and 31 trimmed.

The largest buyer was D.E. Shaw & Co, opening a new position worth an estimated $6.82M. The largest seller was First Trust Advisors, cutting an estimated $14.6M.

  • 154 institutional investors held Workhorse Group (WKHS) as of Q1 2022, up from 152 in Q4 2021.
  • Funds reported $251M of Workhorse Group stock for Q1 2022, up 12% quarter-over-quarter.
  • 23 funds opened new Workhorse Group positions in Q1 2022 and 19 closed out, a net change of +4 holders.
  • The largest Workhorse Group buyer in Q1 2022 was D.E. Shaw & Co, an estimated $6.82M added.
  • The largest Workhorse Group seller in Q1 2022 was First Trust Advisors, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2022.