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Workhorse Group

144 hedge funds and large institutions have $134M invested in Workhorse Group in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $5.05M

0% less ownership

Funds ownership: 0.01%0.01% (-0%)

6% less funds holding

Funds holding: 154144 (-10)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

47% less capital invested

Capital invested by funds: $251M → $134M (-$117M)

Holders
144
Holders Change
-10
Holders Change %
-6.49%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
35
Reduced
47
Closed
25
Calls
$10.5M
Puts
$5.05M
Net Calls
+$5.43M
Net Calls Change
-$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$3K
GWSG
152
GPS Wealth Strategies Group
Colorado
$3K
HS
153
Horan Securities
United States
$3K
QCG
154
Quadrant Capital Group
Ohio
$3K
SIC
155
Salem Investment Counselors
North Carolina
$3K
SIS
156
Sound Income Strategies
Florida
$3K
CG
157
Cutler Group
California
$3K +$9.44K +1 New
TWC
158
TD Waterhouse Canada
Ontario, Canada
$2.59K
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$2K -$576K -61 Closed
AF
160
Allworth Financial
California
$2K
AJ
161
Ashburton (Jersey)
Jersey
$2K
CA
162
CoreCap Advisors
Michigan
$2K
FWM
163
Focused Wealth Management
New York
$2K
GRP
164
Global Retirement Partners
California
$2K
PFBT
165
Parkside Financial Bank & Trust
Missouri
$2K
RA
166
Rational Advisors
New York
$2K
SBL
167
Sargent Bickham Lagudis
Colorado
$2K
VVP
168
Venture Visionary Partners
Ohio
$1.3K
BFG
169
Baron Financial Group
New Jersey
$1.17K
AA
170
AlphaMark Advisors
Kentucky
$1K
BFEC
171
Benjamin F. Edwards & Company
Missouri
$1K
BWM
172
BerganKDV Wealth Management
Minnesota
$1K
BFPW
173
BOK Financial Private Wealth
Colorado
$1K
CYG
174
Clean Yield Group
Vermont
$1K
CFGS
175
Concourse Financial Group Securities
Alabama
$1K

WKHS Hedge Fund Activity: Q2 2022 in Review

144 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2022, worth a combined $134M — down 47% from $251M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WKHS and 18 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 35 added.

The largest buyer was State Street, adding an estimated $10.1M. The largest seller was Norges Bank, exiting entirely with an estimated $4.25M sold.

  • 144 institutional investors held Workhorse Group (WKHS) as of Q2 2022, down from 154 in Q1 2022.
  • Funds reported $134M of Workhorse Group stock for Q2 2022, down 47% quarter-over-quarter.
  • 18 funds opened new Workhorse Group positions in Q2 2022 and 25 closed out, a net change of -7 holders.
  • The largest Workhorse Group buyer in Q2 2022 was State Street, an estimated $10.1M added.
  • The largest Workhorse Group seller in Q2 2022 was Norges Bank, an estimated $4.25M sold.

Based on aggregated 13F filings for Q2 2022.