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Workhorse Group
WKHS

145 hedge funds and large institutions have $151M invested in Workhorse Group in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $4.6M

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

13% more capital invested

Capital invested by funds: $134M → $151M (+$17.6M)

1% more funds holding

Funds holding: 144 → 145 (+1)

0% more ownership

Funds ownership: 0.01% → 0.01% (+0%)

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
31
Closed
13
Calls
$12.3M
Puts
$4.6M
Net Calls
+$7.74M
Net Calls Change
+$2.31M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.99M
2
Invesco
Invesco
Georgia
+$1.51M
3
Bank of America
Bank of America
North Carolina
+$1.02M
4
Goldman Sachs
Goldman Sachs
New York
+$923K
5
BlackRock
BlackRock
New York
+$904K

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$1.96M
2
CSS
Cubist Systematic Strategies
Connecticut
-$1.15M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$702K
4
EGM
Engineers Gate Manager
New York
-$690K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
151
First Command Financial Services
Texas
$3K – – –
FWM
152
Focused Wealth Management
New York
$3K – – –
GRP
153
Global Retirement Partners
California
$3K – – –
GWSG
154
GPS Wealth Strategies Group
Colorado
$3K – – –
HS
155
Horan Securities
United States
$3K – – –
RA
156
Rational Advisors
New York
$3K – – –
SIC
157
Salem Investment Counselors
North Carolina
$3K – – –
SIS
158
Sound Income Strategies
Florida
$3K – – –
TCM
159
TD Capital Management
Tennessee
$3K – – –
TWC
160
TD Waterhouse Canada
Ontario, Canada
$2.85K – – –
AI
161
AdvisorShares Investments
Maryland
$2K – – –
AJ
162
Ashburton (Jersey)
Jersey
$2K – – –
CL
163
COWA LLC
Oklahoma
$2K – – –
EW
164
Evoke Wealth
California
$2K – – –
JFA
165
JNBA Financial Advisors
Minnesota
$2K – – –
LC
166
Lindbrook Capital
California
$2K – – –
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$2K – – –
PFBT
168
Parkside Financial Bank & Trust
Missouri
$2K – – –
SBL
169
Sargent Bickham Lagudis
Colorado
$2K – – –
US Bancorp
170
US Bancorp
Minnesota
$1K -$9.72K -1 Closed
AA
171
AlphaMark Advisors
Kentucky
$1K – – –
BHWM
172
Beaird Harris Wealth Management
Texas
$1K – – –
BFEC
173
Benjamin F. Edwards & Company
Missouri
$1K – – –
BWM
174
BerganKDV Wealth Management
Minnesota
$1K – – –
CYG
175
Clean Yield Group
Vermont
$1K – – –
5 6
7
8 9

WKHS Hedge Fund Activity: Q3 2022 in Review

145 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2022, worth a combined $151M — up 13% from $134M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WKHS positions and 13 closed out — a net gain of 2 holders — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.99M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $1.96M sold.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q3 2022, up from 144 in Q2 2022.
  • Funds reported $151M of Workhorse Group stock for Q3 2022, up 13% quarter-over-quarter.
  • 15 funds opened new Workhorse Group positions in Q3 2022 and 13 closed out, a net change of +2 holders.
  • The largest Workhorse Group buyer in Q3 2022 was Vanguard Group, an estimated $1.99M added.
  • The largest Workhorse Group seller in Q3 2022 was Two Sigma Investments, an estimated $1.96M sold.

Based on aggregated 13F filings for Q3 2022.