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Workhorse Group
WKHS

145 hedge funds and large institutions have $89.4M invested in Workhorse Group in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $6.03M | Put options by funds: $2.02M

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 145 → 145 (0)

0% more ownership

Funds ownership: 0.01% → 0.01% (+0%)

41% less capital invested

Capital invested by funds: $151M → $89.4M (-$61.8M)

Holders
145
Holders Change
–
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
42
Reduced
37
Closed
21
Calls
$6.03M
Puts
$2.02M
Net Calls
+$4.01M
Net Calls Change
-$3.73M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.71M
2
Invesco
Invesco
Georgia
+$2.36M
3
Marshall Wace
Marshall Wace
United Kingdom
+$1.87M
4
State Street
State Street
Massachusetts
+$1.65M
5
Millennium Management
Millennium Management
New York
+$1.4M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.79M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.49M
3
Goldman Sachs
Goldman Sachs
New York
-$944K
4
SFI
Susquehanna Fundamental Investments
Pennsylvania
-$937K
5
CSS
Cubist Systematic Strategies
Connecticut
-$830K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
151
CoreCap Advisors
Michigan
$1.81K – – –
SIS
152
Sound Income Strategies
Florida
$1.79K – – –
TWC
153
TD Waterhouse Canada
Ontario, Canada
$1.61K – – –
US Bancorp
154
US Bancorp
Minnesota
$1.55K – – –
RBC
155
Romano Brothers & Co
Illinois
$1.52K – – –
SIC
156
Salem Investment Counselors
North Carolina
$1.52K – – –
HS
157
Horan Securities
United States
$1.47K – – –
GRP
158
Global Retirement Partners
California
$1.44K – – –
RA
159
Rational Advisors
New York
$1.38K – – –
FWM
160
Focused Wealth Management
New York
$1.37K – – –
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$1.28K – – –
AI
162
AdvisorShares Investments
Maryland
$1.18K – – –
SBL
163
Sargent Bickham Lagudis
Colorado
$1.11K – – –
PA
164
Parallel Advisors
California
$1.1K – – –
Parallax Volatility Advisers
165
Parallax Volatility Advisers
California
$1.06K -$13.8K -2 Closed
RTL
166
Red Tortoise LLC
Georgia
$1.03K – – –
PFBT
167
Parkside Financial Bank & Trust
Missouri
$1.01K – – –
Simplex Trading
168
Simplex Trading
Illinois
$1K -$200K -29 Closed
AJ
169
Ashburton (Jersey)
Jersey
$1K – – –
BFEC
170
Benjamin F. Edwards & Company
Missouri
$1K – – –
CWM
171
CarsonAllaria Wealth Management
Illinois
$1K – – –
MWC
172
MBM Wealth Consultants
Missouri
$1K – – –
TFA
173
Transamerica Financial Advisors
Florida
$1K – – –
TCWA
174
Ten Capital Wealth Advisors
Washington
$839 – – –
JFA
175
JNBA Financial Advisors
Minnesota
$836 – – –
5 6
7
8 9

WKHS Hedge Fund Activity: Q4 2022 in Review

145 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2022, worth a combined $89.4M — down 41% from $151M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WKHS positions and 21 closed out — a net gain of 2 holders — while 42 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $2.71M. The largest seller was Susquehanna International Group, cutting an estimated $1.79M.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $89.4M of Workhorse Group stock for Q4 2022, down 41% quarter-over-quarter.
  • 23 funds opened new Workhorse Group positions in Q4 2022 and 21 closed out, a net change of +2 holders.
  • The largest Workhorse Group buyer in Q4 2022 was BlackRock, an estimated $2.71M added.
  • The largest Workhorse Group seller in Q4 2022 was Susquehanna International Group, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2022.