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Workhorse Group
WKHS

Overview Fund Activity

195 hedge funds and large institutions have $88.6M invested in Workhorse Group in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
53
Reduced
50
Closed
26
Calls
$6.03M
Puts
$2.02M
Net Calls
+$4.01M
Net Calls Change
-$3.73M

Top Buyers

1
BlackRock
1
BlackRock
New York
$17.5M
2
Invesco
2
Invesco
Georgia
$9.61M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$1.24M
4
State Street
4
State Street
Massachusetts
$11.8M
5
Millennium Management
5
Millennium Management
New York
$1.03M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$338K
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$397K
3
SFI
3
Susquehanna Fundamental Investments
Pennsylvania
$0
4
CSS
4
Cubist Systematic Strategies
Connecticut
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$436K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
151
Sound Income Strategies
Florida
$1.79K – – –
TWC
152
TD Waterhouse Canada
Ontario, Canada
$1.61K – – –
US Bancorp
153
US Bancorp
Minnesota
$1.55K +$776 +2 +100%
SIC
154
Salem Investment Counselors
North Carolina
$1.52K – – –
RBC
155
Romano Brothers & Co
Illinois
$1.52K +$1.52K +4 New
HS
156
Horan Securities
United States
$1.47K – – –
GRP
157
Global Retirement Partners
California
$1.44K – – –
RA
158
Rational Advisors
New York
$1.38K – – –
FWM
159
Focused Wealth Management
New York
$1.37K – – –
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$1.28K – – –
AI
161
AdvisorShares Investments
Maryland
$1.18K – – –
SBL
162
Sargent Bickham Lagudis
Colorado
$1.11K – – –
PA
163
Parallel Advisors
California
$1.1K +$1.1K +3 New
Parallax Volatility Advisers
164
Parallax Volatility Advisers
California
$1.06K -$8.45K -24 -89%
RTL
165
Red Tortoise LLC
Georgia
$1.03K +$1.03K +3 New
PFBT
166
Parkside Financial Bank & Trust
Missouri
$1.02K – – –
Simplex Trading
167
Simplex Trading
Illinois
$1K -$86.5K -346 -99%
CWM
168
CarsonAllaria Wealth Management
Illinois
$1K -$667 -2 -40%
BFEC
169
Benjamin F. Edwards & Company
Missouri
$1K – – –
AJ
170
Ashburton (Jersey)
Jersey
$1K – – –
TFA
171
Transamerica Financial Advisors
Florida
$1K – – –
MWC
172
MBM Wealth Consultants
Missouri
$1K – – –
TCWA
173
Ten Capital Wealth Advisors
Washington
$839 +$420 +1 +100%
JFA
174
JNBA Financial Advisors
Minnesota
$836 – – –
BWM
175
BerganKDV Wealth Management
Minnesota
$760 – – –
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7
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