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Workhorse Group
WKHS

Overview Fund Activity

162 hedge funds and large institutions have $22M invested in Workhorse Group in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
–
Holders Change %
0%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
41
Reduced
37
Closed
22
Calls
$270K
Puts
$446K
Net Calls
-$176K
Net Calls Change
-$99K

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.4M
2
State Street
2
State Street
Massachusetts
$4.14M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.9M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.76M
5
Charles Schwab
5
Charles Schwab
California
$669K

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
ECM
2
ExodusPoint Capital Management
New York
$0
3
Millennium Management
3
Millennium Management
New York
$105K
4
HF
4
HRT Financial
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$54.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
Avior Wealth Management
Nebraska
$99 +$99 +1 New
CYG
152
Clean Yield Group
Vermont
$96 – – –
CFGS
153
Concourse Financial Group Securities
Alabama
$82 – – –
PBK
154
Peoples Bank (Kansas)
Kansas
$82 +$82 +1 New
NC
155
NewSquare Capital
Pennsylvania
$62 – – –
ME
156
McIlrath & Eck
Washington
$62 – – –
CA
157
Crewe Advisors
Utah
$56 – – –
Toronto Dominion Bank
158
Toronto Dominion Bank
Ontario, Canada
$25 – – –
IRC
159
Investors Research Corp
Georgia
$21 -$44 – –
RA
160
Rise Advisors
New York
$21 -$44 – –
CHA
161
Carmichael Hill & Associates
Maryland
$17 -$35 – –
HPC
162
HM Payson & Co
Maine
$13 -$48 – –
BWM
163
Baystate Wealth Management
Massachusetts
$12 -$26 – –
WWM
164
Wolff Wiese Magana
California
$9 -$18 – –
CSC
165
Caldwell Sutter Capital
California
$9 -$19 – –
AP
166
Atwood & Palmer
Missouri
$7 -$14 – –
AFG
167
Albion Financial Group
Utah
$5 -$9 – –
EWA
168
EverSource Wealth Advisors
Alabama
$4 -$9 – –
VAG
169
VisionPoint Advisory Group
Texas
$2 -$4 – –
First Trust Advisors
170
First Trust Advisors
Illinois
– -$912K -4,187 Closed
ECM
171
ExodusPoint Capital Management
New York
– -$704K -3,231 Closed
HF
172
HRT Financial
New York
– -$251K -1,153 Closed
CSS
173
Cubist Systematic Strategies
Connecticut
– -$192K -879 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
174
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$127K -583 Closed
Two Sigma Advisers
175
Two Sigma Advisers
New York
– -$117K -537 Closed
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7
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