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Workhorse Group
WKHS

Overview Fund Activity

154 hedge funds and large institutions have $18.9M invested in Workhorse Group in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-8
Holders Change %
-4.94%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
49
Reduced
28
Closed
29
Calls
$782K
Puts
$292K
Net Calls
+$490K
Net Calls Change
+$666K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.12M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$776K
3
BlackRock
3
BlackRock
New York
$4.98M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.75M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$216K

Top Sellers

1
State Street
1
State Street
Massachusetts
$1.58M
2
Mitsubishi UFJ Asset Management
2
Mitsubishi UFJ Asset Management
Japan
$0
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$0
4
VF
4
Virtu Financial
New York
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
151
Toronto Dominion Bank
Ontario, Canada
$22 -$25 – –
GI
152
Gradient Investments
Minnesota
$18 – – –
IRC
153
Investors Research Corp
Georgia
$18 -$21 – –
MSG
154
Main Street Group
Virginia
$18 – – –
TC
155
Truvestments Capital
Florida
$12 – – –
BWM
156
Baystate Wealth Management
Massachusetts
$11 -$12 – –
TVAMP
157
Tennessee Valley Asset Management Partners
Tennessee
$11 – – –
WWM
158
Wolff Wiese Magana
California
$8 -$9 – –
CSC
159
Caldwell Sutter Capital
California
$8 -$9 – –
AP
160
Atwood & Palmer
Missouri
$6 -$7 – –
AFG
161
Albion Financial Group
Utah
$4 -$5 – –
VAG
162
VisionPoint Advisory Group
Texas
$2 -$2 – –
Mitsubishi UFJ Asset Management
163
Mitsubishi UFJ Asset Management
Japan
– -$508K -4,904 Closed
Rafferty Asset Management
164
Rafferty Asset Management
New York
– -$324K -3,123 Closed
VF
165
Virtu Financial
New York
– -$226K -2,178 Closed
Balyasny Asset Management
166
Balyasny Asset Management
Illinois
– -$130K -1,255 Closed
TI
167
Tidal Investments
Wisconsin
– -$123K -1,183 Closed
Daiwa Securities Group
168
Daiwa Securities Group
Japan
– -$39K -379 Closed
Allspring Global Investments
169
Allspring Global Investments
North Carolina
– -$38.1K -368 Closed
Creative Planning
170
Creative Planning
Kansas
– -$28.7K -277 Closed
AQR Capital Management
171
AQR Capital Management
Connecticut
– -$25.7K -248 Closed
HIIFS
172
Harel Insurance Investments & Financial Services
Israel
– -$24K -236 Closed
SG Americas Securities
173
SG Americas Securities
New York
– -$24K -231 Closed
IUHSA
174
Itau Unibanco Holding S.A.
Brazil
– -$12.7K -123 Closed
ZIM
175
Zacks Investment Management
Illinois
– -$12.3K -119 Closed
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