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Workhorse Group
WKHS

Overview Fund Activity

151 hedge funds and large institutions have $13.3M invested in Workhorse Group in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-3
Holders Change %
-1.95%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
42
Reduced
28
Closed
26
Calls
$446K
Puts
$128K
Net Calls
+$318K
Net Calls Change
-$172K

Top Buyers

1
SAG
1
SageView Advisory Group
California
$507K
2
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$483K
3
BlackRock
3
BlackRock
New York
$3.69M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.3M
5
Swedbank
5
Swedbank
Sweden
$303K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$199K
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$333K
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$20.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
151
Gradient Investments
Minnesota
$12 -$18 – –
IRC
152
Investors Research Corp
Georgia
$12 -$18 – –
MSG
153
Main Street Group
Virginia
$11 -$18 – –
TC
154
Truvestments Capital
Florida
$8 -$12 – –
KA
155
Kozak & Associates
Colorado
$5 – – –
CSC
156
Caldwell Sutter Capital
California
$5 -$8 – –
AP
157
Atwood & Palmer
Missouri
$4 -$6 – –
AFG
158
Albion Financial Group
Utah
$3 -$4 – –
EWA
159
EverSource Wealth Advisors
Alabama
$2 -$450 -5 Closed
WWP
160
WR Wealth Planners
Missouri
$1 – – –
VAG
161
VisionPoint Advisory Group
Texas
$1 -$2 – –
CA
162
Clearstead Advisors
Ohio
$1 – – –
D.E. Shaw & Co
163
D.E. Shaw & Co
New York
– -$290K -3,222 Closed
Qube Research & Technologies (QRT)
164
Qube Research & Technologies (QRT)
United Kingdom
– -$148K -1,642 Closed
Millennium Management
165
Millennium Management
New York
– -$94K -1,045 Closed
GS
166
GTS Securities
New York
– -$23.5K -261 Closed
WC
167
Wexford Capital
Florida
– -$19.4K -216 Closed
Vontobel Holding
168
Vontobel Holding
Switzerland
– -$17K -189 Closed
PCA
169
Prospect Capital Advisors
California
– -$10.8K -120 Closed
Neuberger Berman Group
170
Neuberger Berman Group
New York
– -$8.56K -95 Closed
AWM
171
AE Wealth Management
Kansas
– -$5.74K -81 Closed
GL
172
Gerber LLC
Ohio
– -$6.66K -74 Closed
PMEF
173
Point72 Middle East FZE
United Arab Emirates
– -$5.29K -59 Closed
Fisher Asset Management
174
Fisher Asset Management
Washington
– -$5.18K -58 Closed
SIAP
175
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$3.6K -40 Closed
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