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Workhorse Group

60 hedge funds and large institutions have $3.78M invested in Workhorse Group in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

556% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $321K

0.08% more ownership

Funds ownership: 0.01%0.09% (+0.08%)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

49% less funds holding

Funds holding: 11760 (-57)

72% less capital invested

Capital invested by funds: $13.3M → $3.78M (-$9.54M)

75% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 75

Holders
60
Holders Change
-57
Holders Change %
-48.72%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
12
Reduced
14
Closed
75
Calls
$2.1M
Puts
$321K
Net Calls
+$1.78M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
151
Ameriprise
Minnesota
-$2.88K -4 Closed
AIP
152
Ameritas Investment Partners
Nebraska
-$2.81K -4 Closed
CF
153
Cantor Fitzgerald
New York
-$3.01K -4 Closed
CIC
154
Carnegie Investment Counsel
Ohio
-$2.58K -4 Closed
FCP
155
Fidelis Capital Partners
Florida
-$2.53K -4 Closed
FAFN
156
First Affirmative Financial Network
Colorado
-$2.58K -4 Closed
HAG
157
HighPoint Advisor Group
Illinois
-$2K -4 Closed
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
-$3K -4 Closed
LFAS
159
Level Four Advisory Services
Texas
-$4.8K -4 Closed
MML Investors Services
160
MML Investors Services
Massachusetts
-$2K -4 Closed
RJFSA
161
Raymond James Financial Services Advisors
Florida
-$2.56K -4 Closed
RW
162
Rockport Wealth
Ohio
-$3.1K -4 Closed
SG Americas Securities
163
SG Americas Securities
New York
-$3K -4 Closed
Thrivent Financial for Lutherans
164
Thrivent Financial for Lutherans
Minnesota
-$3K -4 Closed
TI
165
Tidal Investments
Wisconsin
-$3K -4 Closed
X
166
Xponance
Pennsylvania
-$2.74K -4 Closed
9WM
167
9258 Wealth Management
Ohio
-$2.44K -3 Closed
Citadel Advisors
168
Citadel Advisors
Florida
-$1.57K -3 Closed
IAG
169
Investment Advisory Group
Massachusetts
-$2.38K -3 Closed
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
-$1.9K -3 Closed
Walleye Trading
171
Walleye Trading
New York
-$2.35K -3 Closed
AB
172
Amalgamated Bank
New York
-$1.05K -2 Closed
SAG
173
SageView Advisory Group
California
-$507K -2 Closed
AW
174
Avion Wealth
Texas
-$1K -1 Closed
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
-$109

WKHS Hedge Fund Activity: Q2 2024 in Review

60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2024, worth a combined $3.78M — down 72% from $13.3M a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of WKHS and 19 opened new positions — a net loss of 56 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was Centiva Capital, opening a new position worth an estimated $1.16M. The largest seller was BlackRock, cutting an estimated $2.03M.

  • 60 institutional investors held Workhorse Group (WKHS) as of Q2 2024, down from 117 in Q1 2024.
  • Funds reported $3.78M of Workhorse Group stock for Q2 2024, down 72% quarter-over-quarter.
  • 19 funds opened new Workhorse Group positions in Q2 2024 and 75 closed out, a net change of -56 holders.
  • The largest Workhorse Group buyer in Q2 2024 was Centiva Capital, an estimated $1.16M added.
  • The largest Workhorse Group seller in Q2 2024 was BlackRock, an estimated $2.03M sold.

Based on aggregated 13F filings for Q2 2024.