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Workhorse Group

145 hedge funds and large institutions have $1.01B invested in Workhorse Group in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 18

153% more capital invested

Capital invested by funds: $397M → $1.01B (+$609M)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

34% more funds holding

Funds holding: 108145 (+37)

22% more call options, than puts

Call options by funds: $328M | Put options by funds: $270M

0% more ownership

Funds ownership: 0.01%0.01% (+0%)

Holders
145
Holders Change
+37
Holders Change %
+34.26%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
55
Increased
49
Reduced
31
Closed
18
Calls
$328M
Puts
$270M
Net Calls
+$58.6M
Net Calls Change
+$59.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
176
Next Financial Group
Texas
$8K
PFGIA
177
Patriot Financial Group Insurance Agency
Massachusetts
$8K
Millennium Management
178
Millennium Management
New York
$7.6K +$114K +2 +2%
FHA
179
Flagship Harbor Advisors
Massachusetts
$7K
RCA
180
Ranch Capital Advisors
Florida
$7K
FCH
181
Freestone Capital Holdings
Washington
$5.92K
FFA
182
Founders Financial Alliance
North Carolina
$5K
GAM
183
Gemmer Asset Management
California
$5K
PFG
184
Pacific Financial Group
Washington
$5K
VNA
185
Valley National Advisers
Pennsylvania
$5K
PFS
186
Prospera Financial Services
Texas
$4K -$858K -15 Closed
AA
187
Advisory Alpha
Michigan
$4K
LC
188
Lindbrook Capital
California
$4K
ME
189
McIlrath & Eck
Washington
$4K
APWA
190
Atlas Private Wealth Advisors
New Jersey
$3K
IAS
191
IMA Advisory Services
Colorado
$3K
PGAM
192
Princeton Global Asset Management
New Jersey
$3K
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$2K
PFBT
194
Parkside Financial Bank & Trust
Missouri
$2K
RG
195
Retirement Group
California
$2K
SFA
196
Semmax Financial Advisors
North Carolina
$2K
F
197
F3Logic
Minnesota
$1.26K
CFB
198
Cullen/Frost Bankers
Texas
$1K
GWS
199
Glassman Wealth Services
Virginia
$1K
GRP
200
Global Retirement Partners
California
$1K

WKHS Hedge Fund Activity: Q3 2020 in Review

145 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2020, worth a combined $1.01B — up 153% from $397M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new WKHS positions and 18 closed out — a net gain of 37 holders — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Arosa Capital Management, opening a new position worth an estimated $58.8M. The largest seller was First Manhattan, cutting an estimated $20.8M.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q3 2020, up from 108 in Q2 2020.
  • Funds reported $1.01B of Workhorse Group stock for Q3 2020, up 153% quarter-over-quarter.
  • 55 funds opened new Workhorse Group positions in Q3 2020 and 18 closed out, a net change of +37 holders.
  • The largest Workhorse Group buyer in Q3 2020 was Arosa Capital Management, an estimated $58.8M added.
  • The largest Workhorse Group seller in Q3 2020 was First Manhattan, an estimated $20.8M sold.

Based on aggregated 13F filings for Q3 2020.