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Workhorse Group
WKHS

Overview Fund Activity

219 hedge funds and large institutions have $963M invested in Workhorse Group in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+31
Holders Change %
+16.49%
% of All Funds
3.89%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
68
Increased
77
Reduced
40
Closed
36
Calls
$198M
Puts
$225M
Net Calls
-$27.1M
Net Calls Change
-$85.7M

Top Buyers

1
Citigroup
1
Citigroup
New York
$39.8M
2
PAG
2
Private Advisor Group
New Jersey
$24.3M
3
AIM
3
ARK Investment Management
Florida
$36.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$103M
5
Invesco
5
Invesco
Georgia
$37.5M

Top Sellers

1
ACM
1
Arosa Capital Management
Florida
$10.2M
2
Bank of America
2
Bank of America
North Carolina
$2.42M
3
CC
3
Cannell & Co
New York
$16M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$21M
5
Simplex Trading
5
Simplex Trading
Illinois
$65K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
176
Carroll Financial Associates
North Carolina
$21K +$21K +4 New
CBT
177
Central Bank & Trust
Kentucky
$20K – – –
AA
178
AlphaMark Advisors
Kentucky
$20K – – –
FCB
179
First Command Bank
Texas
$20K +$20K +4 New
FCFS
180
First Command Financial Services
Texas
$20K +$20K +4 New
SWM
181
Sugarloaf Wealth Management
Georgia
$20K +$20K +4 New
RE
182
RBC Europe
United Kingdom
$19.8K -$4.95K -1 -20%
FA
183
Financial Advantage
Maryland
$19K – – –
GRP
184
Global Retirement Partners
California
$19K +$19K +4 New
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
VFA
186
Valeo Financial Advisors
Indiana
$15K – – –
GWM
187
Geneos Wealth Management
Colorado
$14K -$3.5K -1 -20%
FWM
188
Focused Wealth Management
New York
$14K +$4.67K +1 +50%
CAAS
189
Capital Asset Advisory Services
Michigan
$14K +$14K +3 New
GEA
190
Glen Eagle Advisors
New Jersey
$12.3K +$12.3K +2 New
CFGS
191
Concourse Financial Group Securities
Alabama
$12K +$6K +1 +100%
AJ
192
Ashburton (Jersey)
Jersey
$12K +$12K +2 New
HFA
193
Hoover Financial Advisors
Pennsylvania
$12K +$12K +2 New
HS
194
Horan Securities
United States
$11K – – –
EW
195
Evoke Wealth
California
$11K – – –
AWA
196
Arkadios Wealth Advisors
Georgia
$11K – – –
BWM
197
BerganKDV Wealth Management
Minnesota
$10K – – –
FCH
198
Freestone Capital Holdings
Washington
$9.77K +$4.89K +1 +100%
BFG
199
Baron Financial Group
New Jersey
$8.9K – – –
TFGT
200
TS Financial Group (TSFG)
Illinois
$8K – – –
6 7
8
9 10