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Workhorse Group
WKHS

Overview Fund Activity

235 hedge funds and large institutions have $752M invested in Workhorse Group in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 82 increasing their positions, 65 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+16
Holders Change %
+7.31%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
57
Increased
82
Reduced
65
Closed
40
Calls
$174M
Puts
$179M
Net Calls
-$4.61M
Net Calls Change
+$22.5M

Top Buyers

1
RS
Robeco Schweiz
Switzerland
$54.7M
2
AIM
ARK Investment Management
Florida
$55.1M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$17.1M
4
Invesco
Invesco
Georgia
$40.5M
5
First Trust Advisors
First Trust Advisors
Illinois
$27M

Top Sellers

1
SGAM
Seaport Global Asset Management
New York
$21.6M
2
Citigroup
Citigroup
New York
$4.1M
3
Federated Hermes
Federated Hermes
Pennsylvania
$0
4
TI
Think Investments
California
$0
5
CC
Cannell & Co
New York
$673K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
176
Sound Income Strategies
Florida
$16.5K – – –
US Bancorp
177
US Bancorp
Minnesota
$16K -$205K -64 -93%
GWSG
178
GPS Wealth Strategies Group
Colorado
$16K +$16K +5 New
CWP
179
Concord Wealth Partners
Virginia
$16K +$16K +5 New
RFA
180
Reilly Financial Advisors
California
$16K +$16K +5 New
CFA
181
Carroll Financial Associates
North Carolina
$15K – – –
WAP
182
Wealthcare Advisory Partners
Pennsylvania
$15K +$15K +4 New
Bank Julius Baer & Co
183
Bank Julius Baer & Co
Switzerland
$14K -$203K -58 -94%
FCB
184
First Command Bank
Texas
$14K – – –
FCFS
185
First Command Financial Services
Texas
$14K – – –
JFGIW
186
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K +$14K +4 New
BWL
187
Bogart Wealth LLC
Virginia
$14K +$14K +4 New
SWM
188
Spire Wealth Management
Virginia
$14K +$14K +4 New
GEA
189
Glen Eagle Advisors
New Jersey
$13K +$6.51K +2 +100%
GWM
190
Geneos Wealth Management
Colorado
$13K – – –
FA
191
Financial Advantage
Maryland
$13K – – –
WCM
192
Wealthcare Capital Management
Virginia
$13K +$13K +4 New
EVM
193
Eaton Vance Management
Massachusetts
$13K +$13K +4 New
FWM
194
Focused Wealth Management
New York
$12K +$3K +1 +33%
WP
195
WealthShield Partners
North Carolina
$12K +$12K +4 New
VFA
196
Valeo Financial Advisors
Indiana
$11K – – –
RE
197
RBC Europe
United Kingdom
$10.1K -$3.35K -1 -25%
AWA
198
Arkadios Wealth Advisors
Georgia
$8K – – –
AJ
199
Ashburton (Jersey)
Jersey
$8K – – –
SWA
200
SOA Wealth Advisors
New York
$8K +$8K +2 New
6 7
8
9 10