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Workhorse Group
WKHS

154 hedge funds and large institutions have $361M invested in Workhorse Group in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $114M | Put options by funds: $111M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less ownership

Funds ownership: 0.01% → 0.01% (-0%)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

7% less funds holding

Funds holding: 166 → 154 (-12)

35% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 34

55% less capital invested

Capital invested by funds: $810M → $361M (-$449M)

Holders
154
Holders Change
-12
Holders Change %
-7.23%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
40
Reduced
43
Closed
34
Calls
$114M
Puts
$111M
Net Calls
+$3.43M
Net Calls Change
-$83.2M

Top Buyers

1
Invesco
Invesco
Georgia
+$11.6M
2
Goldman Sachs
Goldman Sachs
New York
+$7.29M
3
CS
Credit Suisse
Switzerland
+$6.32M
4
SC
Sculptor Capital
New York
+$6.02M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$11.8M
2
VCM
Valiant Capital Management
California
-$11M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$10.8M
4
TI
Think Investments
California
-$10.6M
5
Millennium Management
Millennium Management
New York
-$5.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$5K -$30.3K -1 Closed
AJ
177
Ashburton (Jersey)
Jersey
$5K – – –
WWMSC
178
Wagner Wealth Management (South Carolina)
South Carolina
$5K – – –
AF
179
Advisornet Financial
Minnesota
$4K – – –
AWA
180
Arkadios Wealth Advisors
Georgia
$4K – – –
BFEC
181
Benjamin F. Edwards & Company
Missouri
$4K – – –
BWM
182
BerganKDV Wealth Management
Minnesota
$4K – – –
GWS
183
Glassman Wealth Services
Virginia
$4K – – –
JFA
184
JNBA Financial Advisors
Minnesota
$4K – – –
BFG
185
Baron Financial Group
New Jersey
$3.52K – – –
Walleye Trading
186
Walleye Trading
New York
$3K -$666K -22 Closed
FCA
187
FinTrust Capital Advisors
South Carolina
$3K -$635K -21 Closed
DFCM
188
Dark Forest Capital Management
Puerto Rico
$3K – – –
Fidelity Investments
189
Fidelity Investments
Massachusetts
$3K – – –
MA
190
MCF Advisors
Kentucky
$3K – – –
PFBT
191
Parkside Financial Bank & Trust
Missouri
$3K – – –
SBL
192
Sargent Bickham Lagudis
Colorado
$3K – – –
KFS
193
Kelly Financial Services
Massachusetts
$2.36K -$60.5K -2 Closed
GEA
194
Glen Eagle Advisors
New Jersey
$2.29K – – –
AA
195
AlphaMark Advisors
Kentucky
$2K – – –
AWM
196
Avior Wealth Management
Nebraska
$2K – – –
CYG
197
Clean Yield Group
Vermont
$2K – – –
EIP
198
Ellis Investment Partners
Pennsylvania
$2K – – –
LC
199
Lindbrook Capital
California
$2K – – –
ME
200
McIlrath & Eck
Washington
$2K – – –
6 7
8
9 10

WKHS Hedge Fund Activity: Q3 2021 in Review

154 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2021, worth a combined $361M — down 55% from $810M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of WKHS and 22 opened new positions — a net loss of 12 holders — while 43 trimmed existing stakes and 40 added.

The largest buyer was Invesco, adding an estimated $11.6M. The largest seller was Morgan Stanley, cutting an estimated $11.8M.

  • 154 institutional investors held Workhorse Group (WKHS) as of Q3 2021, down from 166 in Q2 2021.
  • Funds reported $361M of Workhorse Group stock for Q3 2021, down 55% quarter-over-quarter.
  • 22 funds opened new Workhorse Group positions in Q3 2021 and 34 closed out, a net change of -12 holders.
  • The largest Workhorse Group buyer in Q3 2021 was Invesco, an estimated $11.6M added.
  • The largest Workhorse Group seller in Q3 2021 was Morgan Stanley, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2021.