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Workhorse Group
WKHS

Overview Fund Activity

206 hedge funds and large institutions have $223M invested in Workhorse Group in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-9
Holders Change %
-4.19%
% of All Funds
3.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
57
Reduced
54
Closed
46
Calls
$39.9M
Puts
$34M
Net Calls
+$5.92M
Net Calls Change
+$2.48M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$22.6M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$28.9M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.98M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.13M
5
Invesco
5
Invesco
Georgia
$18M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$658K
2
Goldman Sachs
2
Goldman Sachs
New York
$5.84M
3
TI
3
Think Investments
California
$0
4
WM
4
WS Management
Florida
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$52K
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
176
JNBA Financial Advisors
Minnesota
$2K – – –
FCA
177
FinTrust Capital Advisors
South Carolina
$2K – – –
BWM
178
BerganKDV Wealth Management
Minnesota
$2K – – –
SBL
179
Sargent Bickham Lagudis
Colorado
$2K +$1K +1 +100%
PA
180
Parallel Advisors
California
$2K +$1K +1 +100%
CSWM
181
Cassady Schiller Wealth Management
Ohio
$2K +$2K +2 New
SFG
182
Steward Financial Group
Texas
$2K +$2K +2 New
KFS
183
Kelly Financial Services
Massachusetts
$1.34K – – –
ME
184
McIlrath & Eck
Washington
$1K – – –
SFA
185
Semmax Financial Advisors
North Carolina
$1K – – –
SWA
186
SOA Wealth Advisors
New York
$1K – – –
AA
187
AlphaMark Advisors
Kentucky
$1K – – –
HPC
188
HM Payson & Co
Maine
$1K – – –
WOC
189
West Oak Capital
California
$1K – – –
PFBT
190
Parkside Financial Bank & Trust
Missouri
$1K – – –
CYG
191
Clean Yield Group
Vermont
$1K – – –
AWM
192
Avior Wealth Management
Nebraska
$1K – – –
CA
193
Crewe Advisors
Utah
$1K – – –
BCV
194
Banque Cantonale Vaudoise
Switzerland
$1K – – –
TCWM
195
Total Clarity Wealth Management
Illinois
$1K – – –
TCWA
196
Ten Capital Wealth Advisors
Washington
$1K – – –
PG
197
Proffitt & Goodson
Tennessee
$1K – – –
SSB
198
Sandy Spring Bank
Maryland
$1K +$1K +1 New
Skandinaviska Enskilda Banken (SEB)
199
Skandinaviska Enskilda Banken (SEB)
Sweden
$1K +$1K +1 New
TCOV
200
Trust Company of Vermont
Vermont
$1K +$1K +1 New
6 7
8
9 10