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Workhorse Group
WKHS

154 hedge funds and large institutions have $251M invested in Workhorse Group in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $14.4M

81% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 31

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

12% more capital invested

Capital invested by funds: $223M → $251M (+$27.2M)

1% more funds holding

Funds holding: 152 → 154 (+2)

0% more ownership

Funds ownership: 0.01% → 0.01% (+0%)

Holders
154
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
56
Reduced
31
Closed
19
Calls
$26.6M
Puts
$14.4M
Net Calls
+$12.2M
Net Calls Change
+$6.3M

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$6.82M
2
BlackRock
BlackRock
New York
+$5.43M
3
Millennium Management
Millennium Management
New York
+$3.14M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.32M
5
CSS
Cubist Systematic Strategies
Connecticut
+$1.47M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$14.6M
2
AA
ALPS Advisors
Colorado
-$5.61M
3
Goldman Sachs
Goldman Sachs
New York
-$4.16M
4
SC
Sculptor Capital
New York
-$2.15M
5
Jane Street
Jane Street
New York
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
176
JNBA Financial Advisors
Minnesota
$3K – – –
T
177
TCWP
Ohio
$3K – – –
BFG
178
Baron Financial Group
New Jersey
$2.25K – – –
GRP
179
Global Retirement Partners
California
$2K – – –
MA
180
MCF Advisors
Kentucky
$2K – – –
SFG
181
Steward Financial Group
Texas
$2K – – –
KFS
182
Kelly Financial Services
Massachusetts
$1.54K – – –
AA
183
AlphaMark Advisors
Kentucky
$1K – – –
BCV
184
Banque Cantonale Vaudoise
Switzerland
$1K – – –
BHWM
185
Beaird Harris Wealth Management
Texas
$1K – – –
CYG
186
Clean Yield Group
Vermont
$1K – – –
CFGS
187
Concourse Financial Group Securities
Alabama
$1K – – –
CA
188
Crewe Advisors
Utah
$1K – – –
DWP
189
Destiny Wealth Partners
Florida
$1K – – –
HPC
190
HM Payson & Co
Maine
$1K – – –
Koshinski Asset Management
191
Koshinski Asset Management
Illinois
$1K – – –
ME
192
McIlrath & Eck
Washington
$1K – – –
PFBT
193
Parkside Financial Bank & Trust
Missouri
$1K – – –
SSB
194
Sandy Spring Bank
Maryland
$1K – – –
SFA
195
Semmax Financial Advisors
North Carolina
$1K – – –
Skandinaviska Enskilda Banken (SEB)
196
Skandinaviska Enskilda Banken (SEB)
Sweden
$1K – – –
SWA
197
SOA Wealth Advisors
New York
$1K – – –
TCWA
198
Ten Capital Wealth Advisors
Washington
$1K – – –
WOC
199
West Oak Capital
California
$1K – – –
CQS
200
Credential Qtrade Securities
$450 – – –
6 7
8
9 10

WKHS Hedge Fund Activity: Q1 2022 in Review

154 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2022, worth a combined $251M — up 12% from $223M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WKHS positions and 19 closed out — a net gain of 4 holders — while 56 added to existing stakes and 31 trimmed.

The largest buyer was D.E. Shaw & Co, opening a new position worth an estimated $6.82M. The largest seller was First Trust Advisors, cutting an estimated $14.6M.

  • 154 institutional investors held Workhorse Group (WKHS) as of Q1 2022, up from 152 in Q4 2021.
  • Funds reported $251M of Workhorse Group stock for Q1 2022, up 12% quarter-over-quarter.
  • 23 funds opened new Workhorse Group positions in Q1 2022 and 19 closed out, a net change of +4 holders.
  • The largest Workhorse Group buyer in Q1 2022 was D.E. Shaw & Co, an estimated $6.82M added.
  • The largest Workhorse Group seller in Q1 2022 was First Trust Advisors, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2022.