Workhorse Group
WKHS
117 hedge funds and large institutions have $13.3M invested in Workhorse Group in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 17 closing their positions.
248% more call options, than puts
Call options by funds: $446K | Put options by funds: $128K
52% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 21
29% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 17
4% more funds holding
Funds holding: 112 → 117 (+5)
0% less ownership
Funds ownership: 0.01% → 0.01% (-0%)
30% less capital invested
Capital invested by funds: $19M → $13.3M (-$5.69M)
Top Buyers
| 1 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
+$607K |
| 2 |
BlackRock
New York
|
+$540K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$196K |
| 4 |
Swedbank
Stockholm,
Sweden
|
+$136K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$130K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$650K |
| 2 |
D.E. Shaw & Co
New York
|
-$290K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$210K |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$148K |
| 5 |
JP Morgan Chase
New York
|
-$147K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIAP
176
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| – | -$3.6K | -3 | Closed |
|
|
ASN
177
Advisory Services Network
Atlanta,
Georgia
| – | -$1.98K | -2 | Closed |
|
178
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$862 | -1 | Closed |
|
|
LA
179
LM Advisors
San Diego,
California
| – | -$1.26K | -1 | Closed |
|
|
VNA
180
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$1K | -1 | Closed |
|
|
CIA
181
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$53 | – | – |
|
|
FWM
182
Focused Wealth Management
Newburgh,
New York
| – | -$288 | – | – |
|
|
FFA
183
Frazier Financial Advisors
Columbus,
Ohio
| – | -$63 | – | – |
|
|
HI
184
Harbour Investments
Madison,
Wisconsin
| – | -$101 | – | – |
|
|
PA
185
PSI Advisors
Tampa,
Florida
| – | -$111 | – | – |
|
|
RIM
186
Rockbridge Investment Management
Syracuse,
New York
| – | -$72 | – | – |
|
|
TWC
187
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$430 | – | – |
|
|
TVAMP
188
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| – | -$11 | – | – |
|
|
WWM
189
Wolff Wiese Magana
Carslbad,
California
| – | -$8 | – | – |
|
WKHS Hedge Fund Activity: Q1 2024 in Review
117 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2024, worth a combined $13.3M — down 30% from $19M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new WKHS positions and 17 closed out — a net gain of 5 holders — while 32 added to existing stakes and 21 trimmed.
The largest buyer was Hudson Bay Capital Management, opening a new position worth an estimated $607K. The largest seller was Morgan Stanley, cutting an estimated $650K.
- 117 institutional investors held Workhorse Group (WKHS) as of Q1 2024, up from 112 in Q4 2023.
- Funds reported $13.3M of Workhorse Group stock for Q1 2024, down 30% quarter-over-quarter.
- 22 funds opened new Workhorse Group positions in Q1 2024 and 17 closed out, a net change of +5 holders.
- The largest Workhorse Group buyer in Q1 2024 was Hudson Bay Capital Management, an estimated $607K added.
- The largest Workhorse Group seller in Q1 2024 was Morgan Stanley, an estimated $650K sold.
Based on aggregated 13F filings for Q1 2024.