We are live on ! Find out more
WKHS icon

Workhorse Group

145 hedge funds and large institutions have $1.01B invested in Workhorse Group in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 18

153% more capital invested

Capital invested by funds: $397M → $1.01B (+$609M)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

34% more funds holding

Funds holding: 108145 (+37)

22% more call options, than puts

Call options by funds: $328M | Put options by funds: $270M

0% more ownership

Funds ownership: 0.01%0.01% (+0%)

Holders
145
Holders Change
+37
Holders Change %
+34.26%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
55
Increased
49
Reduced
31
Closed
18
Calls
$328M
Puts
$270M
Net Calls
+$58.6M
Net Calls Change
+$59.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
201
HM Payson & Co
Maine
$1K
IRC
202
Investors Research Corp
Georgia
$1K
MWC
203
MBM Wealth Consultants
Missouri
$1K
BNP Paribas Asset Management
204
BNP Paribas Asset Management
France
-$18.2M -349 Closed
JGC
205
J. Goldman & Co
New York
-$1.59M -31 Closed
AC
206
Aristides Capital
Kentucky
-$1.46M -28 Closed
SG Americas Securities
207
SG Americas Securities
New York
-$638K -12 Closed
WFA
208
Wade Financial Advisory
California
-$391K -8 Closed
JWM
209
Jackson Wealth Management
Florida
-$365K -7 Closed
William Blair & Company
210
William Blair & Company
Illinois
-$374K -7 Closed
WS
211
Wedbush Securities
California
-$252K -5 Closed
FTC
212
Farmers Trust Company
Ohio
-$223K -4 Closed
GAM
213
Gotham Asset Management
New York
-$226K -4 Closed
IAIM
214
International Assets Investment Management
Florida
-$207K -4 Closed
Tudor Investment Corp
215
Tudor Investment Corp
Connecticut
-$193K -4 Closed
BCA
216
Bay Colony Advisors
Massachusetts
-$174K -3 Closed
EWM
217
Edge Wealth Management
New York
-$87K -2 Closed
JPLA
218
Joseph P. Lucia & Associates
New York
-$47K -1 Closed
MWA
219
MFA Wealth Advisors
Pennsylvania
-$30K -1 Closed
AWM
220
Apollon Wealth Management
South Carolina
-$9K
HI
221
Hoey Investments
Pennsylvania
-$17K
OIA
222
Optimum Investment Advisors
Illinois
-$7K

WKHS Hedge Fund Activity: Q3 2020 in Review

145 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2020, worth a combined $1.01B — up 153% from $397M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new WKHS positions and 18 closed out — a net gain of 37 holders — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Arosa Capital Management, opening a new position worth an estimated $58.8M. The largest seller was First Manhattan, cutting an estimated $20.8M.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q3 2020, up from 108 in Q2 2020.
  • Funds reported $1.01B of Workhorse Group stock for Q3 2020, up 153% quarter-over-quarter.
  • 55 funds opened new Workhorse Group positions in Q3 2020 and 18 closed out, a net change of +37 holders.
  • The largest Workhorse Group buyer in Q3 2020 was Arosa Capital Management, an estimated $58.8M added.
  • The largest Workhorse Group seller in Q3 2020 was First Manhattan, an estimated $20.8M sold.

Based on aggregated 13F filings for Q3 2020.