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Workhorse Group

219 hedge funds and large institutions have $963M invested in Workhorse Group in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+31
Holders Change %
+16.49%
% of All Funds
3.89%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
68
Increased
77
Reduced
40
Closed
36
Calls
$198M
Puts
$225M
Net Calls
-$27.1M
Net Calls Change
-$85.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
201
TRUE Private Wealth Advisors
Oregon
$8K +$8K +2 New
NFG
202
Next Financial Group
Texas
$7K
KFS
203
Kelly Financial Services
Massachusetts
$6.09K
CHC
204
City Holding Co
West Virginia
$6K
PG
205
Proffitt & Goodson
Tennessee
$5K -$10K -2 -67%
ME
206
McIlrath & Eck
Washington
$5K
RCA
207
Ranch Capital Advisors
Florida
$5K
AF
208
Allworth Financial
California
$5K +$5K +1 New
TWM
209
Tradition Wealth Management
Minnesota
$5K +$5K +1 New
VNA
210
Valley National Advisers
Pennsylvania
$4K
JPLA
211
Joseph P. Lucia & Associates
New York
$4K +$4K +1 New
WEC
212
Winslow Evans & Crocker
Massachusetts
$4K +$4K +1 New
CFD
213
Creative Financial Designs
Indiana
$4K +$4K +1 New
CQS
214
Credential Qtrade Securities
$3.96K +$3.96K +1 New
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$3K -$21K -7 -88%
LC
216
Lindbrook Capital
California
$3K
CCA
217
Childress Capital Advisors
Texas
$3K +$3K +1 New
GAM
218
Gemmer Asset Management
California
$2K -$5K -1 Closed
RDFA
219
Ritter Daniher Financial Advisory
Ohio
$2K
TFS
220
TrustCore Financial Services
Tennessee
$2K
PGAM
221
Princeton Global Asset Management
New Jersey
$2K -$3K
CWP
222
Concord Wealth Partners
Virginia
$2K
NSIM
223
North Star Investment Management
Illinois
$2K
RFA
224
Reilly Financial Advisors
California
$2K
IAS
225
IMA Advisory Services
Colorado
$2K -$3K