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Workhorse Group
WKHS

Overview Fund Activity

235 hedge funds and large institutions have $752M invested in Workhorse Group in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 82 increasing their positions, 65 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+16
Holders Change %
+7.31%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
57
Increased
82
Reduced
65
Closed
40
Calls
$174M
Puts
$179M
Net Calls
-$4.61M
Net Calls Change
+$22.5M

Top Buyers

1
RS
Robeco Schweiz
Switzerland
$54.7M
2
AIM
ARK Investment Management
Florida
$55.1M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$17.1M
4
Invesco
Invesco
Georgia
$40.5M
5
First Trust Advisors
First Trust Advisors
Illinois
$27M

Top Sellers

1
SGAM
Seaport Global Asset Management
New York
$21.6M
2
Citigroup
Citigroup
New York
$4.1M
3
Federated Hermes
Federated Hermes
Pennsylvania
$0
4
TI
Think Investments
California
$0
5
CC
Cannell & Co
New York
$673K
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
201
JNBA Financial Advisors
Minnesota
$8K +$8K +2 New
BWM
202
BerganKDV Wealth Management
Minnesota
$7K – – –
HFA
203
Hoover Financial Advisors
Pennsylvania
$7K +$2.33K +1 +50%
BFG
204
Baron Financial Group
New Jersey
$6.33K – – –
FCA
205
FinTrust Capital Advisors
South Carolina
$6K -$120K -40 -95%
MA
206
MCF Advisors
Kentucky
$6K -$69K -23 -92%
TFGT
207
TS Financial Group (TSFG)
Illinois
$6K – – –
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$6K +$3K +1 +100%
PGAM
209
Princeton Global Asset Management
New Jersey
$6K +$6K +2 New
PAM
210
Panagora Asset Management
Massachusetts
$5K -$470K -94 -99%
PFBT
211
Parkside Financial Bank & Trust
Missouri
$5K +$5K +1 New
AF
212
Allworth Financial
California
$5K +$2.5K +1 +100%
KFS
213
Kelly Financial Services
Massachusetts
$4.24K – – –
RCA
214
Ranch Capital Advisors
Florida
$4K – – –
LFG
215
Larson Financial Group
Missouri
$4K +$4K +1 New
CAC
216
Certified Advisory Corp
Florida
$4K +$4K +1 New
EIP
217
Ellis Investment Partners
Pennsylvania
$4K +$4K +1 New
TCOV
218
Trust Company of Vermont
Vermont
$4K +$4K +1 New
PG
219
Proffitt & Goodson
Tennessee
$3K – – –
VNA
220
Valley National Advisers
Pennsylvania
$3K – – –
ME
221
McIlrath & Eck
Washington
$3K – – –
WOC
222
West Oak Capital
California
$3K +$3K +1 New
WWM
223
Wagner Wealth Management
South Carolina
$3K +$3K +1 New
LWANC
224
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3K +1 New
FP
225
Fiduciary Planning
Florida
$3K +$3K +1 New
7 8
9
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