Workhorse Group
WKHS
152 hedge funds and large institutions have $223M invested in Workhorse Group in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 28 closing their positions.
17% more call options, than puts
Call options by funds: $39.9M | Put options by funds: $34M
8% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 40
4% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 28
0% less ownership
Funds ownership: 0.01% → 0.01% (-0%)
1% less funds holding
Funds holding: 154 → 152 (-2)
38% less capital invested
Capital invested by funds: $361M → $223M (-$137M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$12.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.11M |
| 3 |
Two Sigma Investments
New York
|
+$5.53M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$3.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.05M |
| 2 |
Goldman Sachs
New York
|
-$4.85M |
| 3 |
TI
Think Investments
San Francisco,
California
|
-$3.07M |
| 4 |
SG Americas Securities
New York
|
-$2.47M |
| 5 |
WM
WS Management
Jacksonville,
Florida
|
-$2.42M |
WKHS Hedge Fund Activity: Q4 2021 in Review
152 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2021, worth a combined $223M — down 38% from $361M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new WKHS positions and 28 closed out — a net gain of 1 holder — while 43 added to existing stakes and 40 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $12.5M. The largest seller was Bank of America, cutting an estimated $5.05M.
- 152 institutional investors held Workhorse Group (WKHS) as of Q4 2021, down from 154 in Q3 2021.
- Funds reported $223M of Workhorse Group stock for Q4 2021, down 38% quarter-over-quarter.
- 29 funds opened new Workhorse Group positions in Q4 2021 and 28 closed out, a net change of +1 holder.
- The largest Workhorse Group buyer in Q4 2021 was First Trust Advisors, an estimated $12.5M added.
- The largest Workhorse Group seller in Q4 2021 was Bank of America, an estimated $5.05M sold.
Based on aggregated 13F filings for Q4 2021.