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Workhorse Group
WKHS

144 hedge funds and large institutions have $134M invested in Workhorse Group in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $5.05M

0% less ownership

Funds ownership: 0.01% → 0.01% (-0%)

6% less funds holding

Funds holding: 154 → 144 (-10)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

47% less capital invested

Capital invested by funds: $251M → $134M (-$117M)

Holders
144
Holders Change
-10
Holders Change %
-6.49%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
35
Reduced
47
Closed
25
Calls
$10.5M
Puts
$5.05M
Net Calls
+$5.43M
Net Calls Change
-$6.78M

Top Buyers

1
State Street
State Street
Massachusetts
+$10.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.26M
3
AA
ALPS Advisors
Colorado
+$3.11M
4
Invesco
Invesco
Georgia
+$2.1M
5
American Century Companies
American Century Companies
Missouri
+$1.49M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$4.25M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.73M
3
Millennium Management
Millennium Management
New York
-$3.16M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.24M
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
201
HSBC Holdings
United Kingdom
– -$65K -4 Closed
JF
202
Jump Financial
Illinois
– -$62K -4 Closed
IUHSA
203
Itau Unibanco Holding S.A.
Brazil
– -$45K -3 Closed
JG
204
Jefferies Group
New York
– -$50.5K -3 Closed
CA
205
Clearstead Advisors
Ohio
– -$18.9K -2 Closed
ED
206
Exane Derivatives
France
– -$32.5K -2 Closed
FFWM
207
Future Financial Wealth Management
Ohio
– -$10K -1 Closed
MCC
208
Money Concepts Capital
Florida
– -$18K -1 Closed
PCM
209
Penserra Capital Management
California
– -$13K -1 Closed
ACM
210
Aquatic Capital Management
Illinois
– -$7K – –
BCV
211
Banque Cantonale Vaudoise
Switzerland
– -$1K – –
BHWM
212
Beaird Harris Wealth Management
Texas
– -$1K – –
DB
213
Dravo Bay
Delaware
– -$3.75K – –
Koshinski Asset Management
214
Koshinski Asset Management
Illinois
– -$1K – –
SSB
215
Sandy Spring Bank
Maryland
– -$1K – –
SFA
216
Semmax Financial Advisors
North Carolina
– -$1K – –
Skandinaviska Enskilda Banken (SEB)
217
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$1K – –
SWA
218
SOA Wealth Advisors
New York
– -$1K – –
T
219
TCWP
Ohio
– -$3K – –
WOC
220
West Oak Capital
California
– -$1K – –
5 6 7 8
9

WKHS Hedge Fund Activity: Q2 2022 in Review

144 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2022, worth a combined $134M — down 47% from $251M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WKHS and 18 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 35 added.

The largest buyer was State Street, adding an estimated $10.1M. The largest seller was Norges Bank, exiting entirely with an estimated $4.25M sold.

  • 144 institutional investors held Workhorse Group (WKHS) as of Q2 2022, down from 154 in Q1 2022.
  • Funds reported $134M of Workhorse Group stock for Q2 2022, down 47% quarter-over-quarter.
  • 18 funds opened new Workhorse Group positions in Q2 2022 and 25 closed out, a net change of -7 holders.
  • The largest Workhorse Group buyer in Q2 2022 was State Street, an estimated $10.1M added.
  • The largest Workhorse Group seller in Q2 2022 was Norges Bank, an estimated $4.25M sold.

Based on aggregated 13F filings for Q2 2022.