Workhorse Group
WKHS
145 hedge funds and large institutions have $151M invested in Workhorse Group in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 13 closing their positions.
168% more call options, than puts
Call options by funds: $12.3M | Put options by funds: $4.6M
58% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 31
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
13% more capital invested
Capital invested by funds: $134M → $151M (+$17.6M)
1% more funds holding
Funds holding: 144 → 145 (+1)
0% more ownership
Funds ownership: 0.01% → 0.01% (+0%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.99M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.51M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.02M |
| 4 |
Goldman Sachs
New York
|
+$923K |
| 5 |
BlackRock
New York
|
+$904K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$1.96M |
| 2 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$1.15M |
| 3 |
Two Sigma Advisers
New York
|
-$702K |
| 4 |
EGM
Engineers Gate Manager
New York
|
-$690K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$680K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$3K | – | – |
|
|
CA
202
CoreCap Advisors
Southfield,
Michigan
| – | -$2K | – | – |
|
|
GWM
203
Geneos Wealth Management
Englewood,
Colorado
| – | -$3K | – | – |
|
|
SFG
204
Steward Financial Group
Colleyville,
Texas
| – | -$1K | – | – |
|
|
VVP
205
Venture Visionary Partners
Sylvania,
Ohio
| – | -$1.3K | – | – |
|
WKHS Hedge Fund Activity: Q3 2022 in Review
145 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2022, worth a combined $151M — up 13% from $134M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new WKHS positions and 13 closed out — a net gain of 2 holders — while 49 added to existing stakes and 31 trimmed.
The largest buyer was Vanguard Group, adding an estimated $1.99M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $1.96M sold.
- 145 institutional investors held Workhorse Group (WKHS) as of Q3 2022, up from 144 in Q2 2022.
- Funds reported $151M of Workhorse Group stock for Q3 2022, up 13% quarter-over-quarter.
- 15 funds opened new Workhorse Group positions in Q3 2022 and 13 closed out, a net change of +2 holders.
- The largest Workhorse Group buyer in Q3 2022 was Vanguard Group, an estimated $1.99M added.
- The largest Workhorse Group seller in Q3 2022 was Two Sigma Investments, an estimated $1.96M sold.
Based on aggregated 13F filings for Q3 2022.