Workhorse Group
WKHS
34 hedge funds and large institutions have $21.1M invested in Workhorse Group in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 3 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
40% more capital invested
Capital invested by funds: $15M → $21.1M (+$6.08M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more funds holding
Funds holding: 33 → 34 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.44M |
| 2 |
CC
Cannell & Co
New York
|
+$924K |
| 3 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$572K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$572K |
| 5 |
State Street
Boston,
Massachusetts
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$132K |
| 2 |
First Manhattan
New York
|
-$44K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$22K |
| 4 |
Barclays
London,
United Kingdom
|
-$22K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$22K |
WKHS Hedge Fund Activity: Q3 2016 in Review
34 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2016, worth a combined $21.1M — up 40% from $15M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WKHS positions and 3 closed out — a net gain of 1 holder — while 11 added to existing stakes and 4 trimmed.
The largest buyer was Vanguard Group, adding an estimated $2.44M. The largest seller was Goldman Sachs, cutting an estimated $132K.
- 34 institutional investors held Workhorse Group (WKHS) as of Q3 2016, up from 33 in Q2 2016.
- Funds reported $21.1M of Workhorse Group stock for Q3 2016, up 40% quarter-over-quarter.
- 4 funds opened new Workhorse Group positions in Q3 2016 and 3 closed out, a net change of +1 holder.
- The largest Workhorse Group buyer in Q3 2016 was Vanguard Group, an estimated $2.44M added.
- The largest Workhorse Group seller in Q3 2016 was Goldman Sachs, an estimated $132K sold.
Based on aggregated 13F filings for Q3 2016.