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Workhorse Group
WKHS

Overview Fund Activity

44 hedge funds and large institutions have $20.9M invested in Workhorse Group in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.21M
2
CC
2
Cannell & Co
New York
$7.35M
3
Northern Trust
3
Northern Trust
Illinois
$827K
4
EIM
4
Essex Investment Management
Massachusetts
$558K
5
State Street
5
State Street
Massachusetts
$961K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$138K
2
First Manhattan
2
First Manhattan
New York
$27K
3
SO
3
STRS Ohio
Ohio
$0
4
Barclays
4
Barclays
United Kingdom
$1K
5
Bank of America
5
Bank of America
North Carolina
$10K
Name Market Value Shares Shares
Change 		Shares
Change %
CC
1
Cannell & Co
New York
$7.35M 1,015,307 +127,500 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.21M 581,221 +332,283 +133%
BFA
3
BlackRock Fund Advisors
California
$2.31M 318,889 +18,374 +6%
State Street
4
State Street
Massachusetts
$961K 132,573 +27,288 +26%
Northern Trust
5
Northern Trust
Illinois
$827K 114,206 +79,337 +228%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$772K 106,662 – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$620K 85,722 +19,324 +29%
EIM
8
Essex Investment Management
Massachusetts
$558K 77,030 +77,030 New
BIT
9
BlackRock Institutional Trust
California
$543K 74,980 – –
CCB
10
Cutter & Co Brokerage
Missouri
$414K 57,200 +24,000 +72%
BIM
11
BlackRock Investment Management
Delaware
$297K 41,079 -139 -0.3%
BC
12
Birchview Capital
Vermont
$217K 30,000 +15,000 +100%
California State Teachers Retirement System (CalSTRS)
13
California State Teachers Retirement System (CalSTRS)
California
$173K 23,893 -100 -0.4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$159K 21,913 – –
RJFSA
15
Raymond James Financial Services Advisors
Florida
$157K 21,680 -2,022 -9%
JIC
16
Johnson Investment Counsel
Ohio
$157K 21,717 – –
Goldman Sachs
17
Goldman Sachs
New York
$138K 19,026 -17,360 -48%
TA
18
Teachers Advisors
New York
$137K 18,951 – –
Charles Schwab
19
Charles Schwab
California
$134K 18,500 – –
Morgan Stanley
20
Morgan Stanley
New York
$99K 13,731 +866 +7%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$97K 13,382 +13,382 New
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$85K 11,770 +300 +3%
EWM
23
Evercore Wealth Management
New York
$75K 10,306 +3,000 +41%
EA
24
Efficient Advisors
Ohio
$72K 10,000 +10,000 New
NFA
25
Nationwide Fund Advisors
Ohio
$51K 7,026 – –
1
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