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Workhorse Group
WKHS

40 hedge funds and large institutions have $22.6M invested in Workhorse Group in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

18% more funds holding

Funds holding: 34 → 40 (+6)

8% more capital invested

Capital invested by funds: $20.9M → $22.6M (+$1.77M)

0% more ownership

Funds ownership: 0% → 0% (+0%)

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$407K
2
BFA
BlackRock Fund Advisors
California
+$365K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$322K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$214K
5
Morgan Stanley
Morgan Stanley
New York
+$193K

Top Sellers

Rank Fund Capital Flow
1
CC
Cannell & Co
New York
-$85.8K
2
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
-$85K
3
EA
Efficient Advisors
Ohio
-$72K
4
EIM
Essex Investment Management
Massachusetts
-$42.9K
5
First Manhattan
First Manhattan
New York
-$27K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1
Cannell & Co
New York
$7.08M -$85.8K -4 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.21M +$107K +5 +3%
BFA
3
BlackRock Fund Advisors
California
$2.6M +$365K +17 +16%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$1.07M +$322K +15 +42%
State Street
5
State Street
Massachusetts
$934K – – –
Northern Trust
6
Northern Trust
Illinois
$817K +$21.4K +1 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$697K +$85.8K +4 +14%
BIT
8
BlackRock Institutional Trust
California
$529K – – –
EIM
9
Essex Investment Management
Massachusetts
$503K -$42.9K -2 -8%
CCB
10
Cutter & Co Brokerage
Missouri
$413K +$21.4K +1 +5%
Millennium Management
11
Millennium Management
New York
$408K +$407K +19 New
Morgan Stanley
12
Morgan Stanley
New York
$304K +$193K +9 +180%
BIM
13
BlackRock Investment Management
Delaware
$290K – – –
TCIM
14
TIAA CREF Investment Management
New York
$247K +$21.4K +1 +9%
BC
15
Birchview Capital
Vermont
$212K – – –
Baird Financial Group
16
Baird Financial Group
Wisconsin
$212K +$214K +10 New
GT
17
Glenview Trust
Kentucky
$206K +$214K +10 New
California State Teachers Retirement System (CalSTRS)
18
California State Teachers Retirement System (CalSTRS)
California
$167K – – –
Bank of New York Mellon
19
Bank of New York Mellon
New York
$164K +$21.4K +1 +14%
TA
20
Teachers Advisors
New York
$158K +$21.4K +1 +17%
JIC
21
Johnson Investment Counsel
Ohio
$153K – – –
RJFSA
22
Raymond James Financial Services Advisors
Florida
$153K – – –
Goldman Sachs
23
Goldman Sachs
New York
$136K – – –
Charles Schwab
24
Charles Schwab
California
$131K – – –
LFAS
25
Level Four Advisory Services
Texas
$128K +$129K +6 New
1
2 3

WKHS Hedge Fund Activity: Q4 2016 in Review

40 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2016, worth a combined $22.6M — up 8.5% from $20.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WKHS positions and 3 closed out — a net gain of 6 holders — while 13 added to existing stakes and 2 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $407K. The largest seller was Cannell & Co, cutting an estimated $85.8K.

  • 40 institutional investors held Workhorse Group (WKHS) as of Q4 2016, up from 34 in Q3 2016.
  • Funds reported $22.6M of Workhorse Group stock for Q4 2016, up 8.5% quarter-over-quarter.
  • 9 funds opened new Workhorse Group positions in Q4 2016 and 3 closed out, a net change of +6 holders.
  • The largest Workhorse Group buyer in Q4 2016 was Millennium Management, an estimated $407K added.
  • The largest Workhorse Group seller in Q4 2016 was Cannell & Co, an estimated $85.8K sold.

Based on aggregated 13F filings for Q4 2016.