WKHS icon

Workhorse Group
WKHS

Overview Fund Activity

50 hedge funds and large institutions have $22.6M invested in Workhorse Group in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+6
Holders Change %
+13.64%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$408K
2
BFA
2
BlackRock Fund Advisors
California
$2.6M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.07M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$212K
5
Morgan Stanley
5
Morgan Stanley
New York
$304K

Top Sellers

1
RhumbLine Advisers
1
RhumbLine Advisers
Massachusetts
$0
2
CC
2
Cannell & Co
New York
$7.08M
3
EA
3
Efficient Advisors
Ohio
$0
4
EIM
4
Essex Investment Management
Massachusetts
$503K
5
First Manhattan
5
First Manhattan
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CC
1
Cannell & Co
New York
$7.08M 1,003,307 -12,000 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.21M 595,866 +14,645 +3%
BFA
3
BlackRock Fund Advisors
California
$2.6M 368,445 +49,556 +16%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$1.07M 151,662 +45,000 +42%
State Street
5
State Street
Massachusetts
$934K 132,260 -313 -0.2%
Northern Trust
6
Northern Trust
Illinois
$817K 115,674 +1,468 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$697K 98,796 +13,074 +15%
BIT
8
BlackRock Institutional Trust
California
$529K 74,980 – –
EIM
9
Essex Investment Management
Massachusetts
$503K 71,194 -5,836 -8%
CCB
10
Cutter & Co Brokerage
Missouri
$413K 58,500 +1,300 +2%
Millennium Management
11
Millennium Management
New York
$408K 57,812 +57,812 New
Morgan Stanley
12
Morgan Stanley
New York
$304K 43,025 +29,294 +213%
BIM
13
BlackRock Investment Management
Delaware
$290K 41,079 – –
TCIM
14
TIAA CREF Investment Management
New York
$247K 34,979 +1,677 +5%
BC
15
Birchview Capital
Vermont
$212K 30,000 – –
Baird Financial Group
16
Baird Financial Group
Wisconsin
$212K 30,000 +30,000 New
GT
17
Glenview Trust
Kentucky
$206K 29,167 +29,167 New
California State Teachers Retirement System (CalSTRS)
18
California State Teachers Retirement System (CalSTRS)
California
$167K 23,593 -300 -1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$164K 23,345 +1,432 +7%
TA
20
Teachers Advisors
New York
$158K 22,448 +3,497 +18%
JIC
21
Johnson Investment Counsel
Ohio
$153K 21,717 – –
RJFSA
22
Raymond James Financial Services Advisors
Florida
$153K 21,680 – –
Goldman Sachs
23
Goldman Sachs
New York
$136K 19,217 +191 +1%
Charles Schwab
24
Charles Schwab
California
$131K 18,500 – –
LFAS
25
Level Four Advisory Services
Texas
$128K 18,167 +18,167 New
1
2 3