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Workhorse Group
WKHS

41 hedge funds and large institutions have $15M invested in Workhorse Group in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

3% more funds holding

Funds holding: 40 → 41 (+1)

0% more ownership

Funds ownership: 0% → 0.01% (+0%)

34% less capital invested

Capital invested by funds: $22.6M → $15M (-$7.65M)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
13
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
CWH Capital Management
Washington
+$2.36M
2
BlackRock
BlackRock
New York
+$2.04M
3
HRCM
Hood River Capital Management
Florida
+$1.55M
4
CC
Cannell & Co
New York
+$1.22M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$957K

Top Sellers

1
EIM
Essex Investment Management
Massachusetts
-$503K
2
Millennium Management
Millennium Management
New York
-$408K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$153K
4
JP Morgan Chase
JP Morgan Chase
New York
-$67K
5
Citigroup
Citigroup
New York
-$31.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1
Cannell & Co
New York
$3.56M +$1.22M +117 +35%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.29M +$957K +92 +46%
CCM
3
CWH Capital Management
Washington
$1.79M +$2.36M +227 New
BlackRock
4
BlackRock
New York
$1.54M +$2.04M +196 New
HRCM
5
Hood River Capital Management
Florida
$1.18M +$1.55M +149 New
BC
6
Birchview Capital
Vermont
$684K +$801K +77 +770%
UOC
7
UBS O'Connor
Illinois
$582K +$770K +74 New
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$412K +$10.4K +1 +2%
Northern Trust
9
Northern Trust
Illinois
$382K +$93.6K +9 +23%
State Street
10
State Street
Massachusetts
$351K – – –
Geode Capital Management
11
Geode Capital Management
Massachusetts
$332K +$93.6K +9 +27%
CCB
12
Cutter & Co Brokerage
Missouri
$234K +$104K +10 +50%
CGL
13
Clarius Group LLC
Washington
$204K +$270K +26 New
First Manhattan
14
First Manhattan
New York
$160K +$208K +20 New
Renaissance Technologies
15
Renaissance Technologies
New York
$117K +$156K +15 New
Goldman Sachs
16
Goldman Sachs
New York
$116K +$93.6K +9 +150%
Morgan Stanley
17
Morgan Stanley
New York
$95K -$20.8K -2 -14%
TCIM
18
TIAA CREF Investment Management
New York
$92K – – –
Baird Financial Group
19
Baird Financial Group
Wisconsin
$79K – – –
California State Teachers Retirement System (CalSTRS)
20
California State Teachers Retirement System (CalSTRS)
California
$79K +$20.8K +2 +25%
GT
21
Glenview Trust
Kentucky
$77K – – –
TA
22
Teachers Advisors
New York
$68K +$20.8K +2 +29%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$62K – – –
JIC
24
Johnson Investment Counsel
Ohio
$61K +$10.4K +1 +14%
Deutsche Bank
25
Deutsche Bank
Germany
$52K +$52K +5 +250%
1
2 3

WKHS Hedge Fund Activity: Q1 2017 in Review

41 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2017, worth a combined $15M — down 34% from $22.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WKHS positions and 5 closed out — a net gain of 5 holders — while 13 added to existing stakes and 2 trimmed.

The largest buyer was CWH Capital Management, opening a new position worth an estimated $2.36M. The largest seller was Essex Investment Management, exiting entirely with an estimated $503K sold.

  • 41 institutional investors held Workhorse Group (WKHS) as of Q1 2017, up from 40 in Q4 2016.
  • Funds reported $15M of Workhorse Group stock for Q1 2017, down 34% quarter-over-quarter.
  • 10 funds opened new Workhorse Group positions in Q1 2017 and 5 closed out, a net change of +5 holders.
  • The largest Workhorse Group buyer in Q1 2017 was CWH Capital Management, an estimated $2.36M added.
  • The largest Workhorse Group seller in Q1 2017 was Essex Investment Management, an estimated $503K sold.

Based on aggregated 13F filings for Q1 2017.