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Workhorse Group
WKHS

34 hedge funds and large institutions have $14.3M invested in Workhorse Group in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more ownership

Funds ownership: 0% → 0% (+0%)

9% less capital invested

Capital invested by funds: $15.7M → $14.3M (-$1.39M)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

13% less funds holding

Funds holding: 39 → 34 (-5)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
34
Holders Change
-5
Holders Change %
-12.82%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.38M
2
Wells Fargo
Wells Fargo
California
+$1.41M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$62.5K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$35.7K
5
VF
Virtu Financial
New York
+$35.7K

Top Sellers

1
ECM
Element Capital Management
New York
-$268K
2
ARTA
A.R.T. Advisors
New York
-$224K
3
PP
Paloma Partners
Connecticut
-$200K
4
LP
LMR Partners
United Kingdom
-$126K
5
Goldman Sachs
Goldman Sachs
New York
-$107K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1
Cannell & Co
New York
$2.92M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.36M -$35.7K -4 -1%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.3M +$2.38M +267 +2,427%
CCM
4
CWH Capital Management
Washington
$1.96M +$8.93K +1 +0.4%
Wells Fargo
5
Wells Fargo
California
$1.31M +$1.41M +158 +15,800%
Millennium Management
6
Millennium Management
New York
$476K -$62.5K -7 -11%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$444K – – –
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$432K – – –
CCB
9
Cutter & Co Brokerage
Missouri
$226K -$17.9K -2 -7%
CGL
10
Clarius Group LLC
Washington
$214K – – –
BlackRock
11
BlackRock
New York
$197K -$17.9K -2 -8%
First Manhattan
12
First Manhattan
New York
$168K – – –
BC
13
Birchview Capital
Vermont
$138K – – –
Northern Trust
14
Northern Trust
Illinois
$134K +$8.93K +1 +7%
Goldman Sachs
15
Goldman Sachs
New York
$116K -$107K -12 -46%
GT
16
Glenview Trust
Kentucky
$104K – – –
JIC
17
Johnson Investment Counsel
Ohio
$95K +$26.8K +3 +38%
Morgan Stanley
18
Morgan Stanley
New York
$89K +$8.93K +1 +10%
RJA
19
Raymond James & Associates
Florida
$83K +$26.8K +3 +43%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$75K – – –
Bank of New York Mellon
21
Bank of New York Mellon
New York
$72K – – –
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$55K +$62.5K +7 New
LFAS
23
Level Four Advisory Services
Texas
$50K – – –
AG
24
Advisor Group
Arizona
$42K – – –
Baird Financial Group
25
Baird Financial Group
Wisconsin
$41K – – –
1
2 3

WKHS Hedge Fund Activity: Q3 2017 in Review

34 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2017, worth a combined $14.3M — down 8.9% from $15.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WKHS and 4 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 7 added.

The largest buyer was Susquehanna International Group, adding an estimated $2.38M. The largest seller was Element Capital Management, cutting an estimated $268K.

  • 34 institutional investors held Workhorse Group (WKHS) as of Q3 2017, down from 39 in Q2 2017.
  • Funds reported $14.3M of Workhorse Group stock for Q3 2017, down 8.9% quarter-over-quarter.
  • 4 funds opened new Workhorse Group positions in Q3 2017 and 8 closed out, a net change of -4 holders.
  • The largest Workhorse Group buyer in Q3 2017 was Susquehanna International Group, an estimated $2.38M added.
  • The largest Workhorse Group seller in Q3 2017 was Element Capital Management, an estimated $268K sold.

Based on aggregated 13F filings for Q3 2017.