Workhorse Group
WKHS
33 hedge funds and large institutions have $12.4M invested in Workhorse Group in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 6 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
0.79% less ownership
Funds ownership: 12.61% → 11.82% (-0.79%)
3% less funds holding
Funds holding: 34 → 33 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
34% less capital inflows, than outflows
Capital inflows: $1.78M | Capital outflows: $2.69M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arosa Capital Management
Miami Beach,
Florida
|
+$950K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$333K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$219K |
| 4 |
Gateway Advisory
Westfield,
New Jersey
|
+$138K |
| 5 |
Cutter & Co Brokerage
Ballwin,
Missouri
|
+$48.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.3M |
| 2 |
Millennium Management
New York
|
-$97.4K |
| 3 |
CCM
CWH Capital Management
Spokane,
Washington
|
-$73.1K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$41K |
| 5 |
Virtu Financial
New York
|
-$35K |
WKHS Hedge Fund Activity: Q4 2017 in Review
33 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2017, worth a combined $12.4M — down 13% from $14.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WKHS and 5 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 6 added.
The largest buyer was Arosa Capital Management, opening a new position worth an estimated $950K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.3M sold.
- 33 institutional investors held Workhorse Group (WKHS) as of Q4 2017, down from 34 in Q3 2017.
- Funds reported $12.4M of Workhorse Group stock for Q4 2017, down 13% quarter-over-quarter.
- 5 funds opened new Workhorse Group positions in Q4 2017 and 6 closed out, a net change of -1 holder.
- The largest Workhorse Group buyer in Q4 2017 was Arosa Capital Management, an estimated $950K added.
- The largest Workhorse Group seller in Q4 2017 was Susquehanna International Group, an estimated $2.3M sold.
Based on aggregated 13F filings for Q4 2017.