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Workhorse Group
WKHS

Overview Fund Activity

46 hedge funds and large institutions have $11.2M invested in Workhorse Group in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
8
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$263K
2
PCM
Prelude Capital Management
New York
+$98K
3
Morgan Stanley
Morgan Stanley
New York
+$68.5K
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$65.9K
5
State Street
State Street
Massachusetts
+$51K

Top Sellers

1
CCM
CWH Capital Management
Washington
-$1.69M
2
Millennium Management
Millennium Management
New York
-$346K
3
GA
Gateway Advisory
New Jersey
-$128K
4
RJA
Raymond James & Associates
Florida
-$77K
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$51K
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.85M +$263K +398 +10%
CC
2
Cannell & Co
New York
$2.78M -$26.4K -40 -0.9%
Wells Fargo
3
Wells Fargo
California
$1.45M -$20.5K -31 -1%
ACM
4
Arosa Capital Management
Florida
$924K – – –
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$413K – – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$395K – – –
CCB
7
Cutter & Co Brokerage
Missouri
$275K +$12.6K +19 +5%
BlackRock
8
BlackRock
New York
$219K +$20.4K +31 +10%
CGL
9
Clarius Group LLC
Washington
$205K – – –
First Manhattan
10
First Manhattan
New York
$161K – – –
Morgan Stanley
11
Morgan Stanley
New York
$145K +$68.5K +104 +90%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$137K +$65.9K +100 +93%
Northern Trust
13
Northern Trust
Illinois
$133K +$9.22K +14 +7%
BC
14
Birchview Capital
Vermont
$132K – – –
CCM
15
CWH Capital Management
Washington
$126K -$1.69M -2,542 -93%
GT
16
Glenview Trust
Kentucky
$99K – – –
PCM
17
Prelude Capital Management
New York
$98K +$98K +149 New
JIC
18
Johnson Investment Counsel
Ohio
$87K – – –
Bank of New York Mellon
19
Bank of New York Mellon
New York
$71K +$1.97K +3 +3%
Goldman Sachs
20
Goldman Sachs
New York
$59K -$50.4K -76 -46%
State Street
21
State Street
Massachusetts
$51K +$51K +78 New
LFAS
22
Level Four Advisory Services
Texas
$48K – – –
TSS
23
Two Sigma Securities
New York
$48K +$48K +73 New
BCM
24
BlueCrest Capital Management
Jersey
$48K +$48K +73 New
Jane Street
25
Jane Street
New York
$43K +$43K +65 New
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