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Workhorse Group
WKHS

35 hedge funds and large institutions have $8.22M invested in Workhorse Group in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

0% more ownership

Funds ownership: 0% → 0% (+0%)

3% less funds holding

Funds holding: 36 → 35 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

27% less capital invested

Capital invested by funds: $11.2M → $8.22M (-$2.97M)

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Manhattan
First Manhattan
New York
+$645K
2
CC
Cannell & Co
New York
+$177K
3
Bank of America
Bank of America
North Carolina
+$138K
4
ARTA
A.R.T. Advisors
New York
+$69.1K
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$38.4K

Top Sellers

1
PCM
Prelude Capital Management
New York
-$76.7K
2
BC
Birchview Capital
Vermont
-$69.1K
3
Wells Fargo
Wells Fargo
California
-$53.7K
4
BCM
BlueCrest Capital Management
Jersey
-$48K
5
TSS
Two Sigma Securities
New York
-$48K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1
Cannell & Co
New York
$2.04M +$177K +23 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.98M +$23K +3 +0.8%
Wells Fargo
3
Wells Fargo
California
$960K -$53.7K -7 -4%
ACM
4
Arosa Capital Management
Florida
$637K – – –
First Manhattan
5
First Manhattan
New York
$566K +$645K +84 +420%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$272K – – –
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$253K -$46K -6 -12%
CCB
8
Cutter & Co Brokerage
Missouri
$189K – – –
BlackRock
9
BlackRock
New York
$172K +$23K +3 +11%
CGL
10
Clarius Group LLC
Washington
$141K – – –
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$119K +$38.4K +5 +29%
Bank of America
12
Bank of America
North Carolina
$103K +$138K +18 +1,800%
Northern Trust
13
Northern Trust
Illinois
$92K – – –
Morgan Stanley
14
Morgan Stanley
New York
$77K -$30.7K -4 -22%
GT
15
Glenview Trust
Kentucky
$68K – – –
JIC
16
Johnson Investment Counsel
Ohio
$60K – – –
Goldman Sachs
17
Goldman Sachs
New York
$58K +$30.7K +4 +57%
CCM
18
CWH Capital Management
Washington
$53K -$46K -6 -38%
ARTA
19
A.R.T. Advisors
New York
$49K +$69.1K +9 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$48K – – –
State Street
21
State Street
Massachusetts
$47K +$7.67K +1 +14%
BC
22
Birchview Capital
Vermont
$46K -$69.1K -9 -53%
LFAS
23
Level Four Advisory Services
Texas
$33K – – –
LNC
24
Lincoln National Corp
Pennsylvania
$22K +$30.7K +4 New
AG
25
Advisor Group
Arizona
$20K – – –
1
2

WKHS Hedge Fund Activity: Q2 2018 in Review

35 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2018, worth a combined $8.22M — down 27% from $11.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WKHS and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 8 added.

The largest buyer was First Manhattan, adding an estimated $645K. The largest seller was Prelude Capital Management, cutting an estimated $76.7K.

  • 35 institutional investors held Workhorse Group (WKHS) as of Q2 2018, down from 36 in Q1 2018.
  • Funds reported $8.22M of Workhorse Group stock for Q2 2018, down 27% quarter-over-quarter.
  • 3 funds opened new Workhorse Group positions in Q2 2018 and 4 closed out, a net change of -1 holder.
  • The largest Workhorse Group buyer in Q2 2018 was First Manhattan, an estimated $645K added.
  • The largest Workhorse Group seller in Q2 2018 was Prelude Capital Management, an estimated $76.7K sold.

Based on aggregated 13F filings for Q2 2018.