We are live on ! Find out more
WKHS icon

Workhorse Group

40 hedge funds and large institutions have $5.49M invested in Workhorse Group in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

14% more funds holding

Funds holding: 3540 (+5)

0% less ownership

Funds ownership: 0%0% (-0%)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

33% less capital invested

Capital invested by funds: $8.22M → $5.49M (-$2.73M)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
6
Reduced
7
Closed
4
Calls
$6.57M
Puts
Net Calls
+$6.57M
Net Calls Change
+$6.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.26M +$115K +30 +8%
CC
2
Cannell & Co
New York
$1.2M
First Manhattan
3
First Manhattan
New York
$629K +$353K +92 +88%
Wells Fargo
4
Wells Fargo
California
$556K -$11.5K -3 -2%
ACM
5
Arosa Capital Management
Florida
$375K
Geode Capital Management
6
Geode Capital Management
Massachusetts
$193K +$38.4K +10 +20%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$149K
Jane Street
8
Jane Street
New York
$115K +$138K +36 New
CCB
9
Cutter & Co Brokerage
Missouri
$105K -$7.68K -2 -6%
BlackRock
10
BlackRock
New York
$100K
CGL
11
Clarius Group LLC
Washington
$83K
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$71K
Bank of America
13
Bank of America
North Carolina
$60K
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$60K +$73K +19 New
Northern Trust
15
Northern Trust
Illinois
$54K
Morgan Stanley
16
Morgan Stanley
New York
$40K -$3.84K -1 -7%
GT
17
Glenview Trust
Kentucky
$40K
WP
18
WMS Partners
Maryland
$37K +$46.1K +12 New
JIC
19
Johnson Investment Counsel
Ohio
$36K
State Street
20
State Street
Massachusetts
$32K +$7.68K +2 +25%
CCM
21
CWH Capital Management
Washington
$28K -$3.84K -1 -10%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$28K
BC
23
Birchview Capital
Vermont
$27K
ARTA
24
A.R.T. Advisors
New York
$24K -$3.84K -1 -11%
LFAS
25
Level Four Advisory Services
Texas
$19K

WKHS Hedge Fund Activity: Q3 2018 in Review

40 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2018, worth a combined $5.49M — down 33% from $8.22M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WKHS positions and 4 closed out — a net gain of 5 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was First Manhattan, adding an estimated $353K. The largest seller was Goldman Sachs, cutting an estimated $23.1K.

  • 40 institutional investors held Workhorse Group (WKHS) as of Q3 2018, up from 35 in Q2 2018.
  • Funds reported $5.49M of Workhorse Group stock for Q3 2018, down 33% quarter-over-quarter.
  • 9 funds opened new Workhorse Group positions in Q3 2018 and 4 closed out, a net change of +5 holders.
  • The largest Workhorse Group buyer in Q3 2018 was First Manhattan, an estimated $353K added.
  • The largest Workhorse Group seller in Q3 2018 was Goldman Sachs, an estimated $23.1K sold.

Based on aggregated 13F filings for Q3 2018.