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Workhorse Group
WKHS

37 hedge funds and large institutions have $3.86M invested in Workhorse Group in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

0% more ownership

Funds ownership: 0% → 0% (+0%)

8% less funds holding

Funds holding: 40 → 37 (-3)

30% less capital invested

Capital invested by funds: $5.49M → $3.86M (-$1.63M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
4
Closed
8
Calls
$3.77M
Puts
–
Net Calls
+$3.77M
Net Calls Change
-$2.8M

Top Buyers

1
ACM
Arosa Capital Management
Florida
+$1.57M
2
First Manhattan
First Manhattan
New York
+$304K
3
CCB
Cutter & Co Brokerage
Missouri
+$109K
4
Citadel Advisors
Citadel Advisors
Florida
+$42.5K
5
BlackRock
BlackRock
New York
+$33K

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$227K
2
Jane Street
Jane Street
New York
-$61.4K
3
Wells Fargo
Wells Fargo
California
-$33K
4
State Street
State Street
Massachusetts
-$32K
5
CCM
CWH Capital Management
Washington
-$28K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Arosa Capital Management
Florida
$1.24M +$1.57M +666 +569%
CC
2
Cannell & Co
New York
$592K – – –
First Manhattan
3
First Manhattan
New York
$515K +$304K +129 +66%
Vanguard Group
4
Vanguard Group
Pennsylvania
$471K -$227K -96 -24%
Wells Fargo
5
Wells Fargo
California
$252K -$33K -14 -8%
CCB
6
Cutter & Co Brokerage
Missouri
$126K +$109K +46 +139%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$95K – – –
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$73K – – –
BlackRock
9
BlackRock
New York
$71K +$33K +14 +45%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$45K +$14.2K +6 +27%
CGL
11
Clarius Group LLC
Washington
$41K – – –
Bank of America
12
Bank of America
North Carolina
$30K – – –
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$30K – – –
Citadel Advisors
14
Citadel Advisors
Florida
$28K +$42.5K +18 New
Northern Trust
15
Northern Trust
Illinois
$27K – – –
VF
16
Virtu Financial
New York
$21K +$21.2K +9 +225%
GT
17
Glenview Trust
Kentucky
$20K – – –
Morgan Stanley
18
Morgan Stanley
New York
$18K -$2.36K -1 -8%
WP
19
WMS Partners
Maryland
$18K – – –
JIC
20
Johnson Investment Counsel
Ohio
$17K – – –
Jane Street
21
Jane Street
New York
$16K -$61.4K -26 -72%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$14K – – –
BC
23
Birchview Capital
Vermont
$13K – – –
UBS Group
24
UBS Group
Switzerland
$12K +$9.44K +4 +100%
LFAS
25
Level Four Advisory Services
Texas
$10K – – –
1
2 3

WKHS Hedge Fund Activity: Q4 2018 in Review

37 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2018, worth a combined $3.86M — down 30% from $5.49M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WKHS and 5 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 8 added.

The largest buyer was Arosa Capital Management, adding an estimated $1.57M. The largest seller was Vanguard Group, cutting an estimated $227K.

  • 37 institutional investors held Workhorse Group (WKHS) as of Q4 2018, down from 40 in Q3 2018.
  • Funds reported $3.86M of Workhorse Group stock for Q4 2018, down 30% quarter-over-quarter.
  • 5 funds opened new Workhorse Group positions in Q4 2018 and 8 closed out, a net change of -3 holders.
  • The largest Workhorse Group buyer in Q4 2018 was Arosa Capital Management, an estimated $1.57M added.
  • The largest Workhorse Group seller in Q4 2018 was Vanguard Group, an estimated $227K sold.

Based on aggregated 13F filings for Q4 2018.