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Workhorse Group
WKHS

39 hedge funds and large institutions have $4.87M invested in Workhorse Group in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

26% more capital invested

Capital invested by funds: $3.86M → $4.87M (+$1.01M)

5% more funds holding

Funds holding: 37 → 39 (+2)

0% more ownership

Funds ownership: 0% → 0% (+0%)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Manhattan
First Manhattan
New York
+$655K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$110K
3
ECM
ExodusPoint Capital Management
New York
+$107K
4
MWM
Marietta Wealth Management
Georgia
+$44.5K
5
Citadel Advisors
Citadel Advisors
Florida
+$31.4K

Top Sellers

Rank Fund Capital Flow
1
ACM
Arosa Capital Management
Florida
-$280K
2
Wells Fargo
Wells Fargo
California
-$86.4K
3
CGL
Clarius Group LLC
Washington
-$41K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$30K
5
VF
Virtu Financial
New York
-$13.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Arosa Capital Management
Florida
$1.25M -$280K -107 -14%
First Manhattan
2
First Manhattan
New York
$1.06M +$655K +250 +77%
CC
3
Cannell & Co
New York
$690K – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$626K +$110K +42 +14%
Wells Fargo
5
Wells Fargo
California
$233K -$86.4K -33 -21%
CCB
6
Cutter & Co Brokerage
Missouri
$147K – – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$112K +$2.62K +1 +2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$86K – – –
BlackRock
9
BlackRock
New York
$77K -$7.86K -3 -7%
ECM
10
ExodusPoint Capital Management
New York
$75K +$107K +41 New
Citadel Advisors
11
Citadel Advisors
Florida
$55K +$31.4K +12 +67%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$52K – – –
Northern Trust
13
Northern Trust
Illinois
$41K +$13.1K +5 +29%
Bank of America
14
Bank of America
North Carolina
$35K – – –
Jane Street
15
Jane Street
New York
$32K +$18.3K +7 +70%
MWM
16
Marietta Wealth Management
Georgia
$31K +$44.5K +17 New
UBS Group
17
UBS Group
Switzerland
$25K +$15.7K +6 +75%
GT
18
Glenview Trust
Kentucky
$23K – – –
Morgan Stanley
19
Morgan Stanley
New York
$22K – – –
WP
20
WMS Partners
Maryland
$22K – – –
JIC
21
Johnson Investment Counsel
Ohio
$20K – – –
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
Bank of New York Mellon
23
Bank of New York Mellon
New York
$16K -$2.62K -1 -11%
VF
24
Virtu Financial
New York
$15K -$13.1K -5 -38%
BC
25
Birchview Capital
Vermont
$15K – – –
1
2

WKHS Hedge Fund Activity: Q1 2019 in Review

39 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2019, worth a combined $4.87M — up 26% from $3.86M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WKHS positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was First Manhattan, adding an estimated $655K. The largest seller was Arosa Capital Management, cutting an estimated $280K.

  • 39 institutional investors held Workhorse Group (WKHS) as of Q1 2019, up from 37 in Q4 2018.
  • Funds reported $4.87M of Workhorse Group stock for Q1 2019, up 26% quarter-over-quarter.
  • 6 funds opened new Workhorse Group positions in Q1 2019 and 4 closed out, a net change of +2 holders.
  • The largest Workhorse Group buyer in Q1 2019 was First Manhattan, an estimated $655K added.
  • The largest Workhorse Group seller in Q1 2019 was Arosa Capital Management, an estimated $280K sold.

Based on aggregated 13F filings for Q1 2019.