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Workhorse Group
WKHS

43 hedge funds and large institutions have $45M invested in Workhorse Group in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

25% more capital invested

Capital invested by funds: $35.9M → $45M (+$9.11M)

19% more funds holding

Funds holding: 36 → 43 (+7)

0% more ownership

Funds ownership: 0.01% → 0.01% (+0%)

Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
11
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$5.16M
2
EI
EAM Investors
California
+$912K
3
WG
Winton Group
United Kingdom
+$890K
4
EMG
ETF Managers Group
New Jersey
+$826K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$236K

Top Sellers

1
First Manhattan
First Manhattan
New York
-$4.55M
2
IAA
Independent Advisor Alliance
North Carolina
-$1.05M
3
CC
Cannell & Co
New York
-$214K
4
Bank of America
Bank of America
North Carolina
-$182K
5
VF
Virtu Financial
New York
-$137K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.62M +$236K +22 +3%
ACM
2
Arosa Capital Management
Florida
$6.56M +$85.8K +8 +1%
First Manhattan
3
First Manhattan
New York
$6.25M -$4.55M -424 -42%
Invesco
4
Invesco
Georgia
$5.05M +$5.16M +481 New
CC
5
Cannell & Co
New York
$4.86M -$214K -20 -4%
BlackRock
6
BlackRock
New York
$3.8M +$42.9K +4 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.66M – – –
Wells Fargo
8
Wells Fargo
California
$1.56M +$10.7K +1 +0.7%
EI
9
EAM Investors
California
$892K +$912K +85 New
WG
10
Winton Group
United Kingdom
$871K +$890K +83 New
CCB
11
Cutter & Co Brokerage
Missouri
$846K +$10.7K +1 +1%
EMG
12
ETF Managers Group
New Jersey
$816K +$826K +77 New
Northern Trust
13
Northern Trust
Illinois
$316K -$107K -10 -25%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$295K – – –
IAA
15
Independent Advisor Alliance
North Carolina
$283K -$1.05M -98 -78%
CGL
16
Clarius Group LLC
Washington
$213K -$64.3K -6 -23%
State Street
17
State Street
Massachusetts
$209K +$214K +20 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$180K – – –
Morgan Stanley
19
Morgan Stanley
New York
$154K +$42.9K +4 +36%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$151K +$64.3K +6 +75%
PFS
21
Prospera Financial Services
Texas
$144K +$64.3K +6 +75%
GT
22
Glenview Trust
Kentucky
$131K – – –
WP
23
WMS Partners
Maryland
$123K – – –
JIC
24
Johnson Investment Counsel
Ohio
$121K +$10.7K +1 +9%
UOC
25
UBS O'Connor
Illinois
$108K +$107K +10 New
1
2 3

WKHS Hedge Fund Activity: Q3 2019 in Review

43 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2019, worth a combined $45M — up 25% from $35.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WKHS positions and 6 closed out — a net gain of 7 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $5.16M. The largest seller was First Manhattan, cutting an estimated $4.55M.

  • 43 institutional investors held Workhorse Group (WKHS) as of Q3 2019, up from 36 in Q2 2019.
  • Funds reported $45M of Workhorse Group stock for Q3 2019, up 25% quarter-over-quarter.
  • 13 funds opened new Workhorse Group positions in Q3 2019 and 6 closed out, a net change of +7 holders.
  • The largest Workhorse Group buyer in Q3 2019 was Invesco, an estimated $5.16M added.
  • The largest Workhorse Group seller in Q3 2019 was First Manhattan, an estimated $4.55M sold.

Based on aggregated 13F filings for Q3 2019.