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Workhorse Group

59 hedge funds and large institutions have $46M invested in Workhorse Group in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

37% more funds holding

Funds holding: 4359 (+16)

2% more capital invested

Capital invested by funds: $45M → $46M (+$972K)

0% more ownership

Funds ownership: 0.01%0.01% (+0%)

Holders
59
Holders Change
+16
Holders Change %
+37.21%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
14
Reduced
4
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.72M +$230K +25 +3%
ACM
2
Arosa Capital Management
Florida
$5.93M +$230K +25 +4%
First Manhattan
3
First Manhattan
New York
$5.08M -$341K -37 -6%
Invesco
4
Invesco
Georgia
$4.99M +$617K +67 +14%
CC
5
Cannell & Co
New York
$4.18M -$36.8K -4 -0.9%
BlackRock
6
BlackRock
New York
$3.42M +$120K +13 +4%
Wells Fargo
7
Wells Fargo
California
$2.22M +$865K +94 +63%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.27M -$184K -20 -13%
Qube Research & Technologies (QRT)
9
Qube Research & Technologies (QRT)
United Kingdom
$991K +$1M +109 New
CS
10
Credit Suisse
Switzerland
$852K +$856K +93 New
EMG
11
ETF Managers Group
New Jersey
$774K +$73.7K +8 +10%
CCB
12
Cutter & Co Brokerage
Missouri
$735K
EIM
13
Essex Investment Management
Massachusetts
$729K +$737K +80 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$700K +$709K +77 New
LCM
15
Laurion Capital Management
New York
$602K +$608K +66 New
State Street
16
State Street
Massachusetts
$527K +$350K +38 +190%
VF
17
Virtu Financial
New York
$455K +$460K +50 New
Morgan Stanley
18
Morgan Stanley
New York
$422K +$285K +31 +207%
Franklin Resources
19
Franklin Resources
California
$380K +$387K +42 New
PCM
20
Prelude Capital Management
New York
$334K +$341K +37 New
Northern Trust
21
Northern Trust
Illinois
$291K +$18.4K +2 +7%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$257K
ECM
23
ExodusPoint Capital Management
New York
$245K +$166K +18 +200%
OGC
24
One68 Global Capital
New York
$222K +$221K +24 New
Goldman Sachs
25
Goldman Sachs
New York
$206K +$212K +23 New

WKHS Hedge Fund Activity: Q4 2019 in Review

59 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2019, worth a combined $46M — up 2.2% from $45M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new WKHS positions and 9 closed out — a net gain of 16 holders — while 14 added to existing stakes and 4 trimmed.

The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $1M. The largest seller was EAM Investors, exiting entirely with an estimated $892K sold.

  • 59 institutional investors held Workhorse Group (WKHS) as of Q4 2019, up from 43 in Q3 2019.
  • Funds reported $46M of Workhorse Group stock for Q4 2019, up 2.2% quarter-over-quarter.
  • 25 funds opened new Workhorse Group positions in Q4 2019 and 9 closed out, a net change of +16 holders.
  • The largest Workhorse Group buyer in Q4 2019 was Qube Research & Technologies (QRT), an estimated $1M added.
  • The largest Workhorse Group seller in Q4 2019 was EAM Investors, an estimated $892K sold.

Based on aggregated 13F filings for Q4 2019.