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Workhorse Group

61 hedge funds and large institutions have $28.6M invested in Workhorse Group in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,045% more call options, than puts

Call options by funds: $355K | Put options by funds: $31K

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

3% more funds holding

Funds holding: 5961 (+2)

0% more ownership

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

38% less capital invested

Capital invested by funds: $46M → $28.6M (-$17.4M)

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
21
Reduced
7
Closed
9
Calls
$355K
Puts
$31K
Net Calls
+$324K
Net Calls Change
+$324K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.81M +$344K +40 +5%
ACM
2
Arosa Capital Management
Florida
$3.67M +$215K +25 +4%
First Manhattan
3
First Manhattan
New York
$3.18M +$232K +27 +5%
CC
4
Cannell & Co
New York
$2.49M
BlackRock
5
BlackRock
New York
$2.09M +$77.4K +9 +2%
Millennium Management
6
Millennium Management
New York
$1.35M +$2.01M +234 +1,671%
Wells Fargo
7
Wells Fargo
California
$1.33M +$17.2K +2 +0.8%
State Street
8
State Street
Massachusetts
$1.24M +$1.45M +169 +291%
CCB
9
Cutter & Co Brokerage
Missouri
$1.18M +$696K +81 +100%
Invesco
10
Invesco
Georgia
$935K -$3.23M -376 -69%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$905K +$774K +90 +117%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$796K +$68.8K +8 +6%
Goldman Sachs
13
Goldman Sachs
New York
$573K +$713K +83 +361%
EMG
14
ETF Managers Group
New Jersey
$419K -$43K -5 -6%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$283K +$447K +52 New
Franklin Resources
16
Franklin Resources
California
$226K
ECM
17
ExodusPoint Capital Management
New York
$223K +$120K +14 +52%
AA
18
Ancora Advisors
Ohio
$220K +$344K +40 +4,000%
Northern Trust
19
Northern Trust
Illinois
$210K +$60.2K +7 +22%
Squarepoint
20
Squarepoint
New York
$185K +$292K +34 New
Bank of America
21
Bank of America
North Carolina
$178K +$94.5K +11 +50%
HF
22
HRT Financial
New York
$175K +$275K +32 New
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$165K -$679K -79 -72%
Morgan Stanley
24
Morgan Stanley
New York
$154K -$155K -18 -39%
Osaic Holdings
25
Osaic Holdings
Arizona
$147K +$232K +27 New

WKHS Hedge Fund Activity: Q1 2020 in Review

61 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2020, worth a combined $28.6M — down 38% from $46M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WKHS positions and 9 closed out — a net gain of 5 holders — while 21 added to existing stakes and 7 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.01M. The largest seller was Invesco, cutting an estimated $3.23M.

  • 61 institutional investors held Workhorse Group (WKHS) as of Q1 2020, up from 59 in Q4 2019.
  • Funds reported $28.6M of Workhorse Group stock for Q1 2020, down 38% quarter-over-quarter.
  • 14 funds opened new Workhorse Group positions in Q1 2020 and 9 closed out, a net change of +5 holders.
  • The largest Workhorse Group buyer in Q1 2020 was Millennium Management, an estimated $2.01M added.
  • The largest Workhorse Group seller in Q1 2020 was Invesco, an estimated $3.23M sold.

Based on aggregated 13F filings for Q1 2020.