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Workhorse Group

145 hedge funds and large institutions have $1.01B invested in Workhorse Group in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 18

153% more capital invested

Capital invested by funds: $397M → $1.01B (+$609M)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

34% more funds holding

Funds holding: 108145 (+37)

22% more call options, than puts

Call options by funds: $328M | Put options by funds: $270M

0% more ownership

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

Holders
145
Holders Change
+37
Holders Change %
+34.26%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
55
Increased
49
Reduced
31
Closed
18
Calls
$328M
Puts
$270M
Net Calls
+$58.6M
Net Calls Change
+$59.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$157M +$38.1M +667 +48%
Vanguard Group
2
Vanguard Group
Pennsylvania
$106M +$30.5M +534 +62%
SGAM
3
Seaport Global Asset Management
New York
$99.5M +$75M +1,312 New
ACM
4
Arosa Capital Management
Florida
$78M +$58.8M +1,028 New
State Street
5
State Street
Massachusetts
$58.5M +$12.1M +211 +38%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$35M +$9.95M +174 +60%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$34.3M +$19.8M +347 +330%
CC
8
Cannell & Co
New York
$28.5M -$3.14M -55 -13%
Northern Trust
9
Northern Trust
Illinois
$25.7M +$5.83M +102 +43%
Invesco
10
Invesco
Georgia
$24.6M -$4.4M -77 -19%
Bank of America
11
Bank of America
North Carolina
$24.1M +$17.2M +300 +1,667%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$23.9M +$18M +315 New
Goldman Sachs
13
Goldman Sachs
New York
$22.5M +$17M +297 New
Wells Fargo
14
Wells Fargo
California
$21.3M -$229K -4 -1%
AIM
15
ARK Investment Management
Florida
$18.5M +$11.9M +209 +615%
Charles Schwab
16
Charles Schwab
California
$15.4M +$8.63M +151 +290%
AA
17
ALPS Advisors
Colorado
$12.2M +$9.2M +161 New
N
18
Nuveen
North Carolina
$10.7M +$2.23M +39 +39%
Federated Hermes
19
Federated Hermes
Pennsylvania
$10.5M +$7.95M +139 New
EAM
20
Erste Asset Management
Austria
$9.48M -$2.86M -50 -30%
NAMA
21
Nikko Asset Management Americas
New York
$8.79M +$6.52M +114 New
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$8.68M +$6.52M +114 New
First Trust Advisors
23
First Trust Advisors
Illinois
$8.67M +$6.52M +114 New
Jane Street
24
Jane Street
New York
$7.73M -$2.86M -50 -33%
First Manhattan
25
First Manhattan
New York
$7.67M -$20.8M -363 -78%

WKHS Hedge Fund Activity: Q3 2020 in Review

145 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2020, worth a combined $1.01B — up 153% from $397M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new WKHS positions and 18 closed out — a net gain of 37 holders — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Arosa Capital Management, opening a new position worth an estimated $58.8M. The largest seller was First Manhattan, cutting an estimated $20.8M.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q3 2020, up from 108 in Q2 2020.
  • Funds reported $1.01B of Workhorse Group stock for Q3 2020, up 153% quarter-over-quarter.
  • 55 funds opened new Workhorse Group positions in Q3 2020 and 18 closed out, a net change of +37 holders.
  • The largest Workhorse Group buyer in Q3 2020 was Arosa Capital Management, an estimated $58.8M added.
  • The largest Workhorse Group seller in Q3 2020 was First Manhattan, an estimated $20.8M sold.

Based on aggregated 13F filings for Q3 2020.