Workhorse Group
WKHS
172 hedge funds and large institutions have $964M invested in Workhorse Group in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 58 increasing their positions, 34 reducing their positions, and 28 closing their positions.
96% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 28
71% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 34
19% more funds holding
Funds holding: 145 → 172 (+27)
0% more ownership
Funds ownership: 0.01% → 0.01% (+0%)
5% less capital invested
Capital invested by funds: $1.01B → $964M (-$50.6M)
12% less call options, than puts
Call options by funds: $198M | Put options by funds: $225M
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$42.9M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$25.1M |
| 3 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$24.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$20M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Arosa Capital Management
Miami Beach,
Florida
|
-$55.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$18M |
| 3 |
CC
Cannell & Co
New York
|
-$6.89M |
| 4 |
Bank of New York Mellon
New York
|
-$6.37M |
| 5 |
Simplex Trading
Chicago,
Illinois
|
-$6.18M |
WKHS Hedge Fund Activity: Q4 2020 in Review
172 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2020, worth a combined $964M — down 5% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new WKHS positions and 28 closed out — a net gain of 27 holders — while 58 added to existing stakes and 34 trimmed.
The largest buyer was Citigroup, adding an estimated $42.9M. The largest seller was Arosa Capital Management, cutting an estimated $55.6M.
- 172 institutional investors held Workhorse Group (WKHS) as of Q4 2020, up from 145 in Q3 2020.
- Funds reported $964M of Workhorse Group stock for Q4 2020, down 5% quarter-over-quarter.
- 55 funds opened new Workhorse Group positions in Q4 2020 and 28 closed out, a net change of +27 holders.
- The largest Workhorse Group buyer in Q4 2020 was Citigroup, an estimated $42.9M added.
- The largest Workhorse Group seller in Q4 2020 was Arosa Capital Management, an estimated $55.6M sold.
Based on aggregated 13F filings for Q4 2020.