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Workhorse Group

219 hedge funds and large institutions have $963M invested in Workhorse Group in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $1.01B → $963M (-$44.1M)

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: 41 (-3)

Holders
219
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$198M
Puts
$225M
Net Calls
Net Calls Change

Top Buyers

1 +$39.1M
2 +$22.9M
3 +$22.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$20.3M
5
Invesco
Invesco
Georgia
+$18.2M

Top Sellers

1 -$50.8M
2 -$16.4M
3 -$6.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.79M
5
Simplex Trading
Simplex Trading
Illinois
-$5.7M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$140M
2
$103M
3
$76.3M
4
$43.7M
5
$39.8M
6
$37.5M
7
$36.6M
8
$31.6M
9
$31.2M
10
$29.7M
11
$24.3M
12
$21.5M
13
$21M
14
$19.6M
15
$18M
16
$16.3M
17
$16M
18
$15.7M
19
$14.3M
20
$13.4M
21
$12M
22
$10.2M
23
$9.51M
24
$9.27M
25
$9.27M