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Workhorse Group

154 hedge funds and large institutions have $251M invested in Workhorse Group in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $14.4M

81% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 31

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

12% more capital invested

Capital invested by funds: $223M → $251M (+$27.2M)

1% more funds holding

Funds holding: 152154 (+2)

0% more ownership

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

Holders
154
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
56
Reduced
31
Closed
19
Calls
$26.6M
Puts
$14.4M
Net Calls
+$12.2M
Net Calls Change
+$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$50.7M +$5.43M +493 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$34.9M +$1.29M +117 +5%
Invesco
3
Invesco
Georgia
$20.8M +$121K +11 +0.8%
State Street
4
State Street
Massachusetts
$18.1M +$838K +76 +7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$14M +$2.32M +210 +29%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$9.62M +$1.06M +96 +18%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$9.29M +$6.82M +619 New
Northern Trust
8
Northern Trust
Illinois
$7.23M +$871K +79 +20%
First Trust Advisors
9
First Trust Advisors
Illinois
$5.95M -$14.6M -1,328 -77%
Two Sigma Investments
10
Two Sigma Investments
New York
$5.58M +$750K +68 +22%
Charles Schwab
11
Charles Schwab
California
$5.35M +$595K +54 +18%
Millennium Management
12
Millennium Management
New York
$5.15M +$3.14M +285 +483%
Norges Bank
13
Norges Bank
Norway
$4.25M -$287K -26 -8%
SFI
14
Susquehanna Fundamental Investments
Pennsylvania
$3.67M
N
15
Nuveen
North Carolina
$3.53M -$584K -53 -16%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.92M +$342K +31 +19%
CS
17
Credit Suisse
Switzerland
$2.75M -$1.37M -124 -40%
Wells Fargo
18
Wells Fargo
California
$2.69M +$44.1K +4 +2%
Morgan Stanley
19
Morgan Stanley
New York
$2.25M -$639K -58 -28%
CSS
20
Cubist Systematic Strategies
Connecticut
$2.11M +$1.47M +133 +1,900%
Rafferty Asset Management
21
Rafferty Asset Management
New York
$1.9M -$165K -15 -11%
Swiss National Bank
22
Swiss National Bank
Switzerland
$1.84M +$452K +41 +50%
Bank of America
23
Bank of America
North Carolina
$1.76M +$739K +67 +134%
SC
24
Sculptor Capital
New York
$1.73M -$2.15M -195 -63%
ECM
25
ExodusPoint Capital Management
New York
$1.61M +$1.18M +107 New

WKHS Hedge Fund Activity: Q1 2022 in Review

154 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2022, worth a combined $251M — up 12% from $223M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WKHS positions and 19 closed out — a net gain of 4 holders — while 56 added to existing stakes and 31 trimmed.

The largest buyer was D.E. Shaw & Co, opening a new position worth an estimated $6.82M. The largest seller was First Trust Advisors, cutting an estimated $14.6M.

  • 154 institutional investors held Workhorse Group (WKHS) as of Q1 2022, up from 152 in Q4 2021.
  • Funds reported $251M of Workhorse Group stock for Q1 2022, up 12% quarter-over-quarter.
  • 23 funds opened new Workhorse Group positions in Q1 2022 and 19 closed out, a net change of +4 holders.
  • The largest Workhorse Group buyer in Q1 2022 was D.E. Shaw & Co, an estimated $6.82M added.
  • The largest Workhorse Group seller in Q1 2022 was First Trust Advisors, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2022.