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Workhorse Group

144 hedge funds and large institutions have $134M invested in Workhorse Group in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $5.05M

0% less ownership

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

6% less funds holding

Funds holding: 154144 (-10)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

47% less capital invested

Capital invested by funds: $251M → $134M (-$117M)

Holders
144
Holders Change
-10
Holders Change %
-6.49%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
35
Reduced
47
Closed
25
Calls
$10.5M
Puts
$5.05M
Net Calls
+$5.43M
Net Calls Change
-$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$26.2M -$179K -19 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$20.8M +$3.26M +345 +15%
State Street
3
State Street
Massachusetts
$17.8M +$10.1M +1,073 +89%
Invesco
4
Invesco
Georgia
$12.6M +$2.1M +223 +16%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$6.69M -$698K -74 -8%
Northern Trust
6
Northern Trust
Illinois
$3.77M +$9.44K +1 +0.2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$3.15M -$2.24M -237 -37%
First Trust Advisors
8
First Trust Advisors
Illinois
$3.04M -$66.1K -7 -2%
Charles Schwab
9
Charles Schwab
California
$2.83M +$56.6K +6 +2%
AA
10
ALPS Advisors
Colorado
$2.57M +$3.11M +330 New
Two Sigma Investments
11
Two Sigma Investments
New York
$1.96M -$1.14M -121 -33%
N
12
Nuveen
North Carolina
$1.76M -$481K -51 -18%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$1.75M -$3.73M -395 -64%
CSS
14
Cubist Systematic Strategies
Connecticut
$1.67M +$698K +74 +53%
Morgan Stanley
15
Morgan Stanley
New York
$1.57M +$491K +52 +35%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.32M -$236K -25 -13%
Mitsubishi UFJ Asset Management
17
Mitsubishi UFJ Asset Management
Japan
$1.31M +$651K +69 +70%
CS
18
Credit Suisse
Switzerland
$1.31M -$142K -15 -8%
American Century Companies
19
American Century Companies
Missouri
$1.23M +$1.49M +158 New
Wells Fargo
20
Wells Fargo
California
$1.19M -$245K -26 -15%
Goldman Sachs
21
Goldman Sachs
New York
$1.08M +$651K +69 +100%
Federated Hermes
22
Federated Hermes
Pennsylvania
$1.07M +$330K +35 +34%
Swiss National Bank
23
Swiss National Bank
Switzerland
$959K
Bank of America
24
Bank of America
North Carolina
$775K -$170K -18 -15%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$702K +$160K +17 +23%

WKHS Hedge Fund Activity: Q2 2022 in Review

144 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2022, worth a combined $134M — down 47% from $251M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WKHS and 18 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 35 added.

The largest buyer was State Street, adding an estimated $10.1M. The largest seller was Norges Bank, exiting entirely with an estimated $4.25M sold.

  • 144 institutional investors held Workhorse Group (WKHS) as of Q2 2022, down from 154 in Q1 2022.
  • Funds reported $134M of Workhorse Group stock for Q2 2022, down 47% quarter-over-quarter.
  • 18 funds opened new Workhorse Group positions in Q2 2022 and 25 closed out, a net change of -7 holders.
  • The largest Workhorse Group buyer in Q2 2022 was State Street, an estimated $10.1M added.
  • The largest Workhorse Group seller in Q2 2022 was Norges Bank, an estimated $4.25M sold.

Based on aggregated 13F filings for Q2 2022.