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Workhorse Group

145 hedge funds and large institutions have $151M invested in Workhorse Group in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $4.6M

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

13% more capital invested

Capital invested by funds: $134M → $151M (+$17.6M)

1% more funds holding

Funds holding: 144145 (+1)

0% more ownership

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

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
49
Reduced
31
Closed
13
Calls
$12.3M
Puts
$4.6M
Net Calls
+$7.74M
Net Calls Change
+$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$29.7M +$904K +93 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$24.8M +$1.99M +205 +8%
State Street
3
State Street
Massachusetts
$20.3M +$778K +80 +4%
Invesco
4
Invesco
Georgia
$15.2M +$1.51M +155 +10%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$8.01M +$700K +72 +8%
Northern Trust
6
Northern Trust
Illinois
$4.22M +$68K +7 +1%
Charles Schwab
7
Charles Schwab
California
$3.37M +$272K +28 +8%
First Trust Advisors
8
First Trust Advisors
Illinois
$3.04M -$350K -36 -9%
AA
9
ALPS Advisors
Colorado
$2.9M +$68K +7 +2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.88M -$680K -70 -17%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$2.62M +$778K +80 +36%
Goldman Sachs
12
Goldman Sachs
New York
$2.01M +$923K +95 +69%
Morgan Stanley
13
Morgan Stanley
New York
$2M +$301K +31 +15%
N
14
Nuveen
North Carolina
$1.92M -$29.2K -3 -1%
Bank of America
15
Bank of America
North Carolina
$1.76M +$1.02M +105 +106%
American Century Companies
16
American Century Companies
Missouri
$1.7M +$379K +39 +25%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.69M +$262K +27 +16%
Mitsubishi UFJ Asset Management
18
Mitsubishi UFJ Asset Management
Japan
$1.43M -$19.4K -2 -1%
Federated Hermes
19
Federated Hermes
Pennsylvania
$1.33M +$165K +17 +12%
Wells Fargo
20
Wells Fargo
California
$1.26M -$68K -7 -5%
Swiss National Bank
21
Swiss National Bank
Switzerland
$1.11M +$58.3K +6 +5%
CS
22
Credit Suisse
Switzerland
$1.02M -$486K -50 -30%
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$959K +$535K +55 +98%
SFI
24
Susquehanna Fundamental Investments
Pennsylvania
$937K +$1.06M +109 New
CSS
25
Cubist Systematic Strategies
Connecticut
$830K -$1.15M -118 -55%

WKHS Hedge Fund Activity: Q3 2022 in Review

145 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2022, worth a combined $151M — up 13% from $134M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WKHS positions and 13 closed out — a net gain of 2 holders — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.99M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $1.96M sold.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q3 2022, up from 144 in Q2 2022.
  • Funds reported $151M of Workhorse Group stock for Q3 2022, up 13% quarter-over-quarter.
  • 15 funds opened new Workhorse Group positions in Q3 2022 and 13 closed out, a net change of +2 holders.
  • The largest Workhorse Group buyer in Q3 2022 was Vanguard Group, an estimated $1.99M added.
  • The largest Workhorse Group seller in Q3 2022 was Two Sigma Investments, an estimated $1.96M sold.

Based on aggregated 13F filings for Q3 2022.