We are live on ! Find out more
WKHS icon

Workhorse Group

145 hedge funds and large institutions have $89.4M invested in Workhorse Group in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $6.03M | Put options by funds: $2.02M

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 145145 (0)

0% more ownership

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

41% less capital invested

Capital invested by funds: $151M → $89.4M (-$61.8M)

Holders
145
Holders Change
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
42
Reduced
37
Closed
21
Calls
$6.03M
Puts
$2.02M
Net Calls
+$4.01M
Net Calls Change
-$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$17.5M +$2.71M +394 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.5M +$510K +74 +3%
State Street
3
State Street
Massachusetts
$11.8M +$1.65M +239 +10%
Invesco
4
Invesco
Georgia
$9.61M +$2.36M +342 +19%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.89M +$985K +143 +15%
Northern Trust
6
Northern Trust
Illinois
$2.34M +$158K +23 +5%
N
7
Nuveen
North Carolina
$1.87M +$1.29M +187 +84%
Charles Schwab
8
Charles Schwab
California
$1.85M +$103K +15 +4%
Morgan Stanley
9
Morgan Stanley
New York
$1.59M +$792K +115 +49%
First Trust Advisors
10
First Trust Advisors
Illinois
$1.56M -$68.9K -10 -3%
AA
11
ALPS Advisors
Colorado
$1.37M -$262K -38 -11%
Marshall Wace
12
Marshall Wace
United Kingdom
$1.24M +$1.87M +272 New
Mitsubishi UFJ Asset Management
13
Mitsubishi UFJ Asset Management
Japan
$1.06M +$365K +53 +32%
CS
14
Credit Suisse
Switzerland
$1.05M +$771K +112 +95%
Millennium Management
15
Millennium Management
New York
$1.03M +$1.4M +203 +923%
SLAM
16
Swiss Life Asset Management
$797K +$1.2M +174 New
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$763K +$1.15M +167 New
Bank of America
18
Bank of America
North Carolina
$753K -$269K -39 -19%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$747K -$220K -32 -16%
American Century Companies
20
American Century Companies
Missouri
$743K -$234K -34 -17%
Two Sigma Investments
21
Two Sigma Investments
New York
$685K +$1.03M +150 New
Federated Hermes
22
Federated Hermes
Pennsylvania
$600K -$158K -23 -15%
Swiss National Bank
23
Swiss National Bank
Switzerland
$589K
Wells Fargo
24
Wells Fargo
California
$565K -$152K -22 -15%
GCP
25
GSA Capital Partners
United Kingdom
$532K +$806K +117 New

WKHS Hedge Fund Activity: Q4 2022 in Review

145 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2022, worth a combined $89.4M — down 41% from $151M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WKHS positions and 21 closed out — a net gain of 2 holders — while 42 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $2.71M. The largest seller was Susquehanna International Group, cutting an estimated $1.79M.

  • 145 institutional investors held Workhorse Group (WKHS) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $89.4M of Workhorse Group stock for Q4 2022, down 41% quarter-over-quarter.
  • 23 funds opened new Workhorse Group positions in Q4 2022 and 21 closed out, a net change of +2 holders.
  • The largest Workhorse Group buyer in Q4 2022 was BlackRock, an estimated $2.71M added.
  • The largest Workhorse Group seller in Q4 2022 was Susquehanna International Group, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2022.