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Workhorse Group

143 hedge funds and large institutions have $81.1M invested in Workhorse Group in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $1.08M

0% less ownership

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

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 145143 (-2)

9% less capital invested

Capital invested by funds: $89.4M → $81.1M (-$8.32M)

12% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 42

Holders
143
Holders Change
-2
Holders Change %
-1.38%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
37
Reduced
42
Closed
19
Calls
$1.2M
Puts
$1.08M
Net Calls
+$116K
Net Calls Change
-$3.89M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$16.1M +$1M +182 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12M +$304K +55 +2%
State Street
3
State Street
Massachusetts
$10.8M +$591K +107 +4%
Invesco
4
Invesco
Georgia
$10.6M +$3.01M +545 +26%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.39M +$155K +28 +3%
Jane Street
6
Jane Street
New York
$2.25M +$3.09M +559 +11,180%
Northern Trust
7
Northern Trust
Illinois
$2.14M +$127K +23 +4%
Morgan Stanley
8
Morgan Stanley
New York
$1.87M +$662K +120 +34%
N
9
Nuveen
North Carolina
$1.62M -$16.6K -3 -0.7%
Charles Schwab
10
Charles Schwab
California
$1.6M -$22.1K -4 -1%
Millennium Management
11
Millennium Management
New York
$1.55M +$900K +163 +72%
First Trust Advisors
12
First Trust Advisors
Illinois
$1.31M -$77.3K -14 -4%
CS
13
Credit Suisse
Switzerland
$1.04M +$171K +31 +13%
AA
14
ALPS Advisors
Colorado
$980K -$293K -53 -18%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$910K +$778K +141 +162%
Mitsubishi UFJ Asset Management
16
Mitsubishi UFJ Asset Management
Japan
$906K +$44.2K +8 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$659K +$5.52K +1 +0.6%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$596K +$414K +75 +101%
Wells Fargo
19
Wells Fargo
California
$487K -$11K -2 -2%
Swiss National Bank
20
Swiss National Bank
Switzerland
$471K -$60.7K -11 -9%
Squarepoint
21
Squarepoint
New York
$444K +$226K +41 +59%
Swedbank
22
Swedbank
Sweden
$428K
Marshall Wace
23
Marshall Wace
United Kingdom
$387K -$966K -175 -64%
Bank of America
24
Bank of America
North Carolina
$377K -$392K -71 -43%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$348K +$11K +2 +2%

WKHS Hedge Fund Activity: Q1 2023 in Review

143 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q1 2023, worth a combined $81.1M — down 9.3% from $89.4M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of WKHS and 18 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 37 added.

The largest buyer was Jane Street, adding an estimated $3.09M. The largest seller was Marshall Wace, cutting an estimated $966K.

  • 143 institutional investors held Workhorse Group (WKHS) as of Q1 2023, down from 145 in Q4 2022.
  • Funds reported $81.1M of Workhorse Group stock for Q1 2023, down 9.3% quarter-over-quarter.
  • 18 funds opened new Workhorse Group positions in Q1 2023 and 19 closed out, a net change of -1 holder.
  • The largest Workhorse Group buyer in Q1 2023 was Jane Street, an estimated $3.09M added.
  • The largest Workhorse Group seller in Q1 2023 was Marshall Wace, an estimated $966K sold.

Based on aggregated 13F filings for Q1 2023.