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Workhorse Group

128 hedge funds and large institutions have $46.4M invested in Workhorse Group in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less ownership

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

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

10% less funds holding

Funds holding: 143128 (-15)

13% less call options, than puts

Call options by funds: $495K | Put options by funds: $572K

43% less capital invested

Capital invested by funds: $81.1M → $46.4M (-$34.6M)

47% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 32

Holders
128
Holders Change
-15
Holders Change %
-10.49%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
33
Reduced
35
Closed
32
Calls
$495K
Puts
$572K
Net Calls
-$77K
Net Calls Change
-$193K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$10.6M +$60.6K +21 +0.5%
State Street
2
State Street
Massachusetts
$8.07M +$1.11M +384 +14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.59M -$297K -103 -3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.1M +$245K +85 +8%
Northern Trust
5
Northern Trust
Illinois
$1.2M -$222K -77 -14%
Mitsubishi UFJ Asset Management
6
Mitsubishi UFJ Asset Management
Japan
$1.1M +$560K +194 +85%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.01M +$684K +237 +159%
Charles Schwab
8
Charles Schwab
California
$940K -$121K -42 -10%
First Trust Advisors
9
First Trust Advisors
Illinois
$912K +$57.7K +20 +6%
Morgan Stanley
10
Morgan Stanley
New York
$873K -$387K -134 -29%
Millennium Management
11
Millennium Management
New York
$837K -$196K -68 -18%
ECM
12
ExodusPoint Capital Management
New York
$704K +$776K +269 New
Rafferty Asset Management
13
Rafferty Asset Management
New York
$689K +$759K +263 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$596K +$182K +63 +38%
Deutsche Bank
15
Deutsche Bank
Germany
$592K +$534K +185 +451%
JP Morgan Chase
16
JP Morgan Chase
New York
$535K +$479K +166 +426%
CS
17
Credit Suisse
Switzerland
$493K -$208K -72 -28%
Jane Street
18
Jane Street
New York
$445K -$1.14M -394 -70%
N
19
Nuveen
North Carolina
$429K -$701K -243 -60%
VF
20
Virtu Financial
New York
$425K +$436K +151 +1,258%
Wells Fargo
21
Wells Fargo
California
$285K -$37.5K -13 -11%
Swedbank
22
Swedbank
Sweden
$280K
HF
23
HRT Financial
New York
$251K +$277K +96 New
Goldman Sachs
24
Goldman Sachs
New York
$219K +$20.2K +7 +9%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$215K -$14.4K -5 -6%

WKHS Hedge Fund Activity: Q2 2023 in Review

128 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2023, worth a combined $46.4M — down 43% from $81.1M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of WKHS and 17 opened new positions — a net loss of 15 holders — while 35 trimmed existing stakes and 33 added.

The largest buyer was State Street, adding an estimated $1.11M. The largest seller was Invesco, cutting an estimated $7.57M.

  • 128 institutional investors held Workhorse Group (WKHS) as of Q2 2023, down from 143 in Q1 2023.
  • Funds reported $46.4M of Workhorse Group stock for Q2 2023, down 43% quarter-over-quarter.
  • 17 funds opened new Workhorse Group positions in Q2 2023 and 32 closed out, a net change of -15 holders.
  • The largest Workhorse Group buyer in Q2 2023 was State Street, an estimated $1.11M added.
  • The largest Workhorse Group seller in Q2 2023 was Invesco, an estimated $7.57M sold.

Based on aggregated 13F filings for Q2 2023.