Workhorse Group
WKHS
122 hedge funds and large institutions have $22M invested in Workhorse Group in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 23 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 31
0% less ownership
Funds ownership: 0.01% → 0.01% (-0%)
5% less funds holding
Funds holding: 128 → 122 (-6)
26% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 23
39% less call options, than puts
Call options by funds: $270K | Put options by funds: $446K
53% less capital invested
Capital invested by funds: $46.4M → $22M (-$24.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$751K |
| 2 |
State Street
Boston,
Massachusetts
|
+$615K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$604K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$589K |
| 5 |
Charles Schwab
San Francisco,
California
|
+$458K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$912K |
| 2 |
ECM
ExodusPoint Capital Management
New York
|
-$704K |
| 3 |
Millennium Management
New York
|
-$607K |
| 4 |
JP Morgan Chase
New York
|
-$414K |
| 5 |
Jane Street
New York
|
-$347K |
WKHS Hedge Fund Activity: Q3 2023 in Review
122 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2023, worth a combined $22M — down 53% from $46.4M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of WKHS and 17 opened new positions — a net loss of 6 holders — while 31 trimmed existing stakes and 37 added.
The largest buyer was BlackRock, adding an estimated $751K. The largest seller was First Trust Advisors, exiting entirely with an estimated $912K sold.
- 122 institutional investors held Workhorse Group (WKHS) as of Q3 2023, down from 128 in Q2 2023.
- Funds reported $22M of Workhorse Group stock for Q3 2023, down 53% quarter-over-quarter.
- 17 funds opened new Workhorse Group positions in Q3 2023 and 23 closed out, a net change of -6 holders.
- The largest Workhorse Group buyer in Q3 2023 was BlackRock, an estimated $751K added.
- The largest Workhorse Group seller in Q3 2023 was First Trust Advisors, an estimated $912K sold.
Based on aggregated 13F filings for Q3 2023.