Workhorse Group
WKHS
112 hedge funds and large institutions have $19M invested in Workhorse Group in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 26 closing their positions.
168% more call options, than puts
Call options by funds: $782K | Put options by funds: $292K
105% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 20
0% less ownership
Funds ownership: 0.01% → 0.01% (-0%)
8% less funds holding
Funds holding: 122 → 112 (-10)
14% less capital invested
Capital invested by funds: $22M → $19M (-$3.01M)
38% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$924K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$350K |
| 3 |
BlackRock
New York
|
+$328K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$248K |
| 5 |
JP Morgan Chase
New York
|
+$187K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$2.23M |
| 2 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
-$508K |
| 3 |
Rafferty Asset Management
New York
|
-$324K |
| 4 |
VF
Virtu Financial
New York
|
-$226K |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$130K |
WKHS Hedge Fund Activity: Q4 2023 in Review
112 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q4 2023, worth a combined $19M — down 14% from $22M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of WKHS and 16 opened new positions — a net loss of 10 holders — while 20 trimmed existing stakes and 41 added.
The largest buyer was Morgan Stanley, adding an estimated $924K. The largest seller was State Street, cutting an estimated $2.23M.
- 112 institutional investors held Workhorse Group (WKHS) as of Q4 2023, down from 122 in Q3 2023.
- Funds reported $19M of Workhorse Group stock for Q4 2023, down 14% quarter-over-quarter.
- 16 funds opened new Workhorse Group positions in Q4 2023 and 26 closed out, a net change of -10 holders.
- The largest Workhorse Group buyer in Q4 2023 was Morgan Stanley, an estimated $924K added.
- The largest Workhorse Group seller in Q4 2023 was State Street, an estimated $2.23M sold.
Based on aggregated 13F filings for Q4 2023.