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Workhorse Group

60 hedge funds and large institutions have $3.78M invested in Workhorse Group in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

556% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $321K

0.08% more ownership

Funds ownership: 0.01%0.09% (+0.08%)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

49% less funds holding

Funds holding: 11760 (-57)

72% less capital invested

Capital invested by funds: $13.3M → $3.78M (-$9.54M)

75% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 75

Holders
60
Holders Change
-57
Holders Change %
-48.72%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
12
Reduced
14
Closed
75
Calls
$2.1M
Puts
$321K
Net Calls
+$1.78M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$868K +$130K +247 +7%
CC
2
Centiva Capital
New York
$522K +$1.16M +2,217 New
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$447K +$995K +1,898 New
BlackRock
4
BlackRock
New York
$323K -$2.03M -3,872 -74%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$251K -$410K -782 -42%
Hudson Bay Capital Management
6
Hudson Bay Capital Management
Connecticut
$164K
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$159K +$105K +201 +42%
Northern Trust
8
Northern Trust
Illinois
$146K -$14.7K -28 -4%
Charles Schwab
9
Charles Schwab
California
$123K -$85.5K -163 -24%
Man Group
10
Man Group
United Kingdom
$106K +$236K +450 New
Swedbank
11
Swedbank
Sweden
$103K +$3.15K +6 +1%
State Street
12
State Street
Massachusetts
$73K -$597K -1,139 -79%
SEI Investments
13
SEI Investments
Pennsylvania
$69.1K +$154K +294 New
Morgan Stanley
14
Morgan Stanley
New York
$68.1K +$3.15K +6 +2%
UBS Group
15
UBS Group
Switzerland
$57.9K +$86K +164 +200%
CSS
16
Cubist Systematic Strategies
Connecticut
$55K +$122K +233 New
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$46K +$43K +82 +75%
Jane Street
18
Jane Street
New York
$33.4K +$33.6K +64 +82%
Group One Trading
19
Group One Trading
Illinois
$26.1K +$33K +63 +131%
PP
20
Paloma Partners
Connecticut
$21.1K +$47.2K +90 New
Bank of America
21
Bank of America
North Carolina
$17.7K +$16.8K +32 +74%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$12K
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$11.1K +$24.6K +47 New
TRCT
24
Tower Research Capital (TRC)
New York
$9.55K +$14.2K +27 +193%
Mirae Asset Global ETFs Holdings
25
Mirae Asset Global ETFs Holdings
Hong Kong
$8.54K +$18.9K +36 New

WKHS Hedge Fund Activity: Q2 2024 in Review

60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q2 2024, worth a combined $3.78M — down 72% from $13.3M a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of WKHS and 19 opened new positions — a net loss of 56 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was Centiva Capital, opening a new position worth an estimated $1.16M. The largest seller was BlackRock, cutting an estimated $2.03M.

  • 60 institutional investors held Workhorse Group (WKHS) as of Q2 2024, down from 117 in Q1 2024.
  • Funds reported $3.78M of Workhorse Group stock for Q2 2024, down 72% quarter-over-quarter.
  • 19 funds opened new Workhorse Group positions in Q2 2024 and 75 closed out, a net change of -56 holders.
  • The largest Workhorse Group buyer in Q2 2024 was Centiva Capital, an estimated $1.16M added.
  • The largest Workhorse Group seller in Q2 2024 was BlackRock, an estimated $2.03M sold.

Based on aggregated 13F filings for Q2 2024.