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Workhorse Group

47 hedge funds and large institutions have $1.74M invested in Workhorse Group in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $276K

0.03% less ownership

Funds ownership: 0.09%0.06% (-0.03%)

22% less funds holding

Funds holding: 6047 (-13)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

54% less capital invested

Capital invested by funds: $3.78M → $1.74M (-$2.04M)

57% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 23

Holders
47
Holders Change
-13
Holders Change %
-21.67%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
12
Closed
23
Calls
$1.43M
Puts
$276K
Net Calls
+$1.15M
Net Calls Change
-$632K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$604K +$160K +946 +26%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$246K +$139K +821 +77%
BlackRock
3
BlackRock
New York
$176K -$2.88K -17 -1%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$168K +$103K +611 +91%
Hudson Bay Capital Management
5
Hudson Bay Capital Management
Connecticut
$91.8K
Morgan Stanley
6
Morgan Stanley
New York
$87.7K +$65K +384 +133%
Swedbank
7
Swedbank
Sweden
$56.9K
VF
8
Virtu Financial
New York
$51K +$65.6K +388 New
State Street
9
State Street
Massachusetts
$40.4K
Jane Street
10
Jane Street
New York
$35.4K +$22K +130 +92%
SRL
11
Scientech Research LLC
New Jersey
$27.6K +$35.9K +212 New
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$26K
Northern Trust
13
Northern Trust
Illinois
$23.8K -$74.1K -438 -71%
VPIM
14
Vanguard Personalized Indexing Management
California
$17.5K +$22.7K +134 New
MG
15
Marex Group
$12.5K +$16.2K +96 New
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$11.4K -$306K -1,810 -95%
TRCT
17
Tower Research Capital (TRC)
New York
$11K +$7.44K +44 +107%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$9K +$11.7K +69 New
Simplex Trading
19
Simplex Trading
Illinois
$9K +$12.3K +73 New
Group One Trading
20
Group One Trading
Illinois
$6.4K -$10.5K -62 -56%
JP Morgan Chase
21
JP Morgan Chase
New York
$4.74K +$1.86K +11 +44%
EI
22
Ethic Inc
New York
$3.58K +$17.3K +102 New
Osaic Holdings
23
Osaic Holdings
Arizona
$3.3K -$507 -3 -10%
S
24
Sachetta
Massachusetts
$2.61K +$3.38K +20 New
MA
25
MCF Advisors
Kentucky
$2.12K

WKHS Hedge Fund Activity: Q3 2024 in Review

47 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Workhorse Group (WKHS) for Q3 2024, worth a combined $1.74M — down 54% from $3.78M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of WKHS and 10 opened new positions — a net loss of 13 holders — while 12 trimmed existing stakes and 8 added.

The largest buyer was Vanguard Group, adding an estimated $160K. The largest seller was Centiva Capital, exiting entirely with an estimated $522K sold.

  • 47 institutional investors held Workhorse Group (WKHS) as of Q3 2024, down from 60 in Q2 2024.
  • Funds reported $1.74M of Workhorse Group stock for Q3 2024, down 54% quarter-over-quarter.
  • 10 funds opened new Workhorse Group positions in Q3 2024 and 23 closed out, a net change of -13 holders.
  • The largest Workhorse Group buyer in Q3 2024 was Vanguard Group, an estimated $160K added.
  • The largest Workhorse Group seller in Q3 2024 was Centiva Capital, an estimated $522K sold.

Based on aggregated 13F filings for Q3 2024.