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Mohawk Industries

396 hedge funds and large institutions have $9.07B invested in Mohawk Industries in 2013 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 128 increasing their positions, 134 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 29

22% more capital invested

Capital invested by funds: $7.42B → $9.07B (+$1.65B)

19% more funds holding

Funds holding: 333396 (+63)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3.2% more ownership

Funds ownership: 78.58%81.78% (+3.2%)

4% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 134

17% less call options, than puts

Call options by funds: $116M | Put options by funds: $139M

Holders
396
Holders Change
+63
Holders Change %
+18.92%
% of All Funds
11.49%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
94
Increased
128
Reduced
134
Closed
29
Calls
$116M
Puts
$139M
Net Calls
-$23.5M
Net Calls Change
-$41.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
251
Jane Street
New York
$1.04M -$1.42M -10,418 -60%
Fidelity International
252
Fidelity International
Bermuda
$1.04M +$950K +6,960 New
CAM
253
Capstone Asset Management
Texas
$961K -$321K -2,354 -27%
SCM
254
Shelton Capital Management
Colorado
$958K
V
255
Veritable
Delaware
$950K +$546 +4 +0.1%
DILH
256
Dai-ichi Life Holdings
Japan
$944K +$557K +4,082 +181%
TMAM
257
Tokio Marine Asset Management
Japan
$930K -$64.7K -474 -7%
Luther King Capital Management (LKCM)
258
Luther King Capital Management (LKCM)
Texas
$923K -$182K -1,335 -18%
KeyBank National Association
259
KeyBank National Association
Ohio
$909K +$359K +2,632 +76%
AAM
260
Aberdeen Asset Management
United Kingdom
$901K +$833K +6,100 New
GIA
261
Gateway Investment Advisers
Ohio
$882K +$809K +5,922 New
SI
262
Stephens Inc
Arkansas
$869K -$51.3K -376 -6%
DDC
263
DF Dent & Co
Maryland
$865K +$793K +5,810 New
FIG
264
Fusion Investment Group
Pennsylvania
$857K +$786K +5,754 New
M&T Bank
265
M&T Bank
New York
$852K +$781K +5,719 New
PP
266
Patten & Patten
Tennessee
$850K -$68.3K -500 -8%
CIM
267
Confluence Investment Management
Missouri
$847K -$80.2K -587 -9%
QSS
268
Quantitative Systematic Strategies
Florida
$847K +$784K +5,740 New
Jacobs Levy Equity Management
269
Jacobs Levy Equity Management
New Jersey
$842K +$772K +5,655 New
TCOTO
270
Trust Company of the Ozarks
Missouri
$831K
HHC
271
Hutchin Hill Capital
New York
$819K +$751K +5,500 New
SAM
272
Securian Asset Management
Minnesota
$807K -$506K -3,705 -41%
CC
273
Cipher Capital
New York
$806K +$176K +1,291 +31%
MCWS
274
McKinley Carter Wealth Services
West Virginia
$798K -$423K -3,100 -37%
Bank of Montreal
275
Bank of Montreal
Ontario, Canada
$797K -$2.5M -18,318 -77%

MHK Hedge Fund Activity: Q4 2013 in Review

396 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Mohawk Industries (MHK) for Q4 2013, worth a combined $9.07B — up 22% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new MHK positions and 29 closed out — a net gain of 65 holders — while 128 added to existing stakes and 134 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $148M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $226M sold.

  • 396 institutional investors held Mohawk Industries (MHK) as of Q4 2013, up from 333 in Q3 2013.
  • Funds reported $9.07B of Mohawk Industries stock for Q4 2013, up 22% quarter-over-quarter.
  • 94 funds opened new Mohawk Industries positions in Q4 2013 and 29 closed out, a net change of +65 holders.
  • The largest Mohawk Industries buyer in Q4 2013 was Fidelity Investments, an estimated $148M added.
  • The largest Mohawk Industries seller in Q4 2013 was Baillie Gifford & Co, an estimated $226M sold.

Based on aggregated 13F filings for Q4 2013.