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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
SAMC
376
Shinko Asset Management Company
Japan
$45K
WA
377
Waverly Advisors
Alabama
$45K +$41K +300 New
YCMGA
378
York Capital Management Global Advisors
New York
$44.2K +$40.6M +297,024 New
EWM
379
Evercore Wealth Management
New York
$37K
ST
380
SpiderRock Trading
Illinois
$36K
AF
381
Arrow Financial
New York
$34K
SIA
382
SeaBridge Investment Advisors
New Jersey
$34K
ECM
383
ETrade Capital Management
Virginia
$30K +$27.7K +203 New
AW
384
Alpha Windward
Massachusetts
$27K +$2.87K +21 +13%
HI
385
Hudock Inc
Pennsylvania
$25K
Manulife (Manufacturers Life Insurance)
386
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.8K -$5.55M -40,633 -22%
ST
387
Stifel Trust
Missouri
$14K
PTC
388
Private Trust Company
Ohio
$14K +$6.83K +50 +122%
WRM
389
Westport Resources Management
Connecticut
$12K
CLOS
390
Compagnie Lombard Odier SCmA
Switzerland
$12K +$10.9K +80 New
TWA
391
TCI Wealth Advisors
Arizona
$9K -$546 -4 -6%
EFSCE
392
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
FHA
393
First Horizon Advisors
Tennessee
$8K
HR
394
Howe & Rusling
New York
$7K
FMII
395
Farmers & Merchants Investments Inc
Nebraska
$4K
BFEC
396
Benjamin F. Edwards & Company
Missouri
$3K +$2.73K +20 New
Carson Wealth (CWM LLC)
397
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.14K +23 New
PFM
398
PacWest Financial Management
Arizona
$494 -$14.3K -105 -3%
Baillie Gifford & Co
399
Baillie Gifford & Co
United Kingdom
-$226M -1,732,908 Closed
CGM
400
Capital Growth Management
Massachusetts
-$107M -820,000 Closed

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.