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Mohawk Industries

401 hedge funds and large institutions have $11.3B invested in Mohawk Industries in 2015 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 134 increasing their positions, 158 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 38

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

22% more capital invested

Capital invested by funds: $9.21B → $11.3B (+$2.04B)

6% more funds holding

Funds holding: 377401 (+24)

1.86% more ownership

Funds ownership: 81.19%83.05% (+1.9%)

0% less call options, than puts

Call options by funds: $81.7M | Put options by funds: $81.9M

15% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 158

Holders
401
Holders Change
+24
Holders Change %
+6.37%
% of All Funds
10.68%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.35%
New
67
Increased
134
Reduced
158
Closed
38
Calls
$81.7M
Puts
$81.9M
Net Calls
-$164K
Net Calls Change
-$64.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
376
Tower Research Capital (TRC)
New York
$37K +$22.8K +132 +194%
SAMC
377
Shinko Asset Management Company
Japan
$36K -$11.1K -64 -25%
NCM
378
Nelson Capital Management
California
$34K +$31.8K +184 New
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$27K -$5.19K -30 -17%
HI
380
Hudock Inc
Pennsylvania
$27K -$3.63K -21 -13%
SF
381
Synovus Financial
Georgia
$26K +$11.1K +64 +86%
CCS
382
Crosspoint Capital Strategies
California
$25K -$125K -720 -84%
GAM
383
Gemmer Asset Management
California
$22K +$519 +3 +3%
IRS
384
Invictus RG (Singapore)
Singapore
$19K +$17.3K +100 New
S
385
SignatureFD
Georgia
$16K +$3.81K +22 +35%
WRM
386
Westport Resources Management
Connecticut
$15K
CGT
387
Capital Guardian Trust
California
$14K +$13.5K +78 New
TWA
388
TCI Wealth Advisors
Arizona
$12K
Manulife (Manufacturers Life Insurance)
389
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.9K -$302K -1,748 -3%
EFSCE
390
Enterprise Financial Services Corp (EFSC)
Missouri
$10K
IMS
391
Index Management Solutions
Pennsylvania
$10K +$6.4K +37 +206%
UB
392
UMB Bank
Missouri
$7.53K +$7.01M +40,522 New
AH
393
Achievement Holdings
Illinois
$7.24K +$6.75M +39,000 New
Lazard Asset Management
394
Lazard Asset Management
New York
$7K +$7.27K +42 New
ASN
395
Advisory Services Network
Georgia
$6K +$2.77K +16 +84%
FNBOO
396
First National Bank of Omaha
Nebraska
$4.37K -$376K -2,174 -8%
IWMPD
397
Integrated Wealth Management (Palm Desert)
California
$4K +$3.98K +23 New
WP
398
WealthPLAN Partners
Nebraska
$4K +$4.67K +27 New
CAW
399
Cornerstone Advisors (Washington)
Washington
$2K
ZB
400
Zions Bancorporation
Utah
$2K +$2.25K +13 New

MHK Hedge Fund Activity: Q1 2015 in Review

401 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Mohawk Industries (MHK) for Q1 2015, worth a combined $11.3B — up 22% from $9.21B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new MHK positions and 38 closed out — a net gain of 29 holders — while 134 added to existing stakes and 158 trimmed.

The largest buyer was Third Point, adding an estimated $203M. The largest seller was Glenview Capital Management, cutting an estimated $202M.

  • 401 institutional investors held Mohawk Industries (MHK) as of Q1 2015, up from 377 in Q4 2014.
  • Funds reported $11.3B of Mohawk Industries stock for Q1 2015, up 22% quarter-over-quarter.
  • 67 funds opened new Mohawk Industries positions in Q1 2015 and 38 closed out, a net change of +29 holders.
  • The largest Mohawk Industries buyer in Q1 2015 was Third Point, an estimated $203M added.
  • The largest Mohawk Industries seller in Q1 2015 was Glenview Capital Management, an estimated $202M sold.

Based on aggregated 13F filings for Q1 2015.