Mohawk Industries
382 hedge funds and large institutions have $8.29B invested in Mohawk Industries in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 141 increasing their positions, 151 reducing their positions, and 49 closing their positions.
0.22% less ownership
Funds ownership: 81.78% → 81.55% (-0.22%)
7% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 151
4% less funds holding
Funds holding: 396 → 382 (-14)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
9% less capital invested
Capital invested by funds: $9.07B → $8.29B (-$774M)
14% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 49
30% less call options, than puts
Call options by funds: $31M | Put options by funds: $44.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$267M |
| 2 |
Goldman Sachs
New York
|
+$138M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$133M |
| 4 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
+$64.5M |
| 5 |
AC
Ascend Capital
Orinda,
California
|
+$61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$156M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$111M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$71.9M |
| 4 |
NCA
Newbrook Capital Advisors
New York
|
-$69.3M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$63.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCBT
426
First Citizens Bank & Trust
Raleigh,
North Carolina
| – | -$205K | -1,375 | Closed |
|
|
WTIM
427
Wilmington Trust Investment Management
Wilmington,
Delaware
| – | -$204K | -1,370 | Closed |
|
|
SEC
428
Seven Eight Capital
New York
| – | -$179K | -1,200 | Closed |
|
|
EWM
429
Evercore Wealth Management
New York
| – | -$37K | -250 | Closed |
|
430
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$3K | -23 | Closed |
|
|
BFEC
431
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$3K | -20 | Closed |
|
MHK Hedge Fund Activity: Q1 2014 in Review
382 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Mohawk Industries (MHK) for Q1 2014, worth a combined $8.29B — down 8.5% from $9.07B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of MHK and 42 opened new positions — a net loss of 7 holders — while 151 trimmed existing stakes and 141 added.
The largest buyer was Viking Global Investors, adding an estimated $267M. The largest seller was Citadel Advisors, cutting an estimated $156M.
- 382 institutional investors held Mohawk Industries (MHK) as of Q1 2014, down from 396 in Q4 2013.
- Funds reported $8.29B of Mohawk Industries stock for Q1 2014, down 8.5% quarter-over-quarter.
- 42 funds opened new Mohawk Industries positions in Q1 2014 and 49 closed out, a net change of -7 holders.
- The largest Mohawk Industries buyer in Q1 2014 was Viking Global Investors, an estimated $267M added.
- The largest Mohawk Industries seller in Q1 2014 was Citadel Advisors, an estimated $156M sold.
Based on aggregated 13F filings for Q1 2014.