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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
AI
26
Ariel Investments
Illinois
$84.6M -$409K -2,994 -0.5%
SFM
27
Systematic Financial Management
New Jersey
$75.1M -$82M -600,790 -54%
TCIM
28
TIAA CREF Investment Management
New York
$73.9M -$813K -5,954 -1%
TP
29
Theleme Partners
United Kingdom
$69.7M -$8M -58,600 -11%
NCA
30
Newbrook Capital Advisors
New York
$69.3M -$168K -1,233 -0.3%
First Trust Advisors
31
First Trust Advisors
Illinois
$68.7M +$1.35M +9,900 +2%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$66.3M +$24.9M +182,636 +70%
PC
33
PointState Capital
New York
$66.2M +$60.7M +444,800 New
SCM
34
Sirios Capital Management
Massachusetts
$64.2M +$21.4M +156,610 +57%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$63.6M +$8.99M +65,834 +18%
BG
36
BlackRock Group
United Kingdom
$63.6M -$25.8M -189,047 -31%
Norges Bank
37
Norges Bank
Norway
$63M -$14.4M -105,312 -20%
Goldman Sachs
38
Goldman Sachs
New York
$62.9M +$11.1M +81,264 +24%
Axa
39
Axa
France
$55.2M -$10.3M -75,180 -17%
HCM
40
Highbridge Capital Management
New York
$50.7M +$12.8M +93,840 +38%
Morgan Stanley
41
Morgan Stanley
New York
$50.1M +$13.6M +99,728 +42%
Millennium Management
42
Millennium Management
New York
$50.1M +$28.5M +208,584 +163%
Wells Fargo
43
Wells Fargo
California
$48M +$11.4M +83,690 +35%
WCM
44
Wedge Capital Management
North Carolina
$44.8M -$14.2M -104,325 -26%
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$44.1M +$34.9M +255,866 +639%
Westfield Capital Management
46
Westfield Capital Management
Massachusetts
$43.1M -$1.19M -8,720 -3%
RA
47
Royce & Associates
New York
$42.7M -$2.95M -21,630 -7%
TA
48
Teachers Advisors
New York
$40.8M +$1.19M +8,734 +3%
Legal & General Group
49
Legal & General Group
United Kingdom
$40.7M +$158K +1,159 +0.4%
MCM
50
McKinley Capital Management
Alaska
$39.9M -$44.8K -328 -0.1%

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.