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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
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$39.8M -$6.84M -50,112 -16%
JG
52
Jefferies Group
New York
$38.7M +$35.2M +257,677 +11,952%
SC
53
Samlyn Capital
New York
$37.3M -$1.98M -14,479 -5%
MAA
54
Managed Account Advisors
New Jersey
$37.2M +$24.6M +180,198 +259%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$35.3M +$409K +2,995 +1%
Victory Capital Management
56
Victory Capital Management
Texas
$34.6M -$384K -2,813 -1%
Charles Schwab
57
Charles Schwab
California
$33.2M +$2.76M +20,228 +10%
Calamos Advisors
58
Calamos Advisors
Illinois
$32.9M -$6.87M -50,334 -19%
CCI
59
Columbus Circle Investors
$30.9M -$11.7M -85,657 -29%
BTS
60
BB&T Securities
Virginia
$30.6M +$34.3K +251 +1%
WHG
61
Westwood Holdings Group
Texas
$30.4M -$2.48M -18,156 -8%
GBCP
62
Glade Brook Capital Partners
Connecticut
$30.2M +$27.7M +203,153 New
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$29.7M +$5.78M +42,288 +26%
BCM
64
Basswood Capital Management
New York
$28.8M
ClearBridge Investments
65
ClearBridge Investments
New York
$28.3M +$215K +1,574 +0.8%
Sumitomo Mitsui Trust Group
66
Sumitomo Mitsui Trust Group
Japan
$26.9M -$1.04M -7,652 -4%
Allianz Asset Management
67
Allianz Asset Management
Germany
$26.2M +$1.45M +10,627 +6%
ARC
68
Absolute Return Capital
Massachusetts
$25.3M +$23.2M +169,784 New
Alyeska Investment Group
69
Alyeska Investment Group
Illinois
$23.9M +$8.19M +60,000 +60%
GC
70
Guggenheim Capital
Illinois
$23.5M +$19.7M +144,185 +1,069%
MCM
71
Moore Capital Management
New York
$23.1M +$21.2M +155,000 New
N
72
Nuveen
North Carolina
$22.6M -$2.28M -16,666 -10%
FAM
73
Fenimore Asset Management
New York
$22.5M -$78.5K -575 -0.4%
Deutsche Bank
74
Deutsche Bank
Germany
$22.3M +$971K +7,107 +5%
Invesco
75
Invesco
Georgia
$20.8M +$4.15M +30,398 +28%

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.