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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
IRF
176
IBM Retirement Fund
New York
$3.62M -$145K -1,063 -4%
Aviva
177
Aviva
United Kingdom
$3.59M +$1.16M +8,508 +54%
Public Sector Pension Investment Board (PSP Investments)
178
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.38M +$3.1M +22,700 New
OI
179
Oakbrook Investments
Illinois
$3.31M +$1.94M +14,225 +178%
ERSOT
180
Employees Retirement System of Texas
Texas
$3.28M -$2.73M -20,000 -48%
Franklin Resources
181
Franklin Resources
California
$3.24M +$2.72M +19,890 +1,050%
TSU
182
TD Securities (USA)
New York
$3.21M +$2.94M +21,523 New
UOC
183
UBS O'Connor
Illinois
$3.13M -$1.6M -11,749 -36%
SFP
184
Santa Fe Partners
New Mexico
$3.07M +$46.6K +341 +2%
KBC Group
185
KBC Group
Belgium
$2.98M -$36.2K -265 -1%
FAF
186
Fjarde Ap-fonden
Sweden
$2.96M -$335K -2,453 -11%
DSI
187
Daiwa SB Investments
Japan
$2.94M -$84.7K -620 -3%
First Manhattan
188
First Manhattan
New York
$2.86M +$2.62M +19,214 New
Bessemer Group
189
Bessemer Group
New Jersey
$2.71M +$3.41K +25 +0.1%
GIBU
190
Gulf International Bank (UK)
United Kingdom
$2.61M +$2.39M +17,528 New
ASRS
191
Arizona State Retirement System
Arizona
$2.59M -$4.17M -30,530 -64%
MERSOM
192
Municipal Employees' Retirement System of Michigan
Michigan
$2.49M +$915K +6,700 +67%
HIMCH
193
Hartford Investment Management Co (HIMCO)
Connecticut
$2.47M +$1.49M +10,942 +193%
AAM
194
Advisors Asset Management
Colorado
$2.46M +$1.05M +7,701 +88%
WCP
195
Waterfront Capital Partners
New York
$2.39M +$2.19M +16,065 New
OPERF
196
Oregon Public Employees Retirement Fund
Oregon
$2.37M +$68.3K +500 +3%
EIM
197
ExxonMobil Investment Management
Texas
$2.37M +$2.17M +15,880 New
USAA
198
United Services Automobile Association
Texas
$2.35M +$1.83M +13,385 +558%
CA
199
Commerzbank Aktiengesellschaft
Germany
$2.23M +$1.72M +12,608 +408%
LBG
200
Lloyds Banking Group
United Kingdom
$2.22M +$2.04M +14,923 New

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.