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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$612M +$119M +874,588 +27%
JP Morgan Chase
2
JP Morgan Chase
New York
$473M -$43.5M -318,737 -9%
State Street
3
State Street
Massachusetts
$449M +$51.9M +380,090 +14%
RCG
4
Ruane, Cunniff & Goldfarb
New York
$424M -$10.6M -77,282 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$354M +$148M +1,084,804 +84%
Select Equity Group
6
Select Equity Group
New York
$342M +$59.3M +433,873 +23%
IIS
7
Ignis Investment Services
United Kingdom
$290M +$26.6M +194,654 New
BIT
8
BlackRock Institutional Trust
California
$261M +$18M +131,983 +8%
Citadel Advisors
9
Citadel Advisors
Florida
$251M +$98.6M +722,121 +75%
MAM
10
Marketfield Asset Management
New York
$207M +$26.3M +192,932 +16%
American Century Companies
11
American Century Companies
Missouri
$188M -$57.8M -423,567 -25%
Principal Financial Group
12
Principal Financial Group
Iowa
$186M -$24.7M -180,855 -13%
UBS AM
13
UBS AM
Illinois
$177M -$23.7M -173,671 -13%
Ameriprise
14
Ameriprise
Minnesota
$162M -$57.8M -423,266 -28%
CRM
15
Cramer Rosenthal McGlynn
Connecticut
$161M +$147M +1,080,009 New
BFA
16
BlackRock Fund Advisors
California
$149M -$114M -836,768 -46%
HCM
17
Hoplite Capital Management
New York
$136M -$33.7M -246,952 -21%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$131M -$22.4M -164,276 -16%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$116M +$9.75M +71,371 +10%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$114M -$43.3M -316,809 -29%
Northern Trust
21
Northern Trust
Illinois
$110M +$14.6M +106,646 +17%
AllianceBernstein
22
AllianceBernstein
Tennessee
$109M +$152K +1,111 +0.2%
EVM
23
Eaton Vance Management
Massachusetts
$100M +$92M +673,409 New
Viking Global Investors
24
Viking Global Investors
Connecticut
$96.9M +$88.9M +651,050 New
RIM
25
Rainier Investment Management
Washington
$90.1M -$3.67M -26,890 -4%

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.