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Mohawk Industries

482 hedge funds and large institutions have $12.2B invested in Mohawk Industries in 2015 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 208 increasing their positions, 145 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 32

60% more funds holding in top 10

Funds holding in top 10: 1524 (+9)

43% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 145

11% more funds holding

Funds holding: 436482 (+46)

7% more capital invested

Capital invested by funds: $11.4B → $12.2B (+$814M)

4% more call options, than puts

Call options by funds: $29.9M | Put options by funds: $28.8M

3.1% less ownership

Funds ownership: 81.75%78.65% (-3.1%)

Holders
482
Holders Change
+46
Holders Change %
+10.55%
% of All Funds
13.46%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.67%
New
84
Increased
208
Reduced
145
Closed
32
Calls
$29.9M
Puts
$28.8M
Net Calls
+$1.12M
Net Calls Change
+$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$1.64B -$1.78M -9,004 Closed
Vanguard Group
2
Vanguard Group
Pennsylvania
$937M +$39.1M +197,212 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
$745M +$95.5M +482,213 +13%
RCG
4
Ruane, Cunniff & Goldfarb
New York
$506M +$1.29M +6,498 +0.2%
State Street
5
State Street
Massachusetts
$502M +$15.7M +79,359 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$411M +$87.1M +439,914 +24%
TP
7
Third Point
New York
$391M -$49.5M -250,000 -10%
Viking Global Investors
8
Viking Global Investors
Connecticut
$360M -$462M -2,331,742 -54%
LPC
9
Lone Pine Capital
Connecticut
$358M +$2.55M +12,885 +0.7%
Select Equity Group
10
Select Equity Group
New York
$351M -$12.7M -64,272 -3%
BIT
11
BlackRock Institutional Trust
California
$316M +$20.4M +102,892 +6%
Principal Financial Group
12
Principal Financial Group
Iowa
$205M -$7.86M -39,683 -3%
BFA
13
BlackRock Fund Advisors
California
$205M +$6.68M +33,722 +3%
Goldman Sachs
14
Goldman Sachs
New York
$163M -$32.6M -164,613 -16%
Citadel Advisors
15
Citadel Advisors
Florida
$163M -$24.8M -125,263 -12%
Northern Trust
16
Northern Trust
Illinois
$143M +$738K +3,726 +0.5%
Ameriprise
17
Ameriprise
Minnesota
$128M +$13.9M +70,004 +11%
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$128M +$4.81M +24,300 +4%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$120M -$4.79M -24,180 -4%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$117M +$18M +90,701 +16%
HCM
21
Hitchwood Capital Management
New York
$109M +$119M +600,000 New
American Century Companies
22
American Century Companies
Missouri
$108M +$9.25M +46,687 +9%
Norges Bank
23
Norges Bank
Norway
$105M -$1.85M -9,328 -2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$98.5M -$2.31M -11,647 -2%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$89.5M +$2.39M +12,051 +3%

MHK Hedge Fund Activity: Q3 2015 in Review

482 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Mohawk Industries (MHK) for Q3 2015, worth a combined $12.2B — up 7.2% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new MHK positions and 32 closed out — a net gain of 52 holders — while 208 added to existing stakes and 145 trimmed.

The largest buyer was Hitchwood Capital Management, opening a new position worth an estimated $119M. The largest seller was Viking Global Investors, cutting an estimated $462M.

  • 482 institutional investors held Mohawk Industries (MHK) as of Q3 2015, up from 436 in Q2 2015.
  • Funds reported $12.2B of Mohawk Industries stock for Q3 2015, up 7.2% quarter-over-quarter.
  • 84 funds opened new Mohawk Industries positions in Q3 2015 and 32 closed out, a net change of +52 holders.
  • The largest Mohawk Industries buyer in Q3 2015 was Hitchwood Capital Management, an estimated $119M added.
  • The largest Mohawk Industries seller in Q3 2015 was Viking Global Investors, an estimated $462M sold.

Based on aggregated 13F filings for Q3 2015.