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Mohawk Industries

487 hedge funds and large institutions have $12.7B invested in Mohawk Industries in 2015 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 176 increasing their positions, 185 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 68

1% more funds holding

Funds holding: 482487 (+5)

4% more capital invested

Capital invested by funds: $12.2B → $12.7B (+$525M)

0.13% more ownership

Funds ownership: 78.65%78.78% (+0.13%)

5% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 185

33% less funds holding in top 10

Funds holding in top 10: 2416 (-8)

60% less call options, than puts

Call options by funds: $16.8M | Put options by funds: $41.6M

Holders
487
Holders Change
+5
Holders Change %
+1.04%
% of All Funds
12.78%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.42%
New
78
Increased
176
Reduced
185
Closed
68
Calls
$16.8M
Puts
$41.6M
Net Calls
-$24.9M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$1.71B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.01B +$31.4M +163,354 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$809M +$32.4M +168,900 +4%
State Street
4
State Street
Massachusetts
$546M +$23.7M +123,209 +4%
RCG
5
Ruane, Cunniff & Goldfarb
New York
$516M -$12.2M -63,410 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$432M +$3.67M +19,124 +0.8%
TP
7
Third Point
New York
$402M -$4.8M -25,000 -1%
Select Equity Group
8
Select Equity Group
New York
$358M -$8.18M -42,590 -2%
LPC
9
Lone Pine Capital
Connecticut
$357M -$16.3M -84,700 -4%
BIT
10
BlackRock Institutional Trust
California
$335M +$5.56M +28,987 +2%
BFA
11
BlackRock Fund Advisors
California
$226M +$13M +67,540 +6%
Principal Financial Group
12
Principal Financial Group
Iowa
$223M +$8.97M +46,748 +4%
ECU
13
Egerton Capital (UK)
United Kingdom
$212M +$214M +1,117,029 New
Goldman Sachs
14
Goldman Sachs
New York
$201M +$31.5M +164,144 +18%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$177M +$55.1M +287,045 +44%
Citadel Advisors
16
Citadel Advisors
Florida
$156M -$14.3M -74,269 -8%
Adage Capital Partners
17
Adage Capital Partners
Massachusetts
$155M +$67.6M +352,048 +75%
Alyeska Investment Group
18
Alyeska Investment Group
Illinois
$150M +$79M +411,580 +108%
Northern Trust
19
Northern Trust
Illinois
$140M -$8.22M -42,827 -5%
American Century Companies
20
American Century Companies
Missouri
$129M +$17.1M +89,052 +15%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$126M +$1.6M +8,323 +1%
HCM
22
Hitchwood Capital Management
New York
$114M
Norges Bank
23
Norges Bank
Norway
$108M -$1.07M -5,589 -1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$100M -$2.57M -13,399 -2%
JHIU
25
Janus Henderson Investors US
Colorado
$94.2M +$50.4M +262,800 +112%

MHK Hedge Fund Activity: Q4 2015 in Review

487 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Mohawk Industries (MHK) for Q4 2015, worth a combined $12.7B — up 4.3% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new MHK positions and 68 closed out — a net gain of 10 holders — while 176 added to existing stakes and 185 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $214M. The largest seller was Viking Global Investors, exiting entirely with an estimated $360M sold.

  • 487 institutional investors held Mohawk Industries (MHK) as of Q4 2015, up from 482 in Q3 2015.
  • Funds reported $12.7B of Mohawk Industries stock for Q4 2015, up 4.3% quarter-over-quarter.
  • 78 funds opened new Mohawk Industries positions in Q4 2015 and 68 closed out, a net change of +10 holders.
  • The largest Mohawk Industries buyer in Q4 2015 was Egerton Capital (UK), an estimated $214M added.
  • The largest Mohawk Industries seller in Q4 2015 was Viking Global Investors, an estimated $360M sold.

Based on aggregated 13F filings for Q4 2015.