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Mohawk Industries

514 hedge funds and large institutions have $11.5B invested in Mohawk Industries in 2016 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 182 increasing their positions, 191 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

2% more funds holding

Funds holding: 502514 (+12)

3% more capital invested

Capital invested by funds: $11.1B → $11.5B (+$322M)

5% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 191

1.03% less ownership

Funds ownership: 79.34%78.31% (-1%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

14% less call options, than puts

Call options by funds: $78.7M | Put options by funds: $91.7M

Holders
514
Holders Change
+12
Holders Change %
+2.39%
% of All Funds
13.71%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.45%
New
55
Increased
182
Reduced
191
Closed
35
Calls
$78.7M
Puts
$91.7M
Net Calls
-$13M
Net Calls Change
-$56.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.13B +$21.6M +105,243 +2%
JP Morgan Chase
2
JP Morgan Chase
New York
$933M +$2.32M +11,269 +0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$614M +$46.7M +227,378 +8%
State Street
4
State Street
Massachusetts
$543M +$2.77M +13,472 +0.5%
RCG
5
Ruane, Cunniff & Goldfarb
New York
$494M +$2.88M +14,014 +0.6%
Select Equity Group
6
Select Equity Group
New York
$457M +$12.2M +59,272 +3%
BIT
7
BlackRock Institutional Trust
California
$325M +$5.37M +26,147 +2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$270M +$14M +68,332 +5%
Principal Financial Group
9
Principal Financial Group
Iowa
$245M +$7.16M +34,837 +3%
LPC
10
Lone Pine Capital
Connecticut
$236M -$132M -641,442 -35%
BFA
11
BlackRock Fund Advisors
California
$226M -$699K -3,399 -0.3%
ECU
12
Egerton Capital (UK)
United Kingdom
$224M -$59.7M -290,260 -21%
Citadel Advisors
13
Citadel Advisors
Florida
$195M +$147M +714,291 +277%
TP
14
Third Point
New York
$180M -$123M -600,000 -40%
EPCM
15
Eton Park Capital Management
New York
$176M +$15.4M +74,693 +9%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$168M +$16.6M +80,840 +11%
Northern Trust
17
Northern Trust
Illinois
$147M +$542K +2,638 +0.4%
Bessemer Group
18
Bessemer Group
New Jersey
$147M +$1.69M +8,238 +1%
BG
19
BlackRock Group
United Kingdom
$123M +$27.4M +133,335 +28%
HCM
20
Hitchwood Capital Management
New York
$120M -$41.1M -200,000 -25%
AL
21
Appaloosa LP
New Jersey
$116M -$37.5M -182,517 -24%
Alyeska Investment Group
22
Alyeska Investment Group
Illinois
$112M -$21.6M -104,931 -16%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$105M +$3.39M +16,497 +3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$98.8M +$456K +2,219 +0.5%
Norges Bank
25
Norges Bank
Norway
$96.2M -$2.41M -11,705 -2%

MHK Hedge Fund Activity: Q3 2016 in Review

514 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Mohawk Industries (MHK) for Q3 2016, worth a combined $11.5B — up 2.9% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MHK positions and 35 closed out — a net gain of 20 holders — while 182 added to existing stakes and 191 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $147M. The largest seller was Lone Pine Capital, cutting an estimated $132M.

  • 514 institutional investors held Mohawk Industries (MHK) as of Q3 2016, up from 502 in Q2 2016.
  • Funds reported $11.5B of Mohawk Industries stock for Q3 2016, up 2.9% quarter-over-quarter.
  • 55 funds opened new Mohawk Industries positions in Q3 2016 and 35 closed out, a net change of +20 holders.
  • The largest Mohawk Industries buyer in Q3 2016 was Citadel Advisors, an estimated $147M added.
  • The largest Mohawk Industries seller in Q3 2016 was Lone Pine Capital, an estimated $132M sold.

Based on aggregated 13F filings for Q3 2016.