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Mohawk Industries

548 hedge funds and large institutions have $14.2B invested in Mohawk Industries in 2017 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 194 increasing their positions, 201 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 37

3% more funds holding

Funds holding: 532548 (+16)

8% more call options, than puts

Call options by funds: $48.8M | Put options by funds: $45.2M

2% more capital invested

Capital invested by funds: $13.9B → $14.2B (+$247M)

0.44% less ownership

Funds ownership: 77.68%77.23% (-0.44%)

3% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 201

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
548
Holders Change
+16
Holders Change %
+3.01%
% of All Funds
13.66%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.37%
New
58
Increased
194
Reduced
201
Closed
37
Calls
$48.8M
Puts
$45.2M
Net Calls
+$3.59M
Net Calls Change
-$50.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.55B +$17.9M +72,057 +1%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.14B -$104M -418,579 -8%
BlackRock
3
BlackRock
New York
$1.13B -$1.58M -6,352 -0.1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$848M +$157M +629,273 +23%
State Street
5
State Street
Massachusetts
$649M -$27M -108,646 -4%
Select Equity Group
6
Select Equity Group
New York
$531M -$14.6M -58,738 -3%
RCG
7
Ruane, Cunniff & Goldfarb
New York
$341M +$16.1M +64,707 +5%
Principal Financial Group
8
Principal Financial Group
Iowa
$298M -$2.16M -8,677 -0.7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$277M +$11.8M +47,261 +4%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$223M -$4.34M -17,439 -2%
TP
11
Third Point
New York
$223M +$6.22M +25,000 +3%
Wells Fargo
12
Wells Fargo
California
$216M +$68.8M +276,409 +46%
HP
13
Hound Partners
New York
$196M +$197M +790,099 New
Northern Trust
14
Northern Trust
Illinois
$178M +$7.38M +29,623 +4%
Goldman Sachs
15
Goldman Sachs
New York
$178M -$13.2M -53,089 -7%
TCIM
16
TIAA CREF Investment Management
New York
$165M +$1.59M +6,382 +1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$159M +$4.19M +16,820 +3%
Bank of America
18
Bank of America
North Carolina
$132M +$31.6M +126,823 +31%
Norges Bank
19
Norges Bank
Norway
$132M +$8.01M +32,188 +6%
Ameriprise
20
Ameriprise
Minnesota
$127M +$15.8M +63,558 +14%
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$112M -$16.7M -66,948 -13%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$112M -$1.09M -4,360 -1%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$112M +$24M +96,379 +27%
GCM
24
Glenview Capital Management
New York
$105M
HCM
25
Hitchwood Capital Management
New York
$103M -$58.5M -235,000 -36%

MHK Hedge Fund Activity: Q3 2017 in Review

548 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Mohawk Industries (MHK) for Q3 2017, worth a combined $14.2B — up 1.8% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MHK positions and 37 closed out — a net gain of 21 holders — while 194 added to existing stakes and 201 trimmed.

The largest buyer was Hound Partners, opening a new position worth an estimated $197M. The largest seller was Egerton Capital (UK), exiting entirely with an estimated $207M sold.

  • 548 institutional investors held Mohawk Industries (MHK) as of Q3 2017, up from 532 in Q2 2017.
  • Funds reported $14.2B of Mohawk Industries stock for Q3 2017, up 1.8% quarter-over-quarter.
  • 58 funds opened new Mohawk Industries positions in Q3 2017 and 37 closed out, a net change of +21 holders.
  • The largest Mohawk Industries buyer in Q3 2017 was Hound Partners, an estimated $197M added.
  • The largest Mohawk Industries seller in Q3 2017 was Egerton Capital (UK), an estimated $207M sold.

Based on aggregated 13F filings for Q3 2017.