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Mohawk Industries

606 hedge funds and large institutions have $16.2B invested in Mohawk Industries in 2017 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 207 increasing their positions, 207 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 37

60% more call options, than puts

Call options by funds: $108M | Put options by funds: $67.3M

14% more capital invested

Capital invested by funds: $14.2B → $16.2B (+$1.98B)

11% more funds holding

Funds holding: 548606 (+58)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

1.65% more ownership

Funds ownership: 77.23%78.89% (+1.7%)

0% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 207

Holders
606
Holders Change
+58
Holders Change %
+10.58%
% of All Funds
13.74%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.36%
New
101
Increased
207
Reduced
207
Closed
37
Calls
$108M
Puts
$67.3M
Net Calls
+$40.6M
Net Calls Change
+$37M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.74B +$12.4M +46,210 +0.7%
BlackRock
2
BlackRock
New York
$1.39B +$128M +477,056 +10%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.12B -$145M -539,224 -12%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.06B +$107M +400,251 +12%
State Street
5
State Street
Massachusetts
$736M +$12M +44,564 +2%
Select Equity Group
6
Select Equity Group
New York
$477M -$112M -418,569 -19%
RCG
7
Ruane, Cunniff & Goldfarb
New York
$378M -$2.35M -8,748 -0.6%
Principal Financial Group
8
Principal Financial Group
Iowa
$330M -$1.6M -5,968 -0.5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$316M +$6.5M +24,213 +2%
Wells Fargo
10
Wells Fargo
California
$280M +$37.8M +141,022 +16%
TP
11
Third Point
New York
$276M +$26.8M +100,000 +11%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$259M +$9.86M +36,763 +4%
Aberdeen Group
13
Aberdeen Group
United Kingdom
$247M +$236M +879,636 +5,674%
Ameriprise
14
Ameriprise
Minnesota
$234M +$90.3M +336,565 +66%
HP
15
Hound Partners
New York
$201M -$16.6M -62,046 -8%
Northern Trust
16
Northern Trust
Illinois
$198M -$582K -2,171 -0.3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$184M +$6.36M +23,711 +4%
TCIM
18
TIAA CREF Investment Management
New York
$183M -$1.6M -5,961 -0.9%
Goldman Sachs
19
Goldman Sachs
New York
$168M -$29.7M -110,606 -15%
Morgan Stanley
20
Morgan Stanley
New York
$164M +$90.5M +337,222 +132%
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$150M +$23.6M +88,138 +19%
Norges Bank
22
Norges Bank
Norway
$147M
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$123M -$1.12M -4,166 -0.9%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$123M -$1.93M -7,206 -2%
Bank of America
25
Bank of America
North Carolina
$117M -$29.1M -108,406 -20%

MHK Hedge Fund Activity: Q4 2017 in Review

606 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Mohawk Industries (MHK) for Q4 2017, worth a combined $16.2B — up 14% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new MHK positions and 37 closed out — a net gain of 64 holders — while 207 added to existing stakes and 207 trimmed.

The largest buyer was Aberdeen Group, adding an estimated $236M. The largest seller was JP Morgan Chase, cutting an estimated $145M.

  • 606 institutional investors held Mohawk Industries (MHK) as of Q4 2017, up from 548 in Q3 2017.
  • Funds reported $16.2B of Mohawk Industries stock for Q4 2017, up 14% quarter-over-quarter.
  • 101 funds opened new Mohawk Industries positions in Q4 2017 and 37 closed out, a net change of +64 holders.
  • The largest Mohawk Industries buyer in Q4 2017 was Aberdeen Group, an estimated $236M added.
  • The largest Mohawk Industries seller in Q4 2017 was JP Morgan Chase, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2017.