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Mohawk Industries

488 hedge funds and large institutions have $7.45B invested in Mohawk Industries in 2019 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 178 increasing their positions, 148 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $178M | Put options by funds: $100M

20% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 148

20% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 75

10% more capital invested

Capital invested by funds: $6.78B → $7.45B (+$672M)

3.47% more ownership

Funds ownership: 78.18%81.64% (+3.5%)

2% more funds holding

Funds holding: 480488 (+8)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
488
Holders Change
+8
Holders Change %
+1.67%
% of All Funds
10.56%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
90
Increased
178
Reduced
148
Closed
75
Calls
$178M
Puts
$100M
Net Calls
+$77.8M
Net Calls Change
-$59.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$809M +$13.3M +102,524 +2%
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$579M +$21M +161,644 +4%
BlackRock
3
BlackRock
New York
$531M -$1.62M -12,454 -0.3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$437M +$78.1M +599,723 +21%
State Street
5
State Street
Massachusetts
$357M +$11.1M +85,451 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$232M -$5.91M -45,432 -2%
FPA
7
First Pacific Advisors
California
$207M -$58M -445,135 -21%
RCG
8
Ruane, Cunniff & Goldfarb
New York
$179M +$8.79M +67,516 +5%
Pzena Investment Management
9
Pzena Investment Management
New York
$172M +$178M +1,364,708 New
Wells Fargo
10
Wells Fargo
California
$164M +$4.7M +36,090 +3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$151M +$1.69M +13,014 +1%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$146M +$19.5M +149,432 +15%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$137M +$5.52M +42,400 +4%
IAM
14
Impala Asset Management
Florida
$112M +$66.9M +513,503 +138%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$111M +$4.77M +36,646 +4%
Two Sigma Investments
16
Two Sigma Investments
New York
$106M -$36.3M -278,555 -25%
FP
17
FPR Partners
California
$104M +$475K +3,645 +0.4%
Northern Trust
18
Northern Trust
Illinois
$91.3M -$1.21M -9,308 -1%
Principal Financial Group
19
Principal Financial Group
Iowa
$91.1M -$4.76M -36,539 -5%
FTCM
20
Fir Tree Capital Management
New York
$85.5M -$48.5M -372,280 -35%
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$83.3M -$434K -3,331 -0.5%
Norges Bank
22
Norges Bank
Norway
$74.2M
AI
23
Ariel Investments
Illinois
$71.3M +$6.13M +47,090 +9%
Deutsche Bank
24
Deutsche Bank
Germany
$70.3M +$43.9M +337,572 +154%
Kovitz Investment Group Partners
25
Kovitz Investment Group Partners
Illinois
$68.1M +$7.33M +56,323 +12%

MHK Hedge Fund Activity: Q1 2019 in Review

488 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Mohawk Industries (MHK) for Q1 2019, worth a combined $7.45B — up 9.9% from $6.78B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new MHK positions and 75 closed out — a net gain of 15 holders — while 178 added to existing stakes and 148 trimmed.

The largest buyer was Pzena Investment Management, opening a new position worth an estimated $178M. The largest seller was Long Pond Capital, exiting entirely with an estimated $67M sold.

  • 488 institutional investors held Mohawk Industries (MHK) as of Q1 2019, up from 480 in Q4 2018.
  • Funds reported $7.45B of Mohawk Industries stock for Q1 2019, up 9.9% quarter-over-quarter.
  • 90 funds opened new Mohawk Industries positions in Q1 2019 and 75 closed out, a net change of +15 holders.
  • The largest Mohawk Industries buyer in Q1 2019 was Pzena Investment Management, an estimated $178M added.
  • The largest Mohawk Industries seller in Q1 2019 was Long Pond Capital, an estimated $67M sold.

Based on aggregated 13F filings for Q1 2019.