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Mohawk Industries

491 hedge funds and large institutions have $7.79B invested in Mohawk Industries in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 154 increasing their positions, 179 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 47

9% more capital invested

Capital invested by funds: $7.14B → $7.79B (+$654M)

9% more funds holding

Funds holding: 450491 (+41)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.01% less ownership

Funds ownership: 79.83%79.82% (-0.01%)

14% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 179

33% less call options, than puts

Call options by funds: $55.2M | Put options by funds: $82.2M

Holders
491
Holders Change
+41
Holders Change %
+9.11%
% of All Funds
9.67%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
97
Increased
154
Reduced
179
Closed
47
Calls
$55.2M
Puts
$82.2M
Net Calls
-$26.9M
Net Calls Change
-$82.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$873M -$1.71M -12,583 -0.2%
BlackRock
2
BlackRock
New York
$581M -$4.69M -34,505 -0.8%
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$481M -$151M -1,108,290 -24%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$457M +$4.4M +32,312 +1%
Boston Partners
5
Boston Partners
Massachusetts
$416M +$415M +3,048,585 New
State Street
6
State Street
Massachusetts
$386M -$3.18M -23,368 -0.8%
Pzena Investment Management
7
Pzena Investment Management
New York
$278M +$17.9M +131,899 +7%
JP Morgan Chase
8
JP Morgan Chase
New York
$231M -$29.3M -215,574 -11%
Wells Fargo
9
Wells Fargo
California
$207M +$12.2M +89,707 +6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$186M -$13.8M -101,307 -7%
UBS AM
11
UBS AM
Illinois
$159M +$4.02M +29,560 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$128M +$3.88M +28,484 +3%
FP
13
FPR Partners
California
$111M -$76.9M -565,051 -41%
Northern Trust
14
Northern Trust
Illinois
$93.8M +$1.38M +10,108 +1%
Ameriprise
15
Ameriprise
Minnesota
$90.8M +$82.2M +603,969 +978%
AI
16
Ariel Investments
Illinois
$90.4M +$652K +4,790 +0.7%
Norges Bank
17
Norges Bank
Norway
$83.3M
BGIM
18
Brandywine Global Investment Management
Pennsylvania
$80.5M -$9.03M -66,395 -10%
N
19
Nuveen
North Carolina
$77.1M +$6.22M +45,722 +9%
FPA
20
First Pacific Advisors
California
$73.3M -$50M -367,230 -41%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$72.7M +$16.8M +123,836 +30%
Kovitz Investment Group Partners
22
Kovitz Investment Group Partners
Illinois
$72.1M +$226K +1,659 +0.3%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$70.1M +$26.6M +195,303 +61%
Invesco
24
Invesco
Georgia
$68.8M -$3.89M -28,600 -5%
DWA
25
Douglass Winthrop Advisors
New York
$66.7M +$725K +5,328 +1%

MHK Hedge Fund Activity: Q4 2019 in Review

491 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Mohawk Industries (MHK) for Q4 2019, worth a combined $7.79B — up 9.2% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MHK positions and 47 closed out — a net gain of 50 holders — while 154 added to existing stakes and 179 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $415M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $189M.

  • 491 institutional investors held Mohawk Industries (MHK) as of Q4 2019, up from 450 in Q3 2019.
  • Funds reported $7.79B of Mohawk Industries stock for Q4 2019, up 9.2% quarter-over-quarter.
  • 97 funds opened new Mohawk Industries positions in Q4 2019 and 47 closed out, a net change of +50 holders.
  • The largest Mohawk Industries buyer in Q4 2019 was Boston Partners, an estimated $415M added.
  • The largest Mohawk Industries seller in Q4 2019 was Ruane, Cunniff & Goldfarb, an estimated $189M sold.

Based on aggregated 13F filings for Q4 2019.