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Mohawk Industries

423 hedge funds and large institutions have $4.29B invested in Mohawk Industries in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 156 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 156

1.31% less ownership

Funds ownership: 79.82%78.51% (-1.3%)

10% less call options, than puts

Call options by funds: $19.8M | Put options by funds: $22M

14% less funds holding

Funds holding: 491423 (-68)

45% less capital invested

Capital invested by funds: $7.79B → $4.29B (-$3.51B)

57% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 111

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
423
Holders Change
-68
Holders Change %
-13.85%
% of All Funds
9.32%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
48
Increased
151
Reduced
156
Closed
111
Calls
$19.8M
Puts
$22M
Net Calls
-$2.23M
Net Calls Change
+$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$501M +$19.1M +161,365 +3%
BlackRock
2
BlackRock
New York
$324M -$1.23M -10,349 -0.2%
Boston Partners
3
Boston Partners
Massachusetts
$283M +$78.9M +666,367 +22%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$247M -$13.4M -112,891 -3%
State Street
5
State Street
Massachusetts
$215M -$216K -1,825 -0.1%
Victory Capital Management
6
Victory Capital Management
Texas
$199M +$305M +2,575,763 +8,372%
Pzena Investment Management
7
Pzena Investment Management
New York
$158M +$4.36M +36,821 +2%
Wells Fargo
8
Wells Fargo
California
$128M +$19.3M +162,788 +11%
Eagle Capital Management (New York)
9
Eagle Capital Management (New York)
New York
$126M -$222M -1,874,496 -53%
JP Morgan Chase
10
JP Morgan Chase
New York
$122M -$11M -92,621 -5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$116M +$19.2M +162,523 +12%
UBS AM
12
UBS AM
Illinois
$91.7M +$4.08M +34,423 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$73.4M +$2.52M +21,318 +2%
AI
14
Ariel Investments
Illinois
$59.9M +$14.6M +122,945 +19%
FP
15
FPR Partners
California
$59.7M -$3.96M -33,455 -4%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$53.3M +$23M +194,050 +36%
Northern Trust
17
Northern Trust
Illinois
$52.5M -$17.5K -148 -0%
Norges Bank
18
Norges Bank
Norway
$46.6M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$45.3M +$19.9M +167,675 +39%
Kovitz Investment Group Partners
20
Kovitz Investment Group Partners
Illinois
$41.5M +$1.84M +15,504 +3%
DWA
21
Douglass Winthrop Advisors
New York
$40.8M +$5.41M +45,663 +9%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$39.5M +$598K +5,049 +1%
Invesco
23
Invesco
Georgia
$33.1M -$8.38M -70,761 -14%
BIP
24
Brandes Investment Partners
California
$33M +$48.6M +410,568 +1,807%
Charles Schwab
25
Charles Schwab
California
$32.4M +$1.1M +9,297 +2%

MHK Hedge Fund Activity: Q1 2020 in Review

423 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Mohawk Industries (MHK) for Q1 2020, worth a combined $4.29B — down 45% from $7.79B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of MHK and 48 opened new positions — a net loss of 63 holders — while 156 trimmed existing stakes and 151 added.

The largest buyer was Victory Capital Management, adding an estimated $305M. The largest seller was Eagle Capital Management (New York), cutting an estimated $222M.

  • 423 institutional investors held Mohawk Industries (MHK) as of Q1 2020, down from 491 in Q4 2019.
  • Funds reported $4.29B of Mohawk Industries stock for Q1 2020, down 45% quarter-over-quarter.
  • 48 funds opened new Mohawk Industries positions in Q1 2020 and 111 closed out, a net change of -63 holders.
  • The largest Mohawk Industries buyer in Q1 2020 was Victory Capital Management, an estimated $305M added.
  • The largest Mohawk Industries seller in Q1 2020 was Eagle Capital Management (New York), an estimated $222M sold.

Based on aggregated 13F filings for Q1 2020.