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Mohawk Industries

420 hedge funds and large institutions have $5.31B invested in Mohawk Industries in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 139 increasing their positions, 161 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

26% more capital invested

Capital invested by funds: $4.23B → $5.31B (+$1.08B)

3.42% more ownership

Funds ownership: 77.17%80.58% (+3.4%)

3% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 69

0% less call options, than puts

Call options by funds: $60.9M | Put options by funds: $61.1M

1% less funds holding

Funds holding: 424420 (-4)

14% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 161

Holders
420
Holders Change
-4
Holders Change %
-0.94%
% of All Funds
6.12%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
71
Increased
139
Reduced
161
Closed
69
Calls
$60.9M
Puts
$61.1M
Net Calls
-$207K
Net Calls Change
-$5.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$646M +$3.43M +39,143 +0.6%
BlackRock
2
BlackRock
New York
$344M -$77.3M -883,073 -21%
JP Morgan Chase
3
JP Morgan Chase
New York
$283M +$26.4M +301,335 +12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$255M +$27.8M +317,278 +15%
AI
5
Ariel Investments
Illinois
$222M +$7.82M +89,376 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$190M -$23.1M -263,472 -13%
State Street
7
State Street
Massachusetts
$190M -$19.6M -223,700 -11%
Morgan Stanley
8
Morgan Stanley
New York
$182M +$97.9M +1,118,474 +175%
Invesco
9
Invesco
Georgia
$180M -$1.62M -18,512 -1%
SCM
10
Shapiro Capital Management
Georgia
$163M -$12.8M -146,078 -8%
Pzena Investment Management
11
Pzena Investment Management
New York
$156M +$74.2K +848 +0.1%
Select Equity Group
12
Select Equity Group
New York
$145M +$60.7M +693,667 +98%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$132M +$1.62M +18,505 +1%
Boston Partners
14
Boston Partners
Massachusetts
$126M -$85.4M -975,092 -44%
BIP
15
Brandes Investment Partners
California
$84.5M +$13.1M +149,370 +22%
Pacer Advisors
16
Pacer Advisors
Pennsylvania
$82.5M +$64.2M +733,097 +1,152%
Millennium Management
17
Millennium Management
New York
$74.5M +$23.9M +273,389 +61%
Norges Bank
18
Norges Bank
Norway
$68.1M +$25.3M +289,355 +79%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$58.7M +$38.9M +443,903 +361%
Charles Schwab
20
Charles Schwab
California
$55.1M +$1.98M +22,616 +4%
Northern Trust
21
Northern Trust
Illinois
$54.4M -$6.32M -72,134 -12%
VLKIM
22
Van Lanschot Kempen Investment Management
Netherlands
$53.8M +$3.75M +42,798 +9%
AIM
23
ARGA Investment Management
Connecticut
$51.8M +$14.7M +168,401 +51%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$50.2M +$15.2M +173,326 +56%
AQR Capital Management
25
AQR Capital Management
Connecticut
$46.9M +$6.22M +71,096 +19%

MHK Hedge Fund Activity: Q4 2023 in Review

420 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mohawk Industries (MHK) for Q4 2023, worth a combined $5.31B — up 26% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new MHK positions and 69 closed out — a net gain of 2 holders — while 139 added to existing stakes and 161 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.9M. The largest seller was Boston Partners, cutting an estimated $85.4M.

  • 420 institutional investors held Mohawk Industries (MHK) as of Q4 2023, down from 424 in Q3 2023.
  • Funds reported $5.31B of Mohawk Industries stock for Q4 2023, up 26% quarter-over-quarter.
  • 71 funds opened new Mohawk Industries positions in Q4 2023 and 69 closed out, a net change of +2 holders.
  • The largest Mohawk Industries buyer in Q4 2023 was Morgan Stanley, an estimated $97.9M added.
  • The largest Mohawk Industries seller in Q4 2023 was Boston Partners, an estimated $85.4M sold.

Based on aggregated 13F filings for Q4 2023.