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Mohawk Industries

422 hedge funds and large institutions have $6.6B invested in Mohawk Industries in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 132 increasing their positions, 153 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $75M | Put options by funds: $30.3M

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

24% more capital invested

Capital invested by funds: $5.31B → $6.6B (+$1.29B)

6% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 67

0% more funds holding

Funds holding: 420422 (+2)

1.23% less ownership

Funds ownership: 80.58%79.35% (-1.2%)

14% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 153

Holders
422
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
6.08%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.2%
New
71
Increased
132
Reduced
153
Closed
67
Calls
$75M
Puts
$30.3M
Net Calls
+$44.7M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$819M +$1.97M +17,541 +0.3%
BlackRock
2
BlackRock
New York
$443M +$7.38M +65,730 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$433M +$63.8M +568,057 +21%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$359M +$32M +284,581 +12%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$258M +$14.7M +130,512 +7%
AI
6
Ariel Investments
Illinois
$245M -$31.2M -277,716 -13%
State Street
7
State Street
Massachusetts
$240M -$437K -3,886 -0.2%
Invesco
8
Invesco
Georgia
$228M +$342K +3,042 +0.2%
Select Equity Group
9
Select Equity Group
New York
$205M +$18.7M +166,128 +12%
Pzena Investment Management
10
Pzena Investment Management
New York
$191M -$5.28M -46,971 -3%
SCM
11
Shapiro Capital Management
Georgia
$191M -$12.4M -110,595 -7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$163M -$3.3M -29,384 -2%
PF
13
Phoenix Financial
Israel
$135M +$106M +946,515 +1,089%
BIP
14
Brandes Investment Partners
California
$120M +$11.6M +103,328 +13%
American Century Companies
15
American Century Companies
Missouri
$115M +$87.7M +780,757 +829%
Pacer Advisors
16
Pacer Advisors
Pennsylvania
$110M +$4.83M +42,996 +5%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$86.9M +$10.9M +97,446 +17%
VLKIM
18
Van Lanschot Kempen Investment Management
Netherlands
$78.5M +$8.99M +80,046 +15%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$78.5M +$23.4M +208,001 +53%
Norges Bank
20
Norges Bank
Norway
$75.2M -$9.29M -82,653 -13%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$70.9M +$60.4M +537,547 +13,335%
Charles Schwab
22
Charles Schwab
California
$70.8M +$913K +8,129 +2%
Morgan Stanley
23
Morgan Stanley
New York
$70.2M -$137M -1,220,994 -69%
AIM
24
ARGA Investment Management
Connecticut
$66.8M +$1.14M +10,124 +2%
Northern Trust
25
Northern Trust
Illinois
$66.7M -$1.75M -15,599 -3%

MHK Hedge Fund Activity: Q1 2024 in Review

422 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Mohawk Industries (MHK) for Q1 2024, worth a combined $6.6B — up 24% from $5.31B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new MHK positions and 67 closed out — a net gain of 4 holders — while 132 added to existing stakes and 153 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $106M. The largest seller was Morgan Stanley, cutting an estimated $137M.

  • 422 institutional investors held Mohawk Industries (MHK) as of Q1 2024, up from 420 in Q4 2023.
  • Funds reported $6.6B of Mohawk Industries stock for Q1 2024, up 24% quarter-over-quarter.
  • 71 funds opened new Mohawk Industries positions in Q1 2024 and 67 closed out, a net change of +4 holders.
  • The largest Mohawk Industries buyer in Q1 2024 was Phoenix Financial, an estimated $106M added.
  • The largest Mohawk Industries seller in Q1 2024 was Morgan Stanley, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2024.