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Caesarstone

105 hedge funds and large institutions have $641M invested in Caesarstone in 2015 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $11.5M

10% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 30

13% less funds holding

Funds holding: 120105 (-15)

27% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 48

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

56% less capital invested

Capital invested by funds: $1.45B → $641M (-$806M)

Holders
105
Holders Change
-15
Holders Change %
-12.5%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
35
Increased
33
Reduced
30
Closed
48
Calls
$18.8M
Puts
$11.5M
Net Calls
+$7.27M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
126
Northern Trust
Illinois
-$1.7M -24,722 Closed
ACM
127
Atika Capital Management
New York
-$1.44M -21,000 Closed
OCAM
128
Onex Canada Asset Management
Ontario, Canada
-$1.29M -15,110 Closed
SAM
129
Symphony Asset Management
California
-$898K -13,108 Closed
TAM
130
Tocqueville Asset Management
New York
-$864K -12,600 Closed
AIA
131
Avalon Investment & Advisory
Texas
-$729K -10,631 Closed
PC
132
Passport Capital
California
-$685K -10,000 Closed
CL
133
CIM LLC
New York
-$516K -7,530 Closed
FCI
134
Financial Counselors Inc
Kansas
-$480K -7,007 Closed
EGA
135
Eagle Global Advisors
Texas
-$446K -6,500 Closed
RHBC
136
R.H. Bluestein & Co
Michigan
-$446K -6,500 Closed
BIM
137
Bogle Investment Management
Massachusetts
-$390K -5,700 Closed
PPA
138
Parametric Portfolio Associates
Washington
-$355K -5,181 Closed
GG
139
Gofen & Glossberg
Illinois
-$336K -4,909 Closed
CC
140
Cannell & Co
New York
-$315K -4,600 Closed
RG
141
Renaissance Group
Kentucky
-$276K -4,024 Closed
PIC
142
PCJ Investment Counsel
Ontario, Canada
-$275K -4,014 Closed
GVT
143
Genesee Valley Trust
New York
-$249K -3,628 Closed
DT
144
Diversified Trust
Tennessee
-$248K -3,624 Closed
FP
145
Foundry Partners
Minnesota
-$238K -3,470 Closed
PFPT
146
Pinnacle Financial Partners (Tennessee)
Tennessee
-$209K -3,055 Closed
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
-$206K -3,010 Closed
JMPWA
148
JP Morgan Private Wealth Advisors
California
-$200K -2,923 Closed
AIC
149
Ayalon Insurance Company
Israel
-$71K -1,050 Closed
PMAM
150
Picton Mahoney Asset Management
Ontario, Canada
-$55K -800 Closed

CSTE Hedge Fund Activity: Q3 2015 in Review

105 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in Caesarstone (CSTE) for Q3 2015, worth a combined $641M — down 56% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of CSTE and 35 opened new positions — a net loss of 13 holders — while 30 trimmed existing stakes and 33 added.

The largest buyer was Invesco, adding an estimated $34.9M. The largest seller was Columbia Wanger Asset Management, exiting entirely with an estimated $127M sold.

  • 105 institutional investors held Caesarstone (CSTE) as of Q3 2015, down from 120 in Q2 2015.
  • Funds reported $641M of Caesarstone stock for Q3 2015, down 56% quarter-over-quarter.
  • 35 funds opened new Caesarstone positions in Q3 2015 and 48 closed out, a net change of -13 holders.
  • The largest Caesarstone buyer in Q3 2015 was Invesco, an estimated $34.9M added.
  • The largest Caesarstone seller in Q3 2015 was Columbia Wanger Asset Management, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2015.