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Caesarstone

118 hedge funds and large institutions have $949M invested in Caesarstone in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

39% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 31

21% more capital invested

Capital invested by funds: $782M → $949M (+$167M)

8% more funds holding

Funds holding: 109118 (+9)

63% less call options, than puts

Call options by funds: $12.2M | Put options by funds: $33.5M

Holders
118
Holders Change
+9
Holders Change %
+8.26%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.09%
New
29
Increased
43
Reduced
31
Closed
20
Calls
$12.2M
Puts
$33.5M
Net Calls
-$21.2M
Net Calls Change
-$8.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$168M -$2.63M -51,719 -1%
CWAM
2
Columbia Wanger Asset Management
Illinois
$124M -$761K -14,966 -0.6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$99.6M +$103M +2,024,967 +44,021%
FCM
4
Frontier Capital Management
Massachusetts
$54.2M -$2.72M -53,551 -5%
Federated Hermes
5
Federated Hermes
Pennsylvania
$30.2M +$6.97M +137,146 +29%
Citadel Advisors
6
Citadel Advisors
Florida
$30M +$5.29M +104,028 +21%
SFM
7
Systematic Financial Management
New Jersey
$28.7M +$6.82M +134,065 +30%
American Century Companies
8
American Century Companies
Missouri
$23.7M +$4.13M +81,151 +20%
LPC
9
Long Pond Capital
New York
$22.1M +$22.9M +450,000 New
O
10
OppenheimerFunds
New York
$20.8M +$1.09M +21,400 +5%
PI
11
Putnam Investments
Massachusetts
$18.9M +$15.4M +302,703 +372%
NCGI
12
Next Century Growth Investors
Minnesota
$16.9M +$17.5M +344,148 New
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$15.5M -$91.5K -1,800 -0.6%
GGHC
14
Gilder Gagnon Howe & Co
New York
$15.5M +$12.3M +242,239 +325%
Renaissance Technologies
15
Renaissance Technologies
New York
$10.9M -$66.1K -1,299 -0.6%
PC
16
Pier Capital
Connecticut
$10.4M +$2.81M +55,345 +35%
CBCM
17
Charter Bridge Capital Management
New York
$10.1M +$8.94M +175,738 +567%
ABC
18
Anchor Bolt Capital
Illinois
$9.34M +$4.09M +80,475 +73%
RFC
19
Russell Frank Company
Washington
$9.07M +$2.67M +52,573 +40%
MCM
20
Moore Capital Management
New York
$8.59M +$8.9M +175,000 New
WCP
21
Waterfront Capital Partners
New York
$8.46M +$5.71M +112,359 +187%
RIM
22
Rainier Investment Management
Washington
$8.04M +$8.32M +163,700 New
Marshall Wace
23
Marshall Wace
United Kingdom
$7.73M +$8.01M +157,423 New
Wells Fargo
24
Wells Fargo
California
$7.47M +$309K +6,074 +4%
OCAM
25
Onex Canada Asset Management
Ontario, Canada
$7.42M -$5.73M -112,734 -43%

CSTE Hedge Fund Activity: Q2 2014 in Review

118 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Caesarstone (CSTE) for Q2 2014, worth a combined $949M — up 21% from $782M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CSTE positions and 20 closed out — a net gain of 9 holders — while 43 added to existing stakes and 31 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $103M. The largest seller was Glade Brook Capital Partners, exiting entirely with an estimated $12.9M sold.

  • 118 institutional investors held Caesarstone (CSTE) as of Q2 2014, up from 109 in Q1 2014.
  • Funds reported $949M of Caesarstone stock for Q2 2014, up 21% quarter-over-quarter.
  • 29 funds opened new Caesarstone positions in Q2 2014 and 20 closed out, a net change of +9 holders.
  • The largest Caesarstone buyer in Q2 2014 was Fidelity Investments, an estimated $103M added.
  • The largest Caesarstone seller in Q2 2014 was Glade Brook Capital Partners, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2014.