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Caesarstone

98 hedge funds and large institutions have $297M invested in Caesarstone in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $256M → $297M (+$41.4M)

1.86% less ownership

Funds ownership: 48.78%46.92% (-1.9%)

9% less funds holding

Funds holding: 10898 (-10)

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

77% less call options, than puts

Call options by funds: $1.73M | Put options by funds: $7.37M

Holders
98
Holders Change
-10
Holders Change %
-9.26%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
27
Reduced
38
Closed
18
Calls
$1.73M
Puts
$7.37M
Net Calls
-$5.64M
Net Calls Change
+$532K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$46.7M -$381K -21,707 -0.9%
DG
2
Delek Group
Israel
$34.4M +$2.57M +146,400 +9%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$33.9M -$2.75M -156,924 -8%
BlackRock
4
BlackRock
New York
$31.1M +$694K +39,538 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$13.5M +$12.6M +718,600 +7,186%
CI
6
Clal Insurance
Israel
$13M +$1.83M +104,396 +18%
GACM
7
Global Alpha Capital Management
Quebec, Canada
$11.1M -$763K -43,500 -7%
SFM
8
Sphera Funds Management
Israel
$10.4M +$5.8M +330,495 +143%
FCM
9
Frontier Capital Management
Massachusetts
$8.87M -$1.07M -61,043 -11%
MIH
10
Meitav Investment House
Israel
$8.74M -$2.8M -159,533 -26%
State Street
11
State Street
Massachusetts
$8.51M -$173K -9,860 -2%
BHB
12
Bank Hapoalim BM
Israel
$8.38M
Norges Bank
13
Norges Bank
Norway
$6.67M -$2.63M -149,741 -29%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$5.68M +$1.6M +91,342 +43%
FG
15
Formula Growth
Quebec, Canada
$5.07M -$6.52M -371,520 -58%
Northern Trust
16
Northern Trust
Illinois
$4.71M +$112K +6,355 +3%
HIIFS
17
Harel Insurance Investments & Financial Services
Israel
$3.71M +$10.5K +600 +0.3%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$3.46M -$607K -34,600 -16%
Ameriprise
19
Ameriprise
Minnesota
$3.3M -$1.4M -79,730 -31%
FNBOO
20
First National Bank of Omaha
Nebraska
$3.27M
JP Morgan Chase
21
JP Morgan Chase
New York
$2.36M -$2.08M -118,388 -48%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.8M +$200K +11,398 +13%
Morgan Stanley
23
Morgan Stanley
New York
$1.42M +$65.7K +3,744 +5%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.36M -$494K -28,130 -28%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.36M +$46.9K +2,674 +4%

CSTE Hedge Fund Activity: Q3 2018 in Review

98 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Caesarstone (CSTE) for Q3 2018, worth a combined $297M — up 16% from $256M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of CSTE and 9 opened new positions — a net loss of 9 holders — while 38 trimmed existing stakes and 27 added.

The largest buyer was Fidelity Investments, adding an estimated $12.6M. The largest seller was Formula Growth, cutting an estimated $6.52M.

  • 98 institutional investors held Caesarstone (CSTE) as of Q3 2018, down from 108 in Q2 2018.
  • Funds reported $297M of Caesarstone stock for Q3 2018, up 16% quarter-over-quarter.
  • 9 funds opened new Caesarstone positions in Q3 2018 and 18 closed out, a net change of -9 holders.
  • The largest Caesarstone buyer in Q3 2018 was Fidelity Investments, an estimated $12.6M added.
  • The largest Caesarstone seller in Q3 2018 was Formula Growth, an estimated $6.52M sold.

Based on aggregated 13F filings for Q3 2018.