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Caesarstone

105 hedge funds and large institutions have $208M invested in Caesarstone in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

30% more capital invested

Capital invested by funds: $160M → $208M (+$48.1M)

7% more funds holding

Funds holding: 98105 (+7)

0.77% less ownership

Funds ownership: 47.86%47.09% (-0.77%)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

92% less call options, than puts

Call options by funds: $317K | Put options by funds: $3.95M

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
34
Reduced
36
Closed
10
Calls
$317K
Puts
$3.95M
Net Calls
-$3.63M
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
PF
1
Phoenix Financial
Israel
$28.8M +$1.53M +133,800 +6%
GACM
2
Global Alpha Capital Management
Quebec, Canada
$24.1M -$659K -57,730 -3%
BlackRock
3
BlackRock
New York
$23.5M +$137K +11,990 +0.7%
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$13.4M -$1.14M -100,000 -9%
CI
5
Clal Insurance
Israel
$8.43M -$1.23M -107,449 -13%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.75M +$33.9K +2,966 +0.5%
Ameriprise
7
Ameriprise
Minnesota
$6.81M -$1.82M -159,280 -23%
State Street
8
State Street
Massachusetts
$6.79M +$699K +61,221 +13%
HIIFS
9
Harel Insurance Investments & Financial Services
Israel
$6.38M -$1.06M -93,143 -16%
Northern Trust
10
Northern Trust
Illinois
$5.84M -$96.1K -8,414 -2%
PCM
11
Portolan Capital Management
Massachusetts
$4.57M +$4.05M +354,504 New
Russell Investments Group
12
Russell Investments Group
United Kingdom
$4.03M -$313K -27,454 -8%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$3.82M -$398K -34,832 -11%
UIC
14
Uniplan Investment Counsel
Wisconsin
$3.22M +$1.05M +92,345 +59%
ICM
15
Invenomic Capital Management
Massachusetts
$2.93M +$1.38M +120,712 +113%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$2.81M +$260K +22,769 +12%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$2.71M -$395K -34,597 -14%
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.66M -$926K -81,130 -28%
BCM
19
Bridgeway Capital Management
Texas
$2.6M -$206K -18,000 -8%
FG
20
Formula Growth
Quebec, Canada
$2.59M +$189K +16,585 +9%
Morgan Stanley
21
Morgan Stanley
New York
$2.57M +$512K +44,803 +29%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$2.49M +$2.2M +193,058 New
N
23
Nuveen
North Carolina
$2.38M +$4.83K +423 +0.2%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$2.29M -$121K -10,594 -6%
AIIMS
25
Analyst IMS Investment Management Services
Israel
$2.1M -$34.3K -3,000 -2%

CSTE Hedge Fund Activity: Q4 2020 in Review

105 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Caesarstone (CSTE) for Q4 2020, worth a combined $208M — up 30% from $160M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CSTE positions and 10 closed out — a net gain of 7 holders — while 34 added to existing stakes and 36 trimmed.

The largest buyer was Portolan Capital Management, opening a new position worth an estimated $4.05M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $4.78M sold.

  • 105 institutional investors held Caesarstone (CSTE) as of Q4 2020, up from 98 in Q3 2020.
  • Funds reported $208M of Caesarstone stock for Q4 2020, up 30% quarter-over-quarter.
  • 17 funds opened new Caesarstone positions in Q4 2020 and 10 closed out, a net change of +7 holders.
  • The largest Caesarstone buyer in Q4 2020 was Portolan Capital Management, an estimated $4.05M added.
  • The largest Caesarstone seller in Q4 2020 was Hotchkis & Wiley Capital Management, an estimated $4.78M sold.

Based on aggregated 13F filings for Q4 2020.