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Stepan Co
SCL

149 hedge funds and large institutions have $737M invested in Stepan Co in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 40

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

3% more funds holding

Funds holding: 145 → 149 (+4)

4% more capital invested

Capital invested by funds: $710M → $737M (+$27.5M)

0.18% less ownership

Funds ownership: 57.8% → 57.62% (-0.18%)

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
4.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
67
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$7.18M
2
BFA
BlackRock Fund Advisors
California
+$6.71M
3
ACM
Atlanta Capital Management
Georgia
+$5.63M
4
TAM
Third Avenue Management
New York
+$3.56M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.55M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$20.1M
2
LSV Asset Management
LSV Asset Management
Illinois
-$7.06M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.82M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$3.12M
5
PP
PDT Partners
New York
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$4.9M +$173K +2,994 +4%
TCIM
27
TIAA CREF Investment Management
New York
$4.79M +$92.4K +1,595 +2%
SIC
28
Schwartz Investment Counsel
Michigan
$4.62M – – –
HAI
29
Hennessy Advisors Inc
California
$4.01M -$162K -2,800 -4%
BIM
30
BlackRock Investment Management
Delaware
$3.92M +$180K +3,110 +5%
Charles Schwab
31
Charles Schwab
California
$3.85M +$687K +11,865 +22%
Prudential Financial
32
Prudential Financial
New Jersey
$3.83M +$86.9K +1,500 +2%
RCAMU
33
Rothschild & Co Asset Management US
Connecticut
$3.82M -$3.12M -53,925 -45%
MAA
34
Managed Account Advisors
New Jersey
$3.13M +$3.12M +53,905 +21,222%
MOACM
35
Mutual of America Capital Management
New York
$3.07M +$411K +7,092 +15%
Renaissance Technologies
36
Renaissance Technologies
New York
$2.86M +$69.5K +1,200 +2%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.64M +$718K +12,400 +37%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$2.56M +$805K +13,909 +46%
JP Morgan Chase
39
JP Morgan Chase
New York
$2.5M -$61.7K -1,065 -2%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$2.39M – – –
FTIOP
41
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.39M +$136K +2,340 +6%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$2.36M -$34.7K -600 -1%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$2.14M +$388K +6,700 +22%
RP
44
Reinhart Partners
Wisconsin
$2.01M +$55.6K +960 +3%
WSCM
45
Wellington Shields Capital Management
New York
$2M -$572K -9,880 -22%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.96M +$60.3K +1,042 +3%
DIA
47
Dean Investment Associates
Ohio
$1.91M +$168K +2,895 +10%
AllianceBernstein
48
AllianceBernstein
Tennessee
$1.85M +$39.6K +683 +2%
PPA
49
Parametric Portfolio Associates
Washington
$1.84M +$93.8K +1,619 +5%
Invesco
50
Invesco
Georgia
$1.76M +$167K +2,889 +10%
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SCL Hedge Fund Activity: Q3 2013 in Review

149 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2013, worth a combined $737M — up 3.9% from $710M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SCL positions and 10 closed out — a net gain of 5 holders — while 67 added to existing stakes and 40 trimmed.

The largest buyer was Franklin Resources, adding an estimated $7.18M. The largest seller was Royce & Associates, cutting an estimated $20.1M.

  • 149 institutional investors held Stepan Co (SCL) as of Q3 2013, up from 145 in Q2 2013.
  • Funds reported $737M of Stepan Co stock for Q3 2013, up 3.9% quarter-over-quarter.
  • 15 funds opened new Stepan Co positions in Q3 2013 and 10 closed out, a net change of +5 holders.
  • The largest Stepan Co buyer in Q3 2013 was Franklin Resources, an estimated $7.18M added.
  • The largest Stepan Co seller in Q3 2013 was Royce & Associates, an estimated $20.1M sold.

Based on aggregated 13F filings for Q3 2013.