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Stepan Co
SCL

138 hedge funds and large institutions have $855M invested in Stepan Co in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 46

16% more capital invested

Capital invested by funds: $737M → $855M (+$118M)

0.13% more ownership

Funds ownership: 57.62% → 57.75% (+0.13%)

7% less funds holding

Funds holding: 149 → 138 (-11)

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
138
Holders Change
-11
Holders Change %
-7.38%
% of All Funds
4.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
58
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
+$20.1M
2
TAM
Third Avenue Management
New York
+$5.11M
3
Franklin Resources
Franklin Resources
California
+$4.83M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.38M
5
BFA
BlackRock Fund Advisors
California
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$11.6M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$3.82M
3
Goldman Sachs
Goldman Sachs
New York
-$3.77M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$2.05M
5
NC
Nicholas Company
Wisconsin
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWI
26
Grace & White Inc
New York
$6.46M -$256K -4,200 -4%
TCIM
27
TIAA CREF Investment Management
New York
$5.34M -$94.2K -1,544 -2%
SIC
28
Schwartz Investment Counsel
Michigan
$5.25M – – –
Morgan Stanley
29
Morgan Stanley
New York
$4.64M -$1.2M -19,738 -22%
Charles Schwab
30
Charles Schwab
California
$4.58M +$203K +3,320 +5%
Prudential Financial
31
Prudential Financial
New Jersey
$4.55M +$186K +3,040 +5%
BIM
32
BlackRock Investment Management
Delaware
$4.37M -$76.6K -1,256 -2%
HAI
33
Hennessy Advisors Inc
California
$4.32M -$220K -3,600 -5%
FTIOP
34
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.76M +$971K +15,905 +38%
Goldman Sachs
35
Goldman Sachs
New York
$3.74M -$3.77M -61,802 -52%
MOACM
36
Mutual of America Capital Management
New York
$3.54M +$52.4K +858 +2%
Renaissance Technologies
37
Renaissance Technologies
New York
$3.53M +$256K +4,200 +8%
Invesco
38
Invesco
Georgia
$3.35M +$1.26M +20,632 +68%
MAA
39
Managed Account Advisors
New Jersey
$3.29M -$247K -4,044 -7%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.03M +$30.5K +500 +1%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$2.85M -$53.7K -880 -2%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$2.71M – – –
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$2.67M -$12.2K -200 -0.5%
JP Morgan Chase
44
JP Morgan Chase
New York
$2.6M -$224K -3,676 -8%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$2.54M +$63.1K +1,034 +3%
RP
46
Reinhart Partners
Wisconsin
$2.37M +$80.2K +1,315 +4%
TC
47
TFS Capital
Pennsylvania
$2.31M +$1.63M +26,774 +321%
WSCM
48
Wellington Shields Capital Management
New York
$2.25M -$12.1K -199 -0.6%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$2.24M +$12.2K +200 +0.6%
PPA
50
Parametric Portfolio Associates
Washington
$2.23M +$133K +2,173 +7%
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SCL Hedge Fund Activity: Q4 2013 in Review

138 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2013, worth a combined $855M — up 16% from $737M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of SCL and 10 opened new positions — a net loss of 11 holders — while 46 trimmed existing stakes and 58 added.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $20.1M. The largest seller was Royce & Associates, cutting an estimated $11.6M.

  • 138 institutional investors held Stepan Co (SCL) as of Q4 2013, down from 149 in Q3 2013.
  • Funds reported $855M of Stepan Co stock for Q4 2013, up 16% quarter-over-quarter.
  • 10 funds opened new Stepan Co positions in Q4 2013 and 21 closed out, a net change of -11 holders.
  • The largest Stepan Co buyer in Q4 2013 was Silvercrest Asset Management, an estimated $20.1M added.
  • The largest Stepan Co seller in Q4 2013 was Royce & Associates, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2013.