SCL icon

Stepan Co
SCL

Overview Fund Activity

142 hedge funds and large institutions have $842M invested in Stepan Co in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 52 reducing their positions, and 10 closing their positions.

Holders
142
Holders Change
+4
Holders Change %
+2.9%
% of All Funds
4.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
14
Increased
49
Reduced
52
Closed
10
Calls
–
Puts
$252K
Net Calls
-$252K
Net Calls Change
-$252K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$48.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$86.9M
3
SAM
3
Silvercrest Asset Management
New York
$24M
4
TC
4
TFS Capital
Pennsylvania
$4.59M
5
PCM
5
Piermont Capital Management
Missouri
$2.05M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$1.72M
2
RA
2
Royce & Associates
New York
$64.5M
3
SIC
3
Schwartz Investment Counsel
Michigan
$0
4
LSV Asset Management
4
LSV Asset Management
Illinois
$11.3M
5
HAI
5
Hennessy Advisors Inc
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TC
26
TFS Capital
Pennsylvania
$4.59M 71,114 +35,999 +103%
BIM
27
BlackRock Investment Management
Delaware
$4.35M 67,440 +801 +1%
Charles Schwab
28
Charles Schwab
California
$4.33M 67,004 -2,736 -4%
Prudential Financial
29
Prudential Financial
New Jersey
$4.1M 63,560 -5,800 -8%
Goldman Sachs
30
Goldman Sachs
New York
$4.09M 63,294 +6,336 +11%
Renaissance Technologies
31
Renaissance Technologies
New York
$3.91M 60,600 +6,800 +13%
FTIOP
32
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.9M 60,424 +3,189 +6%
MOACM
33
Mutual of America Capital Management
New York
$3.49M 54,004 – –
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$3.33M 52,190 +14,090 +37%
Invesco
35
Invesco
Georgia
$3.12M 48,282 -2,776 -5%
MAA
36
Managed Account Advisors
New Jersey
$3.08M 47,677 -2,438 -5%
DIA
37
Dean Investment Associates
Ohio
$2.88M 44,618 +11,585 +35%
Macquarie Group
38
Macquarie Group
Australia
$2.85M 44,075 +11,870 +37%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$2.67M 41,322 – –
New York State Teachers Retirement System (NYSTRS)
40
New York State Teachers Retirement System (NYSTRS)
New York
$2.59M 40,145 -500 -1%
Morgan Stanley
41
Morgan Stanley
New York
$2.59M 40,039 -30,628 -43%
KCM
42
Kennedy Capital Management
Missouri
$2.54M 39,358 +30,333 +336%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.47M 38,296 -7,900 -17%
MDCM
44
Morgan Dempsey Capital Management
Wisconsin
$2.3M 35,646 +7,407 +26%
PPA
45
Parametric Portfolio Associates
Washington
$2.25M 34,900 +860 +3%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$2.21M 34,291 +200 +0.6%
WSCM
47
Wellington Shields Capital Management
New York
$2.21M 34,200 -154 -0.4%
RP
48
Reinhart Partners
Wisconsin
$2.19M 33,897 -2,223 -6%
PCM
49
Piermont Capital Management
Missouri
$2.05M 31,780 +31,780 New
AllianceBernstein
50
AllianceBernstein
Tennessee
$2M 31,030 -700 -2%
1
2
3 4 5