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Stepan Co
SCL

155 hedge funds and large institutions have $520M invested in Stepan Co in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

28% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 46

5% more funds holding

Funds holding: 148 → 155 (+7)

0.55% less ownership

Funds ownership: 58.92% → 58.36% (-0.55%)

11% less capital invested

Capital invested by funds: $583M → $520M (-$62.7M)

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
4.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
59
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$4.17M
2
Norges Bank
Norges Bank
Norway
+$4.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.35M
4
LSV Asset Management
LSV Asset Management
Illinois
+$2.44M
5
Morgan Stanley
Morgan Stanley
New York
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
TAM
Third Avenue Management
New York
-$17M
2
RA
Royce & Associates
New York
-$12.3M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$11.9M
4
Franklin Resources
Franklin Resources
California
-$3.31M
5
BIT
BlackRock Institutional Trust
California
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$4.64M +$21.9K +515 +0.4%
Morgan Stanley
27
Morgan Stanley
New York
$4.21M +$2.28M +53,742 +105%
TCIM
28
TIAA CREF Investment Management
New York
$4.12M +$467K +11,005 +12%
TC
29
TFS Capital
Pennsylvania
$3.48M +$1.78M +41,879 +93%
Charles Schwab
30
Charles Schwab
California
$3.18M +$215K +5,065 +7%
Renaissance Technologies
31
Renaissance Technologies
New York
$3M -$773K -18,200 -20%
BIM
32
BlackRock Investment Management
Delaware
$2.69M -$20.1K -474 -0.7%
CS
33
Credit Suisse
Switzerland
$2.6M +$901K +21,209 +49%
ERSOT
34
Employees Retirement System of Texas
Texas
$2.52M – – –
Two Sigma Advisers
35
Two Sigma Advisers
New York
$2.39M +$1.06M +25,000 +72%
Two Sigma Investments
36
Two Sigma Investments
New York
$2.31M +$917K +21,589 +60%
First Trust Advisors
37
First Trust Advisors
Illinois
$2.28M +$627K +14,775 +35%
SFM
38
Systematic Financial Management
New Jersey
$2.17M +$210K +4,940 +10%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$2.03M – – –
Invesco
40
Invesco
Georgia
$1.99M -$315K -7,414 -13%
MCM
41
Matarin Capital Management
New York
$1.78M +$1.89M +44,472 New
MAM
42
Martingale Asset Management
Massachusetts
$1.69M +$53.2K +1,252 +3%
Deutsche Bank
43
Deutsche Bank
Germany
$1.67M +$607K +14,300 +52%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$1.59M – – –
MAA
45
Managed Account Advisors
New Jersey
$1.55M -$310K -7,302 -16%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$1.55M – – –
GC
47
Guggenheim Capital
Illinois
$1.53M +$1.24M +29,189 +321%
Comerica Bank
48
Comerica Bank
Texas
$1.51M +$795K +18,719 +99%
PCM
49
Piermont Capital Management
Missouri
$1.5M -$20K -470 -1%
SCA
50
Secor Capital Advisors
New York
$1.49M +$1.1M +25,810 +226%
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SCL Hedge Fund Activity: Q4 2014 in Review

155 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2014, worth a combined $520M — down 11% from $583M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SCL positions and 14 closed out — a net gain of 8 holders — while 59 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $4.17M. The largest seller was Third Avenue Management, cutting an estimated $17M.

  • 155 institutional investors held Stepan Co (SCL) as of Q4 2014, up from 148 in Q3 2014.
  • Funds reported $520M of Stepan Co stock for Q4 2014, down 11% quarter-over-quarter.
  • 22 funds opened new Stepan Co positions in Q4 2014 and 14 closed out, a net change of +8 holders.
  • The largest Stepan Co buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $4.17M added.
  • The largest Stepan Co seller in Q4 2014 was Third Avenue Management, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2014.