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Stepan Co
SCL

160 hedge funds and large institutions have $543M invested in Stepan Co in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 42

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

3% more funds holding

Funds holding: 155 → 160 (+5)

4% more capital invested

Capital invested by funds: $520M → $543M (+$22.7M)

0.39% more ownership

Funds ownership: 58.36% → 58.76% (+0.39%)

Holders
160
Holders Change
+5
Holders Change %
+3.23%
% of All Funds
4.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
72
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BA
BlackRock Advisors
Delaware
+$8.54M
2
Prudential Financial
Prudential Financial
New Jersey
+$6.45M
3
NAP
New Amsterdam Partners
New York
+$4.75M
4
DVM
Dreman Value Management
Florida
+$3.67M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$18.3M
2
Franklin Resources
Franklin Resources
California
-$11.3M
3
NC
Nicholas Company
Wisconsin
-$5.65M
4
TAM
Third Avenue Management
New York
-$5.15M
5
GKIM
GW&K Investment Management
Massachusetts
-$3.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$4.84M +$537K +13,480 +13%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$4.5M +$2.76M +69,386 +180%
Charles Schwab
28
Charles Schwab
California
$3.85M +$516K +12,950 +16%
DVM
29
Dreman Value Management
Florida
$3.84M +$3.67M +92,081 New
First Trust Advisors
30
First Trust Advisors
Illinois
$3.42M +$1M +25,142 +44%
GKIM
31
GW&K Investment Management
Massachusetts
$3.04M -$3.6M -90,360 -55%
Renaissance Technologies
32
Renaissance Technologies
New York
$3.03M -$79.3K -1,993 -3%
BIM
33
BlackRock Investment Management
Delaware
$2.84M +$46.9K +1,177 +2%
SIP
34
Stoneridge Investment Partners
Pennsylvania
$2.75M +$2.62M +65,928 New
Invesco
35
Invesco
Georgia
$2.7M +$603K +15,152 +31%
TC
36
TFS Capital
Pennsylvania
$2.69M -$880K -22,098 -25%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$2.65M +$1.08M +27,055 +74%
ERSOT
38
Employees Retirement System of Texas
Texas
$2.62M – – –
PTC
39
Philadelphia Trust Company
Pennsylvania
$2.58M +$1.78M +44,700 +261%
Two Sigma Investments
40
Two Sigma Investments
New York
$2.55M +$140K +3,525 +6%
TAM
41
Third Avenue Management
New York
$2.47M -$5.15M -129,274 -69%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$2.44M -$43.8K -1,100 -2%
Morgan Stanley
43
Morgan Stanley
New York
$2.39M -$1.89M -47,538 -45%
MCM
44
Matarin Capital Management
New York
$2.36M +$482K +12,104 +27%
SFM
45
Systematic Financial Management
New Jersey
$2.29M +$31.1K +780 +1%
ETM
46
Euclidean Technologies Management
Washington
$2.28M +$932K +23,418 +75%
CS
47
Credit Suisse
Switzerland
$2.18M -$495K -12,444 -19%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$2.03M – – –
MAA
49
Managed Account Advisors
New Jersey
$1.9M +$274K +6,884 +18%
Deutsche Bank
50
Deutsche Bank
Germany
$1.89M +$146K +3,668 +9%
1
2
3 4 5

SCL Hedge Fund Activity: Q1 2015 in Review

160 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q1 2015, worth a combined $543M — up 4.4% from $520M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SCL positions and 12 closed out — a net gain of 8 holders — while 72 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $8.54M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $18.3M sold.

  • 160 institutional investors held Stepan Co (SCL) as of Q1 2015, up from 155 in Q4 2014.
  • Funds reported $543M of Stepan Co stock for Q1 2015, up 4.4% quarter-over-quarter.
  • 20 funds opened new Stepan Co positions in Q1 2015 and 12 closed out, a net change of +8 holders.
  • The largest Stepan Co buyer in Q1 2015 was BlackRock Advisors, an estimated $8.54M added.
  • The largest Stepan Co seller in Q1 2015 was Neuberger Berman Group, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2015.