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Stepan Co
SCL

170 hedge funds and large institutions have $715M invested in Stepan Co in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $623K | Put options by funds: $206K

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

32% more capital invested

Capital invested by funds: $543M → $715M (+$172M)

6% more funds holding

Funds holding: 160 → 170 (+10)

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

0.62% more ownership

Funds ownership: 58.76% → 59.38% (+0.62%)

Holders
170
Holders Change
+10
Holders Change %
+6.25%
% of All Funds
4.58%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
62
Reduced
61
Closed
12
Calls
$623K
Puts
$206K
Net Calls
+$417K
Net Calls Change
+$417K

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$21.7M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.64M
3
JP Morgan Chase
JP Morgan Chase
New York
+$3.61M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.53M
5
ZIM
ZPR Investment Management
Florida
+$3.04M

Top Sellers

Rank Fund Capital Flow
1
NC
Nicholas Company
Wisconsin
-$27.7M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$4.03M
3
PTC
Philadelphia Trust Company
Pennsylvania
-$2.58M
4
TAM
Third Avenue Management
New York
-$2.47M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$6.1M +$2.42M +49,012 +77%
TCIM
27
TIAA CREF Investment Management
New York
$5.89M -$362K -7,329 -6%
Charles Schwab
28
Charles Schwab
California
$5.43M +$391K +7,935 +9%
ZIM
29
ZPR Investment Management
Florida
$5.21M +$3.04M +61,563 +177%
Morgan Stanley
30
Morgan Stanley
New York
$5.1M +$1.82M +36,902 +64%
JP Morgan Chase
31
JP Morgan Chase
New York
$4.81M +$3.61M +73,250 +467%
Citadel Advisors
32
Citadel Advisors
Florida
$4.8M -$2.15M -43,535 -33%
TC
33
TFS Capital
Pennsylvania
$4.45M +$870K +17,637 +27%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$4.29M -$1.41M -28,640 -27%
BIM
35
BlackRock Investment Management
Delaware
$4.14M +$409K +8,282 +12%
GKIM
36
GW&K Investment Management
Massachusetts
$4.08M +$121K +2,447 +3%
First Trust Advisors
37
First Trust Advisors
Illinois
$3.61M -$752K -15,240 -19%
Two Sigma Investments
38
Two Sigma Investments
New York
$3.51M +$177K +3,583 +6%
PAM
39
Panagora Asset Management
Massachusetts
$3.44M +$2.06M +41,696 +190%
ERSOT
40
Employees Retirement System of Texas
Texas
$3.4M – – –
KCM
41
Kennedy Capital Management
Missouri
$3.38M +$1.19M +24,029 +63%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$3.37M +$183K +3,700 +6%
RFC
43
Russell Frank Company
Washington
$3.3M +$934K +18,927 +45%
MCM
44
Matarin Capital Management
New York
$3.03M -$32.9K -666 -1%
ETM
45
Euclidean Technologies Management
Washington
$2.96M – – –
Renaissance Technologies
46
Renaissance Technologies
New York
$2.94M -$908K -18,407 -25%
Invesco
47
Invesco
Georgia
$2.66M -$767K -15,546 -24%
SFM
48
Systematic Financial Management
New Jersey
$2.52M -$415K -8,417 -15%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$2.44M +$1.54M +31,185 +225%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$2.36M -$374K -7,590 -15%
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SCL Hedge Fund Activity: Q2 2015 in Review

170 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q2 2015, worth a combined $715M — up 32% from $543M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SCL positions and 12 closed out — a net gain of 10 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was Franklin Resources, adding an estimated $21.7M. The largest seller was Nicholas Company, exiting entirely with an estimated $27.7M sold.

  • 170 institutional investors held Stepan Co (SCL) as of Q2 2015, up from 160 in Q1 2015.
  • Funds reported $715M of Stepan Co stock for Q2 2015, up 32% quarter-over-quarter.
  • 22 funds opened new Stepan Co positions in Q2 2015 and 12 closed out, a net change of +10 holders.
  • The largest Stepan Co buyer in Q2 2015 was Franklin Resources, an estimated $21.7M added.
  • The largest Stepan Co seller in Q2 2015 was Nicholas Company, an estimated $27.7M sold.

Based on aggregated 13F filings for Q2 2015.