Stepan Co
194 hedge funds and large institutions have $1.12B invested in Stepan Co in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 21 closing their positions.
57% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 21
4% more funds holding
Funds holding: 187 → 194 (+7)
1.33% more ownership
Funds ownership: 61.91% → 63.24% (+1.3%)
8% more call options, than puts
Call options by funds: $1.9M | Put options by funds: $1.76M
6% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 65
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $1.13B → $1.12B (-$12.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$197M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$15.1M |
| 3 |
HAM
Hillcrest Asset Management
Plano,
Texas
|
+$11M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.9M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$5.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$13.3M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$6.54M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$6.08M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$5.26M |
| 5 |
NAP
New Amsterdam Partners
New York
|
-$4.84M |
SCL Hedge Fund Activity: Q1 2017 in Review
194 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q1 2017, worth a combined $1.12B — down 1.1% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SCL positions and 21 closed out — a net gain of 12 holders — while 69 added to existing stakes and 65 trimmed.
The largest buyer was BlackRock, adding an estimated $197M. The largest seller was Allianz Asset Management, cutting an estimated $13.3M.
- 194 institutional investors held Stepan Co (SCL) as of Q1 2017, up from 187 in Q4 2016.
- Funds reported $1.12B of Stepan Co stock for Q1 2017, down 1.1% quarter-over-quarter.
- 33 funds opened new Stepan Co positions in Q1 2017 and 21 closed out, a net change of +12 holders.
- The largest Stepan Co buyer in Q1 2017 was BlackRock, an estimated $197M added.
- The largest Stepan Co seller in Q1 2017 was Allianz Asset Management, an estimated $13.3M sold.
Based on aggregated 13F filings for Q1 2017.