We are live on ! Find out more
SCL icon

Stepan Co

200 hedge funds and large institutions have $1.26B invested in Stepan Co in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

33% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 61

12% more capital invested

Capital invested by funds: $1.12B → $1.26B (+$139M)

3% more funds holding

Funds holding: 194200 (+6)

0.94% more ownership

Funds ownership: 63.24%64.18% (+0.94%)

22% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.3M

Holders
200
Holders Change
+6
Holders Change %
+3.09%
% of All Funds
4.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
81
Reduced
61
Closed
17
Calls
$1.01M
Puts
$1.3M
Net Calls
-$290K
Net Calls Change
-$423K
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$11M +$2.01M +23,870 +23%
Bank of America
27
Bank of America
North Carolina
$10.3M -$72K -856 -0.7%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$9.86M +$4.83M +57,455 +103%
FP
29
Foundry Partners
Minnesota
$8.74M +$618K +7,349 +8%
MCM
30
Matarin Capital Management
New York
$8.48M -$758K -9,015 -8%
WC
31
Walthausen & Co
New York
$7.93M -$37K -440 -0.5%
Morgan Stanley
32
Morgan Stanley
New York
$7.88M -$2.49M -29,582 -25%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$7.56M -$9M -107,001 -55%
ProShare Advisors
34
ProShare Advisors
Maryland
$7.48M +$86.4K +1,028 +1%
MAM
35
Martingale Asset Management
Massachusetts
$7.11M +$286K +3,399 +4%
UBS Group
36
UBS Group
Switzerland
$6.6M +$3.13M +37,242 +97%
JP Morgan Chase
37
JP Morgan Chase
New York
$6.39M -$6.22M -73,986 -50%
AQR Capital Management
38
AQR Capital Management
Connecticut
$6M -$943K -11,213 -14%
Barrow, Hanley, Mewhinney & Strauss
39
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.97M
Invesco
40
Invesco
Georgia
$5.69M -$121K -1,434 -2%
Franklin Resources
41
Franklin Resources
California
$5.66M -$2.94M -35,000 -35%
PPA
42
Parametric Portfolio Associates
Washington
$5.44M +$532K +6,325 +11%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$5.16M
Goldman Sachs
44
Goldman Sachs
New York
$4.9M -$399K -4,745 -8%
American Century Companies
45
American Century Companies
Missouri
$4.74M +$2.81M +33,471 +160%
CCMH
46
Cornerstone Capital Management Holdings
New York
$4.67M +$505K +6,000 +13%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$3.84M -$97.8K -1,163 -3%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$3.82M -$454K -5,400 -11%
AIM
49
Alambic Investment Management
California
$3.81M +$324K +3,850 +10%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$3.56M -$8.41K -100 -0.2%

SCL Hedge Fund Activity: Q2 2017 in Review

200 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q2 2017, worth a combined $1.26B — up 12% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SCL positions and 17 closed out — a net gain of 7 holders — while 81 added to existing stakes and 61 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $12.7M. The largest seller was Arrowstreet Capital, cutting an estimated $9M.

  • 200 institutional investors held Stepan Co (SCL) as of Q2 2017, up from 194 in Q1 2017.
  • Funds reported $1.26B of Stepan Co stock for Q2 2017, up 12% quarter-over-quarter.
  • 24 funds opened new Stepan Co positions in Q2 2017 and 17 closed out, a net change of +7 holders.
  • The largest Stepan Co buyer in Q2 2017 was HighTower Advisors, an estimated $12.7M added.
  • The largest Stepan Co seller in Q2 2017 was Arrowstreet Capital, an estimated $9M sold.

Based on aggregated 13F filings for Q2 2017.