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Stepan Co
SCL

197 hedge funds and large institutions have $1.37B invested in Stepan Co in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

15% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 66

12% more capital invested

Capital invested by funds: $1.23B → $1.37B (+$143M)

3% more funds holding

Funds holding: 192 → 197 (+5)

0.49% more ownership

Funds ownership: 69.75% → 70.23% (+0.49%)

58% less call options, than puts

Call options by funds: $1.48M | Put options by funds: $3.5M

Holders
197
Holders Change
+5
Holders Change %
+2.6%
% of All Funds
4.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
76
Reduced
66
Closed
13
Calls
$1.48M
Puts
$3.5M
Net Calls
-$2.02M
Net Calls Change
+$19K

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$7.44M
2
BlackRock
BlackRock
New York
+$7.25M
3
ACM
Atlanta Capital Management
Georgia
+$4.31M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.28M
5
Morgan Stanley
Morgan Stanley
New York
+$3.6M

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$6.63M
2
SBH
Segall Bryant & Hamill
Illinois
-$6.2M
3
American Century Companies
American Century Companies
Missouri
-$6.05M
4
TCIM
TIAA CREF Investment Management
New York
-$4.58M
5
DIA
Dean Investment Associates
Ohio
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
26
Personal Capital Advisors
California
$10.2M +$313K +3,632 +3%
GWI
27
Grace & White Inc
New York
$9.6M – – –
Man Group
28
Man Group
United Kingdom
$9.32M -$689K -8,000 -7%
Wells Fargo
29
Wells Fargo
California
$8.67M +$419K +4,868 +5%
WC
30
Walthausen & Co
New York
$8M +$7.91M +91,898 New
Morgan Stanley
31
Morgan Stanley
New York
$7.89M +$3.6M +41,817 +86%
UBS Group
32
UBS Group
Switzerland
$7.76M -$399K -4,629 -5%
Bank of America
33
Bank of America
North Carolina
$7.72M -$850K -9,872 -10%
BCM
34
Bridgeway Capital Management
Texas
$7.61M – – –
ProShare Advisors
35
ProShare Advisors
Maryland
$7.46M -$220K -2,559 -3%
Goldman Sachs
36
Goldman Sachs
New York
$7.13M +$624K +7,240 +10%
Invesco
37
Invesco
Georgia
$6.66M +$1.72M +19,961 +35%
MAM
38
Martingale Asset Management
Massachusetts
$6.55M -$431 -5 -0%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$6.23M +$488K +5,667 +9%
USAA
40
United Services Automobile Association
Texas
$6M +$1M +11,621 +20%
JP Morgan Chase
41
JP Morgan Chase
New York
$5.61M -$3.3M -38,290 -37%
TCIM
42
TIAA CREF Investment Management
New York
$5.54M -$4.58M -53,231 -46%
Barrow, Hanley, Mewhinney & Strauss
43
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.06M -$555K -6,447 -10%
AQR Capital Management
44
AQR Capital Management
Connecticut
$4.89M -$535K -6,210 -10%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$4.74M +$36K +418 +0.8%
Deutsche Bank
46
Deutsche Bank
Germany
$4.7M -$1.64M -19,000 -26%
PPA
47
Parametric Portfolio Associates
Washington
$4.21M +$288K +3,344 +7%
Hotchkis & Wiley Capital Management
48
Hotchkis & Wiley Capital Management
California
$4.2M +$1.11M +12,919 +37%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$4.14M -$512K -5,948 -11%
Legal & General Group
50
Legal & General Group
United Kingdom
$4.12M +$338K +3,927 +9%
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SCL Hedge Fund Activity: Q3 2018 in Review

197 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2018, worth a combined $1.37B — up 12% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SCL positions and 13 closed out — a net gain of 6 holders — while 76 added to existing stakes and 66 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $7.44M. The largest seller was Federated Hermes, cutting an estimated $6.63M.

  • 197 institutional investors held Stepan Co (SCL) as of Q3 2018, up from 192 in Q2 2018.
  • Funds reported $1.37B of Stepan Co stock for Q3 2018, up 12% quarter-over-quarter.
  • 19 funds opened new Stepan Co positions in Q3 2018 and 13 closed out, a net change of +6 holders.
  • The largest Stepan Co buyer in Q3 2018 was AllianceBernstein, an estimated $7.44M added.
  • The largest Stepan Co seller in Q3 2018 was Federated Hermes, an estimated $6.63M sold.

Based on aggregated 13F filings for Q3 2018.