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Stepan Co

195 hedge funds and large institutions have $1.66B invested in Stepan Co in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $7.91M | Put options by funds: $2.66M

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

3% more funds holding

Funds holding: 189195 (+6)

5% more capital invested

Capital invested by funds: $1.59B → $1.66B (+$74.1M)

0% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 66

0.53% less ownership

Funds ownership: 76.55%76.02% (-0.53%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
195
Holders Change
+6
Holders Change %
+3.17%
% of All Funds
4.28%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
21
Increased
66
Reduced
66
Closed
14
Calls
$7.91M
Puts
$2.66M
Net Calls
+$5.25M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
26
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$13.5M +$3.25M +34,203 +32%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$12.3M +$1M +10,570 +9%
EAM
28
Eagle Asset Management
Florida
$12.2M -$1.36M -14,338 -10%
ProShare Advisors
29
ProShare Advisors
Maryland
$11.4M -$622K -6,558 -5%
GWI
30
Grace & White Inc
New York
$9.94M -$650K -6,850 -6%
Bank of America
31
Bank of America
North Carolina
$9.49M +$458K +4,829 +5%
Allianz Asset Management
32
Allianz Asset Management
Germany
$7.56M -$8.93M -94,100 -55%
Morgan Stanley
33
Morgan Stanley
New York
$7.11M -$3.87M -40,753 -36%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$6.88M +$349K +3,677 +5%
FP
35
Foundry Partners
Minnesota
$6.73M +$696K +7,330 +12%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$5.79M +$1.33M +14,024 +31%
PPA
37
Parametric Portfolio Associates
Washington
$5.63M +$375K +3,950 +7%
MAM
38
Martingale Asset Management
Massachusetts
$5.5M +$28.5K +300 +0.5%
Legal & General Group
39
Legal & General Group
United Kingdom
$5.22M -$19.5K -206 -0.4%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.94M +$575K +6,064 +14%
WC
41
Walthausen & Co
New York
$4.89M -$2.25M -23,741 -32%
Goldman Sachs
42
Goldman Sachs
New York
$4.8M +$838K +8,830 +22%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$4.72M +$1.87M +19,704 +68%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$4.63M -$194K -2,040 -4%
OKSA
45
O'Keefe Stevens Advisory
New York
$4.54M -$1.52K -16 -0%
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
$4.5M +$925K +9,749 +27%
AllianceBernstein
47
AllianceBernstein
Tennessee
$4.03M -$346K -3,650 -8%
American Century Companies
48
American Century Companies
Missouri
$3.85M +$3.76M +39,638 New
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$3.78M -$9.49K -100 -0.3%
Ohio Public Employees Retirement System (OPERS)
50
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.77M -$6.36K -67 -0.2%

SCL Hedge Fund Activity: Q3 2019 in Review

195 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2019, worth a combined $1.66B — up 4.7% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SCL positions and 14 closed out — a net gain of 7 holders — while 66 added to existing stakes and 66 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.25M. The largest seller was Allianz Asset Management, cutting an estimated $8.93M.

  • 195 institutional investors held Stepan Co (SCL) as of Q3 2019, up from 189 in Q2 2019.
  • Funds reported $1.66B of Stepan Co stock for Q3 2019, up 4.7% quarter-over-quarter.
  • 21 funds opened new Stepan Co positions in Q3 2019 and 14 closed out, a net change of +7 holders.
  • The largest Stepan Co buyer in Q3 2019 was Wells Fargo, an estimated $4.25M added.
  • The largest Stepan Co seller in Q3 2019 was Allianz Asset Management, an estimated $8.93M sold.

Based on aggregated 13F filings for Q3 2019.