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Stepan Co

200 hedge funds and large institutions have $1.66B invested in Stepan Co in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 56 increasing their positions, 69 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

734% more call options, than puts

Call options by funds: $7.06M | Put options by funds: $846K

223% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 13

15% more funds holding

Funds holding: 174200 (+26)

8% more capital invested

Capital invested by funds: $1.53B → $1.66B (+$130M)

0.59% less ownership

Funds ownership: 76.85%76.27% (-0.59%)

19% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 69

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
200
Holders Change
+26
Holders Change %
+14.94%
% of All Funds
4.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
42
Increased
56
Reduced
69
Closed
13
Calls
$7.06M
Puts
$846K
Net Calls
+$6.21M
Net Calls Change
+$56K
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
26
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.88M -$2.9M -30,800 -25%
JP Morgan Chase
27
JP Morgan Chase
New York
$8.75M +$291K +3,099 +4%
ProShare Advisors
28
ProShare Advisors
Maryland
$7.63M -$4.75M -50,565 -39%
GWI
29
Grace & White Inc
New York
$7.24M -$804K -8,547 -10%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$7.21M -$441K -4,688 -6%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$6.61M +$2.5M +26,600 +64%
Legal & General Group
32
Legal & General Group
United Kingdom
$6.14M +$372K +3,957 +7%
Bank of America
33
Bank of America
North Carolina
$5.96M -$248K -2,643 -4%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$5.96M +$490K +5,215 +9%
WC
35
Walthausen & Co
New York
$5.92M -$1.2M -12,770 -17%
Morgan Stanley
36
Morgan Stanley
New York
$5.86M +$320K +3,402 +6%
PPA
37
Parametric Portfolio Associates
Washington
$5.81M +$1.48M +15,790 +36%
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$5.78M +$2.13M +22,620 +61%
MCM
39
Matarin Capital Management
New York
$5.35M +$189K +2,011 +4%
AllianceBernstein
40
AllianceBernstein
Tennessee
$4.85M +$976K +10,377 +26%
KCM
41
Kennedy Capital Management
Missouri
$4.84M +$4.69M +49,856 New
MAM
42
Martingale Asset Management
Massachusetts
$4.66M
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$4.63M +$108K +1,150 +2%
Invesco
44
Invesco
Georgia
$4.59M -$16.9M -179,263 -79%
UBS Group
45
UBS Group
Switzerland
$4.58M +$1.91M +20,353 +76%
PAM
46
Panagora Asset Management
Massachusetts
$4.55M -$1.58M -16,758 -26%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$4.53M
Swiss National Bank
48
Swiss National Bank
Switzerland
$4.39M +$555K +5,900 +15%
OKSA
49
O'Keefe Stevens Advisory
New York
$4.38M +$4.24M +45,065 New
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.35M

SCL Hedge Fund Activity: Q2 2020 in Review

200 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q2 2020, worth a combined $1.66B — up 8.5% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SCL positions and 13 closed out — a net gain of 29 holders — while 56 added to existing stakes and 69 trimmed.

The largest buyer was Prudential Financial, adding an estimated $5.64M. The largest seller was Invesco, cutting an estimated $16.9M.

  • 200 institutional investors held Stepan Co (SCL) as of Q2 2020, up from 174 in Q1 2020.
  • Funds reported $1.66B of Stepan Co stock for Q2 2020, up 8.5% quarter-over-quarter.
  • 42 funds opened new Stepan Co positions in Q2 2020 and 13 closed out, a net change of +29 holders.
  • The largest Stepan Co buyer in Q2 2020 was Prudential Financial, an estimated $5.64M added.
  • The largest Stepan Co seller in Q2 2020 was Invesco, an estimated $16.9M sold.

Based on aggregated 13F filings for Q2 2020.