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Stepan Co
SCL

138 hedge funds and large institutions have $855M invested in Stepan Co in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 46

16% more capital invested

Capital invested by funds: $737M → $855M (+$118M)

0.13% more ownership

Funds ownership: 57.62% → 57.75% (+0.13%)

7% less funds holding

Funds holding: 149 → 138 (-11)

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
138
Holders Change
-11
Holders Change %
-7.38%
% of All Funds
4.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
58
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
+$20.1M
2
TAM
Third Avenue Management
New York
+$5.11M
3
Franklin Resources
Franklin Resources
California
+$4.83M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.38M
5
BFA
BlackRock Fund Advisors
California
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$11.6M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$3.82M
3
Goldman Sachs
Goldman Sachs
New York
-$3.77M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$2.05M
5
NC
Nicholas Company
Wisconsin
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
51
Dean Investment Associates
Ohio
$2.17M -$7.75K -127 -0.4%
Macquarie Group
52
Macquarie Group
Australia
$2.11M +$188K +3,085 +11%
AllianceBernstein
53
AllianceBernstein
Tennessee
$2.08M -$24.4K -400 -1%
MDCM
54
Morgan Dempsey Capital Management
Wisconsin
$1.85M +$50.6K +830 +3%
TA
55
Teachers Advisors
New York
$1.84M +$43.3K +710 +3%
ERSOT
56
Employees Retirement System of Texas
Texas
$1.69M – – –
BG
57
BlackRock Group
United Kingdom
$1.56M +$77.1K +1,263 +6%
NFA
58
Nationwide Fund Advisors
Ohio
$1.56M -$27.9K -457 -2%
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.55M +$79K +1,295 +6%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$1.45M +$29.5K +484 +2%
RJA
61
Raymond James & Associates
Florida
$1.33M -$9.7K -159 -0.8%
OSAM
62
O'Shaughnessy Asset Management
Connecticut
$1.32M -$218K -3,575 -15%
TPSF
63
Texas Permanent School Fund
Texas
$1.31M -$8.36K -137 -0.7%
State of Tennessee, Department of Treasury
64
State of Tennessee, Department of Treasury
Tennessee
$1.31M +$79.3K +1,300 +7%
Comerica Bank
65
Comerica Bank
Texas
$1.3M -$61.8K -1,013 -5%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$1.22M – – –
U
67
UBS
Switzerland
$1.18M +$92.1K +1,510 +9%
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$1.07M +$89.5K +1,466 +10%
Swiss National Bank
69
Swiss National Bank
Switzerland
$1.01M – – –
Bank of America
70
Bank of America
North Carolina
$1.01M +$160K +2,615 +21%
ASRS
71
Arizona State Retirement System
Arizona
$991K -$116K -1,900 -11%
BFO
72
Boston Family Office
Massachusetts
$986K +$90.7K +1,486 +11%
CS
73
Credit Suisse
Switzerland
$974K +$98.1K +1,607 +12%
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$952K – – –
AIG
75
American International Group
New York
$949K +$5.92K +97 +0.7%
1 2
3
4 5

SCL Hedge Fund Activity: Q4 2013 in Review

138 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2013, worth a combined $855M — up 16% from $737M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of SCL and 10 opened new positions — a net loss of 11 holders — while 46 trimmed existing stakes and 58 added.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $20.1M. The largest seller was Royce & Associates, cutting an estimated $11.6M.

  • 138 institutional investors held Stepan Co (SCL) as of Q4 2013, down from 149 in Q3 2013.
  • Funds reported $855M of Stepan Co stock for Q4 2013, up 16% quarter-over-quarter.
  • 10 funds opened new Stepan Co positions in Q4 2013 and 21 closed out, a net change of -11 holders.
  • The largest Stepan Co buyer in Q4 2013 was Silvercrest Asset Management, an estimated $20.1M added.
  • The largest Stepan Co seller in Q4 2013 was Royce & Associates, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2013.