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Stepan Co
SCL

148 hedge funds and large institutions have $583M invested in Stepan Co in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 41

0.42% more ownership

Funds ownership: 58.5% → 58.92% (+0.42%)

1% less funds holding

Funds holding: 150 → 148 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

16% less capital invested

Capital invested by funds: $691M → $583M (-$109M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $444K

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
4.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
67
Reduced
41
Closed
15
Calls
–
Puts
$444K
Net Calls
-$444K
Net Calls Change
+$85K

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$6.48M
2
TAM
Third Avenue Management
New York
+$5.42M
3
NC
Nicholas Company
Wisconsin
+$4.98M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.52M
5
Prudential Financial
Prudential Financial
New Jersey
+$3.49M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$8.16M
2
Norges Bank
Norges Bank
Norway
-$8.11M
3
RA
Royce & Associates
New York
-$6.71M
4
SAM
Silvercrest Asset Management
New York
-$6.52M
5
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
51
Two Sigma Advisers
New York
$1.54M +$1.16M +23,700 +216%
AllianceBernstein
52
AllianceBernstein
Tennessee
$1.38M – – –
WSCM
53
Wellington Shields Capital Management
New York
$1.37M – – –
PPA
54
Parametric Portfolio Associates
Washington
$1.36M +$25.8K +527 +2%
MC
55
Menta Capital
California
$1.29M +$1.43M +29,100 New
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$1.27M +$4.41K +90 +0.3%
TA
57
Teachers Advisors
New York
$1.24M – – –
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.22M -$21.1K -431 -2%
Deutsche Bank
59
Deutsche Bank
Germany
$1.22M +$567K +11,585 +73%
LCP
60
Lombardia Capital Partners
California
$1.21M +$1.33M +27,148 New
NFA
61
Nationwide Fund Advisors
Ohio
$1.03M -$29.8K -608 -3%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$994K +$122K +2,482 +12%
RJA
63
Raymond James & Associates
Florida
$959K +$29.8K +608 +3%
Swiss National Bank
64
Swiss National Bank
Switzerland
$941K – – –
Tudor Investment Corp
65
Tudor Investment Corp
Connecticut
$908K +$210K +4,287 +26%
PTC
66
Philadelphia Trust Company
Pennsylvania
$879K +$970K +19,800 New
U
67
UBS
Switzerland
$856K +$21.2K +432 +2%
OA
68
OFI Advisors
Pennsylvania
$852K +$110K +2,236 +13%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$850K -$5.88K -120 -0.6%
Comerica Bank
70
Comerica Bank
Texas
$839K +$9.6K +196 +1%
Goldman Sachs
71
Goldman Sachs
New York
$835K -$594K -12,134 -39%
JP Morgan Chase
72
JP Morgan Chase
New York
$786K +$72.6K +1,483 +9%
TPSF
73
Texas Permanent School Fund
Texas
$772K -$89.6K -1,829 -10%
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$728K – – –
Wells Fargo
75
Wells Fargo
California
$686K +$5.49K +112 +0.7%
1 2
3
4 5

SCL Hedge Fund Activity: Q3 2014 in Review

148 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2014, worth a combined $583M — down 16% from $691M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SCL and 13 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 67 added.

The largest buyer was Franklin Resources, adding an estimated $6.48M. The largest seller was Neuberger Berman Group, cutting an estimated $8.16M.

  • 148 institutional investors held Stepan Co (SCL) as of Q3 2014, down from 150 in Q2 2014.
  • Funds reported $583M of Stepan Co stock for Q3 2014, down 16% quarter-over-quarter.
  • 13 funds opened new Stepan Co positions in Q3 2014 and 15 closed out, a net change of -2 holders.
  • The largest Stepan Co buyer in Q3 2014 was Franklin Resources, an estimated $6.48M added.
  • The largest Stepan Co seller in Q3 2014 was Neuberger Berman Group, an estimated $8.16M sold.

Based on aggregated 13F filings for Q3 2014.