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Stepan Co
SCL

155 hedge funds and large institutions have $520M invested in Stepan Co in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

28% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 46

5% more funds holding

Funds holding: 148 → 155 (+7)

0.55% less ownership

Funds ownership: 58.92% → 58.36% (-0.55%)

11% less capital invested

Capital invested by funds: $583M → $520M (-$62.7M)

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
4.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
59
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$4.17M
2
Norges Bank
Norges Bank
Norway
+$4.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.35M
4
LSV Asset Management
LSV Asset Management
Illinois
+$2.44M
5
Morgan Stanley
Morgan Stanley
New York
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
TAM
Third Avenue Management
New York
-$17M
2
RA
Royce & Associates
New York
-$12.3M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$11.9M
4
Franklin Resources
Franklin Resources
California
-$3.31M
5
BIT
BlackRock Institutional Trust
California
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$1.47M +$1.17M +27,661 +307%
Jacobs Levy Equity Management
52
Jacobs Levy Equity Management
New Jersey
$1.47M +$1.56M +36,667 New
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.44M – – –
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$1.43M +$6.46K +152 +0.4%
KCM
55
Kennedy Capital Management
Missouri
$1.41M -$35.9K -846 -2%
MDCM
56
Morgan Dempsey Capital Management
Wisconsin
$1.34M -$315K -7,411 -18%
PPA
57
Parametric Portfolio Associates
Washington
$1.29M +$62.5K +1,471 +5%
ETM
58
Euclidean Technologies Management
Washington
$1.25M +$1.33M +31,235 New
AllianceBernstein
59
AllianceBernstein
Tennessee
$1.24M – – –
WSCM
60
Wellington Shields Capital Management
New York
$1.23M – – –
BG
61
BlackRock Group
United Kingdom
$1.21M -$419K -9,864 -25%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$1.18M +$31K +730 +3%
LCP
63
Lombardia Capital Partners
California
$1.12M +$38.2K +899 +3%
TA
64
Teachers Advisors
New York
$1.12M – – –
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.11M +$15K +354 +1%
OA
66
OFI Advisors
Pennsylvania
$983K +$227K +5,350 +28%
Tudor Investment Corp
67
Tudor Investment Corp
Connecticut
$955K +$143K +3,369 +16%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$918K +$637K +15,002 +190%
RJA
69
Raymond James & Associates
Florida
$899K +$35.1K +827 +4%
Swiss National Bank
70
Swiss National Bank
Switzerland
$850K – – –
VRS
71
Virginia Retirement Systems
Virginia
$850K +$297K +7,000 +49%
Acadian Asset Management
72
Acadian Asset Management
Massachusetts
$801K +$849K +19,991 New
RP
73
Reinhart Partners
Wisconsin
$797K -$701K -16,510 -45%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$767K – – –
UBS Group
75
UBS Group
Switzerland
$752K +$796K +18,751 New
1 2
3
4 5

SCL Hedge Fund Activity: Q4 2014 in Review

155 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2014, worth a combined $520M — down 11% from $583M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SCL positions and 14 closed out — a net gain of 8 holders — while 59 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $4.17M. The largest seller was Third Avenue Management, cutting an estimated $17M.

  • 155 institutional investors held Stepan Co (SCL) as of Q4 2014, up from 148 in Q3 2014.
  • Funds reported $520M of Stepan Co stock for Q4 2014, down 11% quarter-over-quarter.
  • 22 funds opened new Stepan Co positions in Q4 2014 and 14 closed out, a net change of +8 holders.
  • The largest Stepan Co buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $4.17M added.
  • The largest Stepan Co seller in Q4 2014 was Third Avenue Management, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2014.