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Stepan Co
SCL

160 hedge funds and large institutions have $543M invested in Stepan Co in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 42

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

3% more funds holding

Funds holding: 155 → 160 (+5)

4% more capital invested

Capital invested by funds: $520M → $543M (+$22.7M)

0.39% more ownership

Funds ownership: 58.36% → 58.76% (+0.39%)

Holders
160
Holders Change
+5
Holders Change %
+3.23%
% of All Funds
4.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
72
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BA
BlackRock Advisors
Delaware
+$8.54M
2
Prudential Financial
Prudential Financial
New Jersey
+$6.45M
3
NAP
New Amsterdam Partners
New York
+$4.75M
4
DVM
Dreman Value Management
Florida
+$3.67M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$18.3M
2
Franklin Resources
Franklin Resources
California
-$11.3M
3
NC
Nicholas Company
Wisconsin
-$5.65M
4
TAM
Third Avenue Management
New York
-$5.15M
5
GKIM
GW&K Investment Management
Massachusetts
-$3.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jacobs Levy Equity Management
51
Jacobs Levy Equity Management
New Jersey
$1.79M +$250K +6,290 +17%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$1.76M +$510K +12,811 +44%
RFC
53
Russell Frank Company
Washington
$1.75M +$1.15M +28,931 +220%
PPA
54
Parametric Portfolio Associates
Washington
$1.66M +$308K +7,728 +24%
Tudor Investment Corp
55
Tudor Investment Corp
Connecticut
$1.65M +$630K +15,832 +66%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$1.65M – – –
BCM
57
Bridgeway Capital Management
Texas
$1.64M +$1.57M +39,400 New
KCM
58
Kennedy Capital Management
Missouri
$1.6M +$129K +3,244 +9%
PCM
59
Piermont Capital Management
Missouri
$1.59M +$31.1K +780 +2%
GC
60
Guggenheim Capital
Illinois
$1.59M -$4.66K -117 -0.3%
Barrow, Hanley, Mewhinney & Strauss
61
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.57M +$1.5M +37,712 New
Public Sector Pension Investment Board (PSP Investments)
62
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.5M +$6.69K +168 +0.5%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.47M -$15.9K -400 -1%
ZIM
64
ZPR Investment Management
Florida
$1.45M +$1.38M +34,687 New
MAM
65
Martingale Asset Management
Massachusetts
$1.44M -$299K -7,499 -18%
Acadian Asset Management
66
Acadian Asset Management
Massachusetts
$1.41M +$553K +13,900 +70%
SCA
67
Secor Capital Advisors
New York
$1.4M -$143K -3,587 -10%
ZIM
68
Zacks Investment Management
Illinois
$1.33M +$1.27M +31,921 New
WSCM
69
Wellington Shields Capital Management
New York
$1.28M – – –
AllianceBernstein
70
AllianceBernstein
Tennessee
$1.25M -$39.8K -1,000 -3%
BG
71
BlackRock Group
United Kingdom
$1.25M -$8.08K -203 -0.7%
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.18M +$15.5K +389 +1%
TA
73
Teachers Advisors
New York
$1.17M – – –
OA
74
OFI Advisors
Pennsylvania
$1.13M +$106K +2,656 +11%
RJA
75
Raymond James & Associates
Florida
$1.11M +$169K +4,238 +19%
1 2
3
4 5

SCL Hedge Fund Activity: Q1 2015 in Review

160 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q1 2015, worth a combined $543M — up 4.4% from $520M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SCL positions and 12 closed out — a net gain of 8 holders — while 72 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $8.54M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $18.3M sold.

  • 160 institutional investors held Stepan Co (SCL) as of Q1 2015, up from 155 in Q4 2014.
  • Funds reported $543M of Stepan Co stock for Q1 2015, up 4.4% quarter-over-quarter.
  • 20 funds opened new Stepan Co positions in Q1 2015 and 12 closed out, a net change of +8 holders.
  • The largest Stepan Co buyer in Q1 2015 was BlackRock Advisors, an estimated $8.54M added.
  • The largest Stepan Co seller in Q1 2015 was Neuberger Berman Group, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2015.