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Stepan Co
SCL

166 hedge funds and large institutions have $661M invested in Stepan Co in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

45% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 49

19% more capital invested

Capital invested by funds: $558M → $661M (+$104M)

4% more funds holding

Funds holding: 159 → 166 (+7)

0.3% less ownership

Funds ownership: 60.16% → 59.86% (-0.3%)

96% less call options, than puts

Call options by funds: $15K | Put options by funds: $388K

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
71
Reduced
49
Closed
11
Calls
$15K
Puts
$388K
Net Calls
-$373K
Net Calls Change
-$618K

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$6.84M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$5.21M
3
PAM
Panagora Asset Management
Massachusetts
+$4.5M
4
WC
Walthausen & Co
New York
+$4.48M
5
BFA
BlackRock Fund Advisors
California
+$3.87M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$10.9M
2
RA
Royce & Associates
New York
-$10.5M
3
DVM
Dreman Value Management
Florida
-$6.06M
4
BA
BlackRock Advisors
Delaware
-$4.78M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$2.25M +$219K +4,373 +11%
ETM
52
Euclidean Technologies Management
Washington
$2.18M -$541K -10,800 -20%
ZIM
53
Zacks Investment Management
Illinois
$2.11M +$2.13M +42,530 New
Deutsche Bank
54
Deutsche Bank
Germany
$2.09M -$2.47M -49,367 -54%
Axa
55
Axa
France
$2.08M +$1.25M +24,949 +147%
Barrow, Hanley, Mewhinney & Strauss
56
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.08M +$83.4K +1,664 +4%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$2.03M -$4.26K -85 -0.2%
GCP
58
GSA Capital Partners
United Kingdom
$2M +$10.3K +205 +0.5%
Wells Fargo
59
Wells Fargo
California
$1.96M +$817K +16,299 +70%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.9M -$163K -3,260 -8%
SFM
61
Systematic Financial Management
New Jersey
$1.89M -$696K -13,895 -27%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$1.85M +$463K +9,233 +33%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.78M +$30.1K +600 +2%
Arrowstreet Capital
64
Arrowstreet Capital
Massachusetts
$1.77M +$1.79M +35,699 New
NFA
65
Nationwide Fund Advisors
Ohio
$1.77M +$1.09M +21,851 +158%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$1.63M +$410K +8,192 +33%
TA
67
Teachers Advisors
New York
$1.59M +$2.56K +51 +0.2%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$1.58M +$42.8K +855 +3%
MAM
69
Martingale Asset Management
Massachusetts
$1.58M +$94.2K +1,881 +6%
GC
70
Guggenheim Capital
Illinois
$1.54M -$293K -5,844 -16%
WSCM
71
Wellington Shields Capital Management
New York
$1.53M – – –
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$1.49M -$842K -16,802 -36%
AllianceBernstein
73
AllianceBernstein
Tennessee
$1.43M +$10K +200 +0.7%
KCM
74
Kennedy Capital Management
Missouri
$1.34M +$381K +7,606 +39%
VRS
75
Virginia Retirement Systems
Virginia
$1.3M – – –
1 2
3
4 5

SCL Hedge Fund Activity: Q4 2015 in Review

166 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2015, worth a combined $661M — up 19% from $558M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SCL positions and 11 closed out — a net gain of 8 holders — while 71 added to existing stakes and 49 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $6.84M. The largest seller was Franklin Resources, cutting an estimated $10.9M.

  • 166 institutional investors held Stepan Co (SCL) as of Q4 2015, up from 159 in Q3 2015.
  • Funds reported $661M of Stepan Co stock for Q4 2015, up 19% quarter-over-quarter.
  • 19 funds opened new Stepan Co positions in Q4 2015 and 11 closed out, a net change of +8 holders.
  • The largest Stepan Co buyer in Q4 2015 was LSV Asset Management, an estimated $6.84M added.
  • The largest Stepan Co seller in Q4 2015 was Franklin Resources, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2015.