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Stepan Co

182 hedge funds and large institutions have $1.01B invested in Stepan Co in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $349K

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

50% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 54

24% more capital invested

Capital invested by funds: $815M → $1.01B (+$199M)

6% more funds holding

Funds holding: 171182 (+11)

1.6% more ownership

Funds ownership: 61.32%62.91% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
182
Holders Change
+11
Holders Change %
+6.43%
% of All Funds
4.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
81
Reduced
54
Closed
13
Calls
$1.02M
Puts
$349K
Net Calls
+$669K
Net Calls Change
-$117K
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Secor Capital Advisors
New York
$3.06M +$1.77M +26,275 +166%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$3.02M +$26.9K +400 +1%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$2.98M +$6.72K +100 +0.2%
CEP
54
Chicago Equity Partners
Illinois
$2.96M -$23.8K -355 -0.9%
ZIM
55
Zacks Investment Management
Illinois
$2.95M +$712K +10,603 +35%
Ohio Public Employees Retirement System (OPERS)
56
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.92M +$407K +6,065 +18%
Jacobs Levy Equity Management
57
Jacobs Levy Equity Management
New Jersey
$2.89M
AIM
58
Alambic Investment Management
California
$2.67M +$69.2K +1,030 +3%
LG
59
Leuthold Group
Minnesota
$2.58M -$160K -2,380 -6%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$2.53M +$110K +1,644 +5%
Wells Fargo
61
Wells Fargo
California
$2.53M +$1.13M +16,813 +94%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$2.35M +$114K +1,700 +6%
BG
63
BlackRock Group
United Kingdom
$2.33M +$140K +2,084 +7%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$2.32M -$1.28M -19,040 -37%
Swiss National Bank
65
Swiss National Bank
Switzerland
$2.3M -$20.2K -300 -0.9%
WSCM
66
Wellington Shields Capital Management
New York
$2.22M -$13.4K -200 -0.7%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$2.2M -$668K -9,938 -25%
Deutsche Bank
68
Deutsche Bank
Germany
$2.12M -$149K -2,214 -7%
AllianceBernstein
69
AllianceBernstein
Tennessee
$2.03M -$94K -1,400 -5%
KCM
70
Kennedy Capital Management
Missouri
$2.01M -$19.4K -289 -1%
Canada Life
71
Canada Life
Manitoba, Canada
$1.95M +$120K +1,788 +7%
Macquarie Group
72
Macquarie Group
Australia
$1.93M -$1.79M -26,600 -50%
Bessemer Group
73
Bessemer Group
New Jersey
$1.84M +$1.7M +25,316 New
SFM
74
Systematic Financial Management
New Jersey
$1.8M -$390K -5,810 -19%
ZIM
75
ZPR Investment Management
Florida
$1.72M -$12.8K -190 -0.8%

SCL Hedge Fund Activity: Q3 2016 in Review

182 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2016, worth a combined $1.01B — up 24% from $815M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SCL positions and 13 closed out — a net gain of 13 holders — while 81 added to existing stakes and 54 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $10.2M. The largest seller was Allianz Asset Management, cutting an estimated $7.26M.

  • 182 institutional investors held Stepan Co (SCL) as of Q3 2016, up from 171 in Q2 2016.
  • Funds reported $1.01B of Stepan Co stock for Q3 2016, up 24% quarter-over-quarter.
  • 26 funds opened new Stepan Co positions in Q3 2016 and 13 closed out, a net change of +13 holders.
  • The largest Stepan Co buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $10.2M added.
  • The largest Stepan Co seller in Q3 2016 was Allianz Asset Management, an estimated $7.26M sold.

Based on aggregated 13F filings for Q3 2016.