Stepan Co
187 hedge funds and large institutions have $1.13B invested in Stepan Co in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 80 reducing their positions, and 16 closing their positions.
61% more call options, than puts
Call options by funds: $785K | Put options by funds: $489K
56% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 16
11% more capital invested
Capital invested by funds: $1.01B → $1.13B (+$116M)
3% more funds holding
Funds holding: 182 → 187 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less ownership
Funds ownership: 62.91% → 61.91% (-1%)
31% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$13.3M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$6.32M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.08M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$4.06M |
| 5 |
State Street
Boston,
Massachusetts
|
+$3.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$16.1M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$9.43M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$6.47M |
| 4 |
WC
Walthausen & Co
Malta,
New York
|
-$6.17M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$4.63M |
SCL Hedge Fund Activity: Q4 2016 in Review
187 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2016, worth a combined $1.13B — up 11% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SCL positions and 16 closed out — a net gain of 9 holders — while 55 added to existing stakes and 80 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $13.3M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $16.1M sold.
- 187 institutional investors held Stepan Co (SCL) as of Q4 2016, up from 182 in Q3 2016.
- Funds reported $1.13B of Stepan Co stock for Q4 2016, up 11% quarter-over-quarter.
- 25 funds opened new Stepan Co positions in Q4 2016 and 16 closed out, a net change of +9 holders.
- The largest Stepan Co buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $13.3M added.
- The largest Stepan Co seller in Q4 2016 was Arrowstreet Capital, an estimated $16.1M sold.
Based on aggregated 13F filings for Q4 2016.