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Stepan Co

200 hedge funds and large institutions have $1.26B invested in Stepan Co in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

33% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 61

12% more capital invested

Capital invested by funds: $1.12B → $1.26B (+$139M)

3% more funds holding

Funds holding: 194200 (+6)

0.94% more ownership

Funds ownership: 63.24%64.18% (+0.94%)

22% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.3M

Holders
200
Holders Change
+6
Holders Change %
+3.09%
% of All Funds
4.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
81
Reduced
61
Closed
17
Calls
$1.01M
Puts
$1.3M
Net Calls
-$290K
Net Calls Change
-$423K
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
51
Zacks Investment Management
Illinois
$3.39M +$145K +1,722 +5%
Legal & General Group
52
Legal & General Group
United Kingdom
$3.33M +$266K +3,166 +9%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$3.09M -$275K -3,272 -8%
Jacobs Levy Equity Management
54
Jacobs Levy Equity Management
New Jersey
$3.01M -$361K -4,290 -11%
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.97M +$84.1K +1,000 +3%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$2.92M -$310K -3,690 -10%
Citigroup
57
Citigroup
New York
$2.86M +$850K +10,103 +44%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.79M -$571K -6,793 -18%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$2.74M +$33.6K +400 +1%
WSCM
60
Wellington Shields Capital Management
New York
$2.6M
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$2.59M -$21.1K -251 -0.8%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$2.58M +$1.44M +17,132 +137%
VRS
63
Virginia Retirement Systems
Virginia
$2.53M +$16.8K +200 +0.7%
Canada Life
64
Canada Life
Manitoba, Canada
$2.44M +$75.1K +893 +3%
AllianceBernstein
65
AllianceBernstein
Tennessee
$2.39M +$16.8K +200 +0.7%
MWNA
66
Marshall Wace North America
New York
$2.36M -$828K -9,851 -27%
Deutsche Bank
67
Deutsche Bank
Germany
$2.33M +$1.7M +20,184 +306%
Macquarie Group
68
Macquarie Group
Australia
$2.32M
DIA
69
Dana Investment Advisors
Wisconsin
$2.26M +$2.18M +25,980 New
ZCM
70
Zebra Capital Management
Connecticut
$2.21M +$186K +2,216 +10%
Bessemer Group
71
Bessemer Group
New Jersey
$2.19M
Nordea Investment Management
72
Nordea Investment Management
Sweden
$2.08M +$2.01M +23,900 New
CAM
73
ClariVest Asset Management
California
$2.08M +$2.01M +23,900 New
PI
74
PineBridge Investments
New York
$2.05M -$68.4K -813 -3%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$1.92M +$102K +1,216 +6%

SCL Hedge Fund Activity: Q2 2017 in Review

200 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q2 2017, worth a combined $1.26B — up 12% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SCL positions and 17 closed out — a net gain of 7 holders — while 81 added to existing stakes and 61 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $12.7M. The largest seller was Arrowstreet Capital, cutting an estimated $9M.

  • 200 institutional investors held Stepan Co (SCL) as of Q2 2017, up from 194 in Q1 2017.
  • Funds reported $1.26B of Stepan Co stock for Q2 2017, up 12% quarter-over-quarter.
  • 24 funds opened new Stepan Co positions in Q2 2017 and 17 closed out, a net change of +7 holders.
  • The largest Stepan Co buyer in Q2 2017 was HighTower Advisors, an estimated $12.7M added.
  • The largest Stepan Co seller in Q2 2017 was Arrowstreet Capital, an estimated $9M sold.

Based on aggregated 13F filings for Q2 2017.