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Stepan Co
SCL

190 hedge funds and large institutions have $1.23B invested in Stepan Co in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $6.19M | Put options by funds: $3.43M

24% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 63

1.15% more ownership

Funds ownership: 64.18% → 65.32% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $1.26B → $1.23B (-$24.5M)

5% less funds holding

Funds holding: 200 → 190 (-10)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
190
Holders Change
-10
Holders Change %
-5%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
78
Reduced
63
Closed
25
Calls
$6.19M
Puts
$3.43M
Net Calls
+$2.76M
Net Calls Change
+$3.05M

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$15.3M
2
Millennium Management
Millennium Management
New York
+$9.62M
3
Norges Bank
Norges Bank
Norway
+$8.78M
4
Wells Fargo
Wells Fargo
California
+$5.81M
5
Bank of America
Bank of America
North Carolina
+$5.8M

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$17.1M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$7.01M
3
Franklin Resources
Franklin Resources
California
-$5.66M
4
BCM
Bridgeway Capital Management
Texas
-$4.2M
5
ZIM
Zacks Investment Management
Illinois
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
OKSA
51
O'Keefe Stevens Advisory
New York
$3.71M +$3.65M +44,376 New
New York State Teachers Retirement System (NYSTRS)
52
New York State Teachers Retirement System (NYSTRS)
New York
$3.42M – – –
Legal & General Group
53
Legal & General Group
United Kingdom
$3.23M +$28.1K +342 +0.9%
Jacobs Levy Equity Management
54
Jacobs Levy Equity Management
New Jersey
$2.87M -$14K -170 -0.5%
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.85M – – –
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$2.8M +$174K +2,121 +7%
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.79M +$114K +1,384 +4%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$2.67M -$282K -3,432 -10%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$2.57M -$231K -2,814 -8%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$2.52M +$41K +499 +2%
WSCM
61
Wellington Shields Capital Management
New York
$2.5M – – –
CS
62
Credit Suisse
Switzerland
$2.43M +$1.59M +19,332 +198%
Acadian Asset Management
63
Acadian Asset Management
Massachusetts
$2.34M -$7.01M -85,217 -75%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$2.3M +$450K +5,474 +25%
Two Sigma Advisers
65
Two Sigma Advisers
New York
$2.28M -$1.36M -16,600 -38%
VRS
66
Virginia Retirement Systems
Virginia
$2.23M -$197K -2,400 -8%
Macquarie Group
67
Macquarie Group
Australia
$2.23M – – –
Canada Life
68
Canada Life
Manitoba, Canada
$2.21M -$130K -1,578 -6%
NI
69
Numeric Investors
Massachusetts
$2.19M +$2.15M +26,200 New
DIA
70
Dana Investment Advisors
Wisconsin
$2.18M +$6.99K +85 +0.3%
Citigroup
71
Citigroup
New York
$2.15M -$585K -7,113 -22%
Bessemer Group
72
Bessemer Group
New Jersey
$2.1M – – –
Deutsche Bank
73
Deutsche Bank
Germany
$1.91M -$327K -3,971 -15%
ZCM
74
Zebra Capital Management
Connecticut
$1.69M -$419K -5,091 -20%
BG
75
Bahl & Gaynor
Ohio
$1.69M +$263K +3,195 +19%
1 2
3
4 5

SCL Hedge Fund Activity: Q3 2017 in Review

190 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2017, worth a combined $1.23B — down 1.9% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SCL and 16 opened new positions — a net loss of 9 holders — while 63 trimmed existing stakes and 78 added.

The largest buyer was HighTower Advisors, adding an estimated $15.3M. The largest seller was LSV Asset Management, cutting an estimated $17.1M.

  • 190 institutional investors held Stepan Co (SCL) as of Q3 2017, down from 200 in Q2 2017.
  • Funds reported $1.23B of Stepan Co stock for Q3 2017, down 1.9% quarter-over-quarter.
  • 16 funds opened new Stepan Co positions in Q3 2017 and 25 closed out, a net change of -9 holders.
  • The largest Stepan Co buyer in Q3 2017 was HighTower Advisors, an estimated $15.3M added.
  • The largest Stepan Co seller in Q3 2017 was LSV Asset Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2017.