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Stepan Co
SCL

196 hedge funds and large institutions have $1.29B invested in Stepan Co in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more call options, than puts

Call options by funds: $5.17M | Put options by funds: $1.43M

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $1.17B → $1.29B (+$116M)

2.93% more ownership

Funds ownership: 65.85% → 68.78% (+2.9%)

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 198 → 196 (-2)

Holders
196
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
71
Reduced
67
Closed
24
Calls
$5.17M
Puts
$1.43M
Net Calls
+$3.73M
Net Calls Change
+$2.34M

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$27.6M
2
DIA
Dean Investment Associates
Ohio
+$5.93M
3
American Century Companies
American Century Companies
Missouri
+$3.62M
4
DCM
Dean Capital Management
Kansas
+$3.54M
5
TA
Teachers Advisors
New York
+$3.25M

Top Sellers

Rank Fund Capital Flow
1
HAM
Hillcrest Asset Management
Texas
-$11.4M
2
Bank of America
Bank of America
North Carolina
-$4.65M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.36M
4
Morgan Stanley
Morgan Stanley
New York
-$2.13M
5
DIA
Dana Investment Advisors
Wisconsin
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
51
Two Sigma Investments
New York
$4.37M +$2.57M +32,461 +162%
PPA
52
Parametric Portfolio Associates
Washington
$4.34M +$278K +3,504 +7%
AllianceBernstein
53
AllianceBernstein
Tennessee
$4.21M -$63.4K -800 -2%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$3.88M +$197K +2,483 +6%
OKSA
55
O'Keefe Stevens Advisory
New York
$3.86M +$103K +1,301 +3%
DCM
56
Dean Capital Management
Kansas
$3.72M +$3.54M +44,720 New
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$3.71M +$772K +9,740 +28%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$3.4M – – –
Legal & General Group
59
Legal & General Group
United Kingdom
$3.39M -$94.6K -1,194 -3%
Swiss National Bank
60
Swiss National Bank
Switzerland
$2.94M +$103K +1,300 +4%
VOYA Investment Management
61
VOYA Investment Management
Georgia
$2.83M +$276K +3,483 +11%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$2.69M -$76.7K -968 -3%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$2.67M – – –
ASRS
64
Arizona State Retirement System
Arizona
$2.6M -$158K -2,000 -6%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.54M -$281K -3,542 -10%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$2.53M -$85.6K -1,080 -3%
First Trust Advisors
67
First Trust Advisors
Illinois
$2.51M +$1.09M +13,815 +84%
PI
68
PineBridge Investments
New York
$2.5M +$920K +11,615 +63%
WSCM
69
Wellington Shields Capital Management
New York
$2.49M – – –
Federated Hermes
70
Federated Hermes
Pennsylvania
$2.4M +$2.26M +28,569 +9,523%
Macquarie Group
71
Macquarie Group
Australia
$2.34M +$119K +1,500 +6%
Canada Life
72
Canada Life
Manitoba, Canada
$2.24M +$6.1K +77 +0.3%
GAM
73
Gotham Asset Management
New York
$2.13M +$1.43M +18,113 +244%
ERSOT
74
Employees Retirement System of Texas
Texas
$2.06M – – –
IA
75
IndexIQ Advisors
New York
$2.01M +$497K +6,273 +35%
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3
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SCL Hedge Fund Activity: Q1 2018 in Review

196 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q1 2018, worth a combined $1.29B — up 9.9% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SCL positions and 24 closed out — a net gain of 3 holders — while 71 added to existing stakes and 67 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $27.6M. The largest seller was Hillcrest Asset Management, exiting entirely with an estimated $11.4M sold.

  • 196 institutional investors held Stepan Co (SCL) as of Q1 2018, down from 198 in Q4 2017.
  • Funds reported $1.29B of Stepan Co stock for Q1 2018, up 9.9% quarter-over-quarter.
  • 27 funds opened new Stepan Co positions in Q1 2018 and 24 closed out, a net change of +3 holders.
  • The largest Stepan Co buyer in Q1 2018 was HighTower Advisors, an estimated $27.6M added.
  • The largest Stepan Co seller in Q1 2018 was Hillcrest Asset Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2018.