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Stepan Co
SCL

197 hedge funds and large institutions have $1.37B invested in Stepan Co in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

15% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 66

12% more capital invested

Capital invested by funds: $1.23B → $1.37B (+$143M)

3% more funds holding

Funds holding: 192 → 197 (+5)

0.49% more ownership

Funds ownership: 69.75% → 70.23% (+0.49%)

58% less call options, than puts

Call options by funds: $1.48M | Put options by funds: $3.5M

Holders
197
Holders Change
+5
Holders Change %
+2.6%
% of All Funds
4.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
76
Reduced
66
Closed
13
Calls
$1.48M
Puts
$3.5M
Net Calls
-$2.02M
Net Calls Change
+$19K

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$7.44M
2
BlackRock
BlackRock
New York
+$7.25M
3
ACM
Atlanta Capital Management
Georgia
+$4.31M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.28M
5
Morgan Stanley
Morgan Stanley
New York
+$3.6M

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$6.63M
2
SBH
Segall Bryant & Hamill
Illinois
-$6.2M
3
American Century Companies
American Century Companies
Missouri
-$6.05M
4
TCIM
TIAA CREF Investment Management
New York
-$4.58M
5
DIA
Dean Investment Associates
Ohio
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
OKSA
51
O'Keefe Stevens Advisory
New York
$4.11M +$8.61K +100 +0.2%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$3.8M +$874K +10,144 +30%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$3.39M -$164K -1,900 -5%
OAM
54
Oxford Asset Management
United Kingdom
$3.29M +$2.19M +25,381 +205%
Swiss National Bank
55
Swiss National Bank
Switzerland
$3.08M – – –
Ohio Public Employees Retirement System (OPERS)
56
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.97M +$79.3K +921 +3%
Acadian Asset Management
57
Acadian Asset Management
Massachusetts
$2.94M +$2.48M +28,815 +585%
Barclays
58
Barclays
United Kingdom
$2.9M +$2.01M +23,366 +233%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$2.83M -$253K -2,940 -8%
DIA
60
Dean Investment Associates
Ohio
$2.74M -$4.35M -50,495 -62%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$2.7M +$3.44K +40 +0.1%
WSCM
62
Wellington Shields Capital Management
New York
$2.57M -$34.5K -400 -1%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$2.56M +$711K +8,253 +39%
ASRS
64
Arizona State Retirement System
Arizona
$2.56M +$34K +395 +1%
First Trust Advisors
65
First Trust Advisors
Illinois
$2.55M +$1.02M +11,854 +68%
PCM
66
Piermont Capital Management
Missouri
$2.54M -$660K -7,659 -21%
Two Sigma Advisers
67
Two Sigma Advisers
New York
$2.51M -$2.79M -32,403 -53%
VOYA Investment Management
68
VOYA Investment Management
Georgia
$2.49M -$427K -4,956 -15%
IA
69
IndexIQ Advisors
New York
$2.38M +$88.9K +1,032 +4%
Macquarie Group
70
Macquarie Group
Australia
$2.31M -$86.1K -1,000 -4%
PI
71
PineBridge Investments
New York
$2.26M -$413K -4,794 -16%
Canada Life
72
Canada Life
Manitoba, Canada
$2.16M -$127K -1,477 -6%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$2.05M +$195K +2,266 +11%
SEI Investments
74
SEI Investments
Pennsylvania
$2.03M +$2.01M +23,313 +155,420%
BG
75
Bahl & Gaynor
Ohio
$1.98M +$94.2K +1,094 +5%
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SCL Hedge Fund Activity: Q3 2018 in Review

197 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2018, worth a combined $1.37B — up 12% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SCL positions and 13 closed out — a net gain of 6 holders — while 76 added to existing stakes and 66 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $7.44M. The largest seller was Federated Hermes, cutting an estimated $6.63M.

  • 197 institutional investors held Stepan Co (SCL) as of Q3 2018, up from 192 in Q2 2018.
  • Funds reported $1.37B of Stepan Co stock for Q3 2018, up 12% quarter-over-quarter.
  • 19 funds opened new Stepan Co positions in Q3 2018 and 13 closed out, a net change of +6 holders.
  • The largest Stepan Co buyer in Q3 2018 was AllianceBernstein, an estimated $7.44M added.
  • The largest Stepan Co seller in Q3 2018 was Federated Hermes, an estimated $6.63M sold.

Based on aggregated 13F filings for Q3 2018.