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Stepan Co
SCL

187 hedge funds and large institutions have $1.21B invested in Stepan Co in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 73 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.38% more ownership

Funds ownership: 70.23% → 72.62% (+2.4%)

5% less funds holding

Funds holding: 197 → 187 (-10)

12% less capital invested

Capital invested by funds: $1.37B → $1.21B (-$162M)

18% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 73

28% less call options, than puts

Call options by funds: $488K | Put options by funds: $678K

32% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 28

Holders
187
Holders Change
-10
Holders Change %
-5.08%
% of All Funds
4.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
60
Reduced
73
Closed
28
Calls
$488K
Puts
$678K
Net Calls
-$190K
Net Calls Change
+$1.83M

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$60.2M
2
SAM
Southernsun Asset Management
Tennessee
+$14M
3
JP Morgan Chase
JP Morgan Chase
New York
+$9.29M
4
BlackRock
BlackRock
New York
+$6.63M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$6.31M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$12.2M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$6.14M
3
BCM
Bridgeway Capital Management
Texas
-$5.16M
4
UBS Group
UBS Group
Switzerland
-$4.89M
5
FP
Foundry Partners
Minnesota
-$4.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
Hotchkis & Wiley Capital Management
51
Hotchkis & Wiley Capital Management
California
$3.04M -$580K -7,127 -15%
New York State Teachers Retirement System (NYSTRS)
52
New York State Teachers Retirement System (NYSTRS)
New York
$2.89M +$8.14K +100 +0.3%
Deutsche Bank
53
Deutsche Bank
Germany
$2.84M -$1.27M -15,662 -29%
AllianceBernstein
54
AllianceBernstein
Tennessee
$2.73M -$12.2M -150,160 -80%
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.65M +$32.5K +400 +1%
SEI Investments
56
SEI Investments
Pennsylvania
$2.53M +$546K +6,712 +29%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$2.35M +$54K +664 +2%
ASRS
58
Arizona State Retirement System
Arizona
$2.31M +$147K +1,802 +6%
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.29M -$263K -3,226 -9%
DIA
60
Dean Investment Associates
Ohio
$2.25M -$83.4K -1,025 -3%
PCM
61
Piermont Capital Management
Missouri
$2.24M +$89.5K +1,100 +4%
WSCM
62
Wellington Shields Capital Management
New York
$2.18M – – –
UBS Group
63
UBS Group
Switzerland
$2.15M -$4.89M -60,140 -67%
Acadian Asset Management
64
Acadian Asset Management
Massachusetts
$2.13M -$408K -5,008 -15%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$2.12M -$1.06K -13 -0%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$2.11M -$68.7K -844 -3%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$1.99M -$466K -5,722 -18%
IA
68
IndexIQ Advisors
New York
$1.87M -$167K -2,053 -8%
Bessemer Group
69
Bessemer Group
New Jersey
$1.79M +$391K +4,800 +25%
Canada Life
70
Canada Life
Manitoba, Canada
$1.79M +$110K +1,353 +5%
BCM
71
Bridgeway Capital Management
Texas
$1.78M -$5.16M -63,400 -73%
PI
72
PineBridge Investments
New York
$1.75M -$194K -2,390 -9%
Two Sigma Advisers
73
Two Sigma Advisers
New York
$1.72M -$456K -5,600 -19%
Comerica Bank
74
Comerica Bank
Texas
$1.68M +$4.31K +53 +0.3%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$1.59M -$167K -2,048 -9%
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SCL Hedge Fund Activity: Q4 2018 in Review

187 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2018, worth a combined $1.21B — down 12% from $1.37B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SCL and 19 opened new positions — a net loss of 9 holders — while 73 trimmed existing stakes and 60 added.

The largest buyer was HighTower Advisors, adding an estimated $60.2M. The largest seller was AllianceBernstein, cutting an estimated $12.2M.

  • 187 institutional investors held Stepan Co (SCL) as of Q4 2018, down from 197 in Q3 2018.
  • Funds reported $1.21B of Stepan Co stock for Q4 2018, down 12% quarter-over-quarter.
  • 19 funds opened new Stepan Co positions in Q4 2018 and 28 closed out, a net change of -9 holders.
  • The largest Stepan Co buyer in Q4 2018 was HighTower Advisors, an estimated $60.2M added.
  • The largest Stepan Co seller in Q4 2018 was AllianceBernstein, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2018.