Stepan Co
209 hedge funds and large institutions have $1.47B invested in Stepan Co in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 60 reducing their positions, and 11 closing their positions.
314% more call options, than puts
Call options by funds: $5M | Put options by funds: $1.21M
218% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 11
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
27% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 60
21% more capital invested
Capital invested by funds: $1.21B → $1.47B (+$260M)
12% more funds holding
Funds holding: 187 → 209 (+22)
1.94% more ownership
Funds ownership: 72.62% → 74.56% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$18.6M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$7.08M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$6.57M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$3.22M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$9.43M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$5.74M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$3.04M |
| 4 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
-$2.25M |
| 5 |
JP Morgan Chase
New York
|
-$2.14M |
SCL Hedge Fund Activity: Q1 2019 in Review
209 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q1 2019, worth a combined $1.47B — up 21% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SCL positions and 11 closed out — a net gain of 24 holders — while 76 added to existing stakes and 60 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $18.6M. The largest seller was LSV Asset Management, cutting an estimated $9.43M.
- 209 institutional investors held Stepan Co (SCL) as of Q1 2019, up from 187 in Q4 2018.
- Funds reported $1.47B of Stepan Co stock for Q1 2019, up 21% quarter-over-quarter.
- 35 funds opened new Stepan Co positions in Q1 2019 and 11 closed out, a net change of +24 holders.
- The largest Stepan Co buyer in Q1 2019 was HighTower Advisors, an estimated $18.6M added.
- The largest Stepan Co seller in Q1 2019 was LSV Asset Management, an estimated $9.43M sold.
Based on aggregated 13F filings for Q1 2019.