We are live on ! Find out more
SCL icon

Stepan Co

195 hedge funds and large institutions have $1.66B invested in Stepan Co in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $7.91M | Put options by funds: $2.66M

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

3% more funds holding

Funds holding: 189195 (+6)

5% more capital invested

Capital invested by funds: $1.59B → $1.66B (+$74.1M)

0% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 66

0.53% less ownership

Funds ownership: 76.55%76.02% (-0.53%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
195
Holders Change
+6
Holders Change %
+3.17%
% of All Funds
4.28%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
21
Increased
66
Reduced
66
Closed
14
Calls
$7.91M
Puts
$2.66M
Net Calls
+$5.25M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$3.71M -$225K -2,366 -6%
Swiss National Bank
52
Swiss National Bank
Switzerland
$3.71M +$47.4K +500 +1%
MSL
53
Mackay Shields LLC
New York
$3.64M -$1.01M -10,600 -22%
Barclays
54
Barclays
United Kingdom
$3.15M -$191K -2,008 -6%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$3.1M +$36.2K +381 +1%
HAI
56
Hennessy Advisors Inc
California
$3.09M -$66.4K -700 -2%
AQR Capital Management
57
AQR Capital Management
Connecticut
$2.71M +$506K +5,334 +24%
CEP
58
Chicago Equity Partners
Illinois
$2.7M +$1.9M +20,035 +257%
SEI Investments
59
SEI Investments
Pennsylvania
$2.56M -$33.4K -352 -1%
UBS Group
60
UBS Group
Switzerland
$2.52M +$1.35M +14,258 +122%
Victory Capital Management
61
Victory Capital Management
Texas
$2.39M +$2.17M +22,892 +1,321%
WSCM
62
Wellington Shields Capital Management
New York
$2.38M
Two Sigma Advisers
63
Two Sigma Advisers
New York
$2.35M -$19K -200 -0.8%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$2.34M -$22.8K -240 -1%
Bessemer Group
65
Bessemer Group
New Jersey
$2.29M +$28.5K +300 +1%
ASRS
66
Arizona State Retirement System
Arizona
$2.29M -$758K -7,993 -25%
Man Group
67
Man Group
United Kingdom
$2.24M -$3.02M -31,876 -58%
UBS AM
68
UBS AM
Illinois
$2.23M +$192K +2,025 +10%
OAM
69
Oxford Asset Management
United Kingdom
$2.19M -$1.45M -15,313 -40%
SG Americas Securities
70
SG Americas Securities
New York
$2.17M +$2.13M +22,407 New
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$2.15M -$756K -7,966 -26%
BG
72
Bahl & Gaynor
Ohio
$2.15M +$5.31K +56 +0.3%
State of Tennessee, Department of Treasury
73
State of Tennessee, Department of Treasury
Tennessee
$2.13M +$442K +4,658 +27%
Comerica Bank
74
Comerica Bank
Texas
$1.79M -$24.6K -259 -1%
ERSOT
75
Employees Retirement System of Texas
Texas
$1.73M +$93.1K +981 +6%

SCL Hedge Fund Activity: Q3 2019 in Review

195 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2019, worth a combined $1.66B — up 4.7% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SCL positions and 14 closed out — a net gain of 7 holders — while 66 added to existing stakes and 66 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.25M. The largest seller was Allianz Asset Management, cutting an estimated $8.93M.

  • 195 institutional investors held Stepan Co (SCL) as of Q3 2019, up from 189 in Q2 2019.
  • Funds reported $1.66B of Stepan Co stock for Q3 2019, up 4.7% quarter-over-quarter.
  • 21 funds opened new Stepan Co positions in Q3 2019 and 14 closed out, a net change of +7 holders.
  • The largest Stepan Co buyer in Q3 2019 was Wells Fargo, an estimated $4.25M added.
  • The largest Stepan Co seller in Q3 2019 was Allianz Asset Management, an estimated $8.93M sold.

Based on aggregated 13F filings for Q3 2019.