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Stepan Co
SCL

174 hedge funds and large institutions have $1.53B invested in Stepan Co in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

595% more call options, than puts

Call options by funds: $7.19M | Put options by funds: $1.03M

0.19% more ownership

Funds ownership: 76.67% → 76.85% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

10% less funds holding

Funds holding: 194 → 174 (-20)

13% less capital invested

Capital invested by funds: $1.77B → $1.53B (-$235M)

34% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 79

52% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 33

Holders
174
Holders Change
-20
Holders Change %
-10.31%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
52
Reduced
79
Closed
33
Calls
$7.19M
Puts
$1.03M
Net Calls
+$6.16M
Net Calls Change
-$1.69M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$77.4M
2
Goldman Sachs
Goldman Sachs
New York
+$12M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$7.85M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.18M
5
WC
Walthausen & Co
New York
+$3.03M

Top Sellers

Rank Fund Capital Flow
1
PAM
Panagora Asset Management
Massachusetts
-$9.36M
2
JP Morgan Chase
JP Morgan Chase
New York
-$9.11M
3
FP
Foundry Partners
Minnesota
-$7.74M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.69M
5
HF
HRT Financial
New York
-$4.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$2.38M -$1.56M -16,299 -38%
UBS Group
52
UBS Group
Switzerland
$2.37M -$1.3M -13,648 -34%
Canada Life
53
Canada Life
Manitoba, Canada
$2.32M +$148K +1,548 +6%
Barclays
54
Barclays
United Kingdom
$2.29M -$1.17M -12,279 -32%
WSCM
55
Wellington Shields Capital Management
New York
$2.17M – – –
Ohio Public Employees Retirement System (OPERS)
56
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.11M -$483K -5,056 -17%
Two Sigma Advisers
57
Two Sigma Advisers
New York
$2.08M -$66.8K -700 -3%
UBS AM
58
UBS AM
Illinois
$2.02M +$64.2K +672 +3%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$2M -$271K -2,836 -11%
BG
60
Bahl & Gaynor
Ohio
$2M +$32.8K +344 +2%
WG
61
Winton Group
United Kingdom
$1.95M -$1.22M -12,731 -37%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$1.91M +$941K +9,857 +84%
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$1.88M +$1.79M +18,717 +747%
Allianz Asset Management
64
Allianz Asset Management
Germany
$1.85M -$527K -5,518 -21%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$1.78M +$1.89M +19,785 +5,009%
Comerica Bank
66
Comerica Bank
Texas
$1.78M +$57.2K +599 +3%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$1.71M – – –
SEI Investments
68
SEI Investments
Pennsylvania
$1.69M -$712K -7,455 -28%
SOADOR
69
State of Alaska Department of Revenue
Alaska
$1.64M +$330K +3,455 +23%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$1.64M +$9.55K +100 +0.5%
ERSOT
71
Employees Retirement System of Texas
Texas
$1.57M – – –
Bessemer Group
72
Bessemer Group
New Jersey
$1.53M -$608K -6,371 -27%
TPSF
73
Texas Permanent School Fund
Texas
$1.5M +$313K +3,274 +24%
FDS
74
Freedom Day Solutions
Texas
$1.49M +$1.6M +16,804 New
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$1.49M +$80K +838 +5%
1 2
3
4 5

SCL Hedge Fund Activity: Q1 2020 in Review

174 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q1 2020, worth a combined $1.53B — down 13% from $1.77B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of SCL and 16 opened new positions — a net loss of 17 holders — while 79 trimmed existing stakes and 52 added.

The largest buyer was State Street, adding an estimated $77.4M. The largest seller was Panagora Asset Management, cutting an estimated $9.36M.

  • 174 institutional investors held Stepan Co (SCL) as of Q1 2020, down from 194 in Q4 2019.
  • Funds reported $1.53B of Stepan Co stock for Q1 2020, down 13% quarter-over-quarter.
  • 16 funds opened new Stepan Co positions in Q1 2020 and 33 closed out, a net change of -17 holders.
  • The largest Stepan Co buyer in Q1 2020 was State Street, an estimated $77.4M added.
  • The largest Stepan Co seller in Q1 2020 was Panagora Asset Management, an estimated $9.36M sold.

Based on aggregated 13F filings for Q1 2020.