Stepan Co
160 hedge funds and large institutions have $543M invested in Stepan Co in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 12 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 42
67% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 12
3% more funds holding
Funds holding: 155 → 160 (+5)
4% more capital invested
Capital invested by funds: $520M → $543M (+$22.7M)
0.39% more ownership
Funds ownership: 58.36% → 58.76% (+0.39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$8.54M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$6.45M |
| 3 |
NAP
New Amsterdam Partners
New York
|
+$4.75M |
| 4 |
DVM
Dreman Value Management
West Palm Beach,
Florida
|
+$3.67M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$2.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$18.3M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$11.3M |
| 3 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
-$5.65M |
| 4 |
TAM
Third Avenue Management
New York
|
-$5.15M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$3.6M |
SCL Hedge Fund Activity: Q1 2015 in Review
160 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q1 2015, worth a combined $543M — up 4.4% from $520M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SCL positions and 12 closed out — a net gain of 8 holders — while 72 added to existing stakes and 42 trimmed.
The largest buyer was BlackRock Advisors, adding an estimated $8.54M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $18.3M sold.
- 160 institutional investors held Stepan Co (SCL) as of Q1 2015, up from 155 in Q4 2014.
- Funds reported $543M of Stepan Co stock for Q1 2015, up 4.4% quarter-over-quarter.
- 20 funds opened new Stepan Co positions in Q1 2015 and 12 closed out, a net change of +8 holders.
- The largest Stepan Co buyer in Q1 2015 was BlackRock Advisors, an estimated $8.54M added.
- The largest Stepan Co seller in Q1 2015 was Neuberger Berman Group, an estimated $18.3M sold.
Based on aggregated 13F filings for Q1 2015.