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Stepan Co
SCL

197 hedge funds and large institutions have $1.37B invested in Stepan Co in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

15% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 66

12% more capital invested

Capital invested by funds: $1.23B → $1.37B (+$143M)

3% more funds holding

Funds holding: 192 → 197 (+5)

0.49% more ownership

Funds ownership: 69.75% → 70.23% (+0.49%)

58% less call options, than puts

Call options by funds: $1.48M | Put options by funds: $3.5M

Holders
197
Holders Change
+5
Holders Change %
+2.6%
% of All Funds
4.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
76
Reduced
66
Closed
13
Calls
$1.48M
Puts
$3.5M
Net Calls
-$2.02M
Net Calls Change
+$19K

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$7.44M
2
BlackRock
BlackRock
New York
+$7.25M
3
ACM
Atlanta Capital Management
Georgia
+$4.31M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.28M
5
Morgan Stanley
Morgan Stanley
New York
+$3.6M

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$6.63M
2
SBH
Segall Bryant & Hamill
Illinois
-$6.2M
3
American Century Companies
American Century Companies
Missouri
-$6.05M
4
TCIM
TIAA CREF Investment Management
New York
-$4.58M
5
DIA
Dean Investment Associates
Ohio
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
76
O'Shaughnessy Asset Management
Connecticut
$1.8M +$1.47M +17,023 +468%
Bessemer Group
77
Bessemer Group
New Jersey
$1.69M – – –
Comerica Bank
78
Comerica Bank
Texas
$1.62M -$121K -1,400 -7%
SLG
79
Stanley-Laman Group
Pennsylvania
$1.59M +$71.5K +830 +5%
SGAM
80
Smith Group Asset Management
Texas
$1.5M +$59.4K +690 +4%
SFM
81
Systematic Financial Management
New Jersey
$1.48M -$188K -2,185 -11%
ERSOT
82
Employees Retirement System of Texas
Texas
$1.46M -$1.21M -14,000 -45%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$1.39M +$205K +2,386 +18%
AIG
84
American International Group
New York
$1.39M +$29.5K +342 +2%
O
85
OppenheimerFunds
New York
$1.29M -$151K -1,753 -11%
SCA
86
Secor Capital Advisors
New York
$1.28M +$412K +4,788 +48%
UBS AM
87
UBS AM
Illinois
$1.27M +$59K +685 +5%
DCM
88
Dupont Capital Management
Delaware
$1.22M – – –
Public Sector Pension Investment Board (PSP Investments)
89
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.22M +$98.5K +1,144 +9%
Citigroup
90
Citigroup
New York
$1.16M +$539K +6,256 +89%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.13M -$174K -2,019 -13%
DCM
92
Dean Capital Management
Kansas
$1.12M -$2.04M -23,680 -65%
TPSF
93
Texas Permanent School Fund
Texas
$1.11M -$9.3K -108 -0.8%
SO
94
STRS Ohio
Ohio
$1.08M -$155K -1,800 -13%
AIM
95
Assured Investment Management
New York
$989K -$378K -4,387 -28%
SAM
96
Shell Asset Management
Netherlands
$984K – – –
AG
97
Aperio Group
California
$946K +$32.5K +377 +4%
CS
98
Credit Suisse
Switzerland
$942K -$1.02M -11,868 -52%
HFA
99
Huber Financial Advisors
Illinois
$904K – – –
TD Asset Management
100
TD Asset Management
Ontario, Canada
$883K +$374K +4,340 +75%
2 3
4
5 6

SCL Hedge Fund Activity: Q3 2018 in Review

197 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2018, worth a combined $1.37B — up 12% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SCL positions and 13 closed out — a net gain of 6 holders — while 76 added to existing stakes and 66 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $7.44M. The largest seller was Federated Hermes, cutting an estimated $6.63M.

  • 197 institutional investors held Stepan Co (SCL) as of Q3 2018, up from 192 in Q2 2018.
  • Funds reported $1.37B of Stepan Co stock for Q3 2018, up 12% quarter-over-quarter.
  • 19 funds opened new Stepan Co positions in Q3 2018 and 13 closed out, a net change of +6 holders.
  • The largest Stepan Co buyer in Q3 2018 was AllianceBernstein, an estimated $7.44M added.
  • The largest Stepan Co seller in Q3 2018 was Federated Hermes, an estimated $6.63M sold.

Based on aggregated 13F filings for Q3 2018.