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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
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$1.71M
CS
77
Credit Suisse
Switzerland
$1.57M -$99.2K -1,045 -6%
PI
78
PineBridge Investments
New York
$1.56M +$51K +537 +3%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$1.55M +$5.03K +53 +0.3%
First Trust Advisors
80
First Trust Advisors
Illinois
$1.55M +$40K +422 +3%
SOADOR
81
State of Alaska Department of Revenue
Alaska
$1.5M +$807K +8,500 +123%
AIG
82
American International Group
New York
$1.47M -$19.1K -201 -1%
Citigroup
83
Citigroup
New York
$1.38M -$83K -875 -6%
Millennium Management
84
Millennium Management
New York
$1.37M +$1.34M +14,094 New
SCM
85
Sterling Capital Management
North Carolina
$1.33M +$1.3M +13,711 New
TPSF
86
Texas Permanent School Fund
Texas
$1.33M -$14.1K -149 -1%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$1.24M +$536K +5,652 +79%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.2M -$7.5K -79 -0.6%
Deutsche Bank
89
Deutsche Bank
Germany
$1.13M +$161K +1,692 +17%
AG
90
Aperio Group
California
$1.13M +$29K +306 +3%
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$1.12M
WG
92
Winton Group
United Kingdom
$1.12M +$187K +1,967 +21%
JIC
93
Johnson Investment Counsel
Ohio
$1.1M
SO
94
STRS Ohio
Ohio
$1.06M -$28.5K -300 -3%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$1.01M +$68.8K +725 +8%
HFA
96
Huber Financial Advisors
Illinois
$998K
SAM
97
Shell Asset Management
Netherlands
$980K -$8.26K -87 -0.9%
MIM
98
MetLife Investment Management
New Jersey
$895K
WIM
99
Wilen Investment Management
Florida
$856K
Los Angeles Capital Management
100
Los Angeles Capital Management
California
$854K -$28.5K -300 -3%

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.