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Stepan Co
SCL

149 hedge funds and large institutions have $737M invested in Stepan Co in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 40

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

3% more funds holding

Funds holding: 145 → 149 (+4)

4% more capital invested

Capital invested by funds: $710M → $737M (+$27.5M)

0.18% less ownership

Funds ownership: 57.8% → 57.62% (-0.18%)

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
4.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
67
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$7.18M
2
BFA
BlackRock Fund Advisors
California
+$6.71M
3
ACM
Atlanta Capital Management
Georgia
+$5.63M
4
TAM
Third Avenue Management
New York
+$3.56M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.55M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$20.1M
2
LSV Asset Management
LSV Asset Management
Illinois
-$7.06M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.82M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$3.12M
5
PP
PDT Partners
New York
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
101
TFS Capital
Pennsylvania
$482K +$66.8K +1,154 +16%
CAM
102
Capstone Asset Management
Texas
$474K +$25.5K +440 +6%
PSUF
103
People's United Financial
Connecticut
$464K +$103K +1,781 +28%
US Bancorp
104
US Bancorp
Minnesota
$458K +$7.59K +131 +2%
PI
105
Placemark Investments
Illinois
$452K +$56.8K +981 +14%
BC
106
Burney Company
Virginia
$445K – – –
GCP
107
GSA Capital Partners
United Kingdom
$433K +$139K +2,400 +47%
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$421K -$127K -2,200 -23%
Two Sigma Advisers
109
Two Sigma Advisers
New York
$402K +$403K +6,967 New
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$393K +$23.2K +400 +6%
SAS
111
Spectrum Advisory Services
Georgia
$379K -$2.08K -36 -0.5%
Public Employees Retirement Association of Colorado
112
Public Employees Retirement Association of Colorado
Colorado
$358K – – –
RFC
113
Russell Frank Company
Washington
$345K -$922K -15,929 -73%
NI
114
Numeric Investors
Massachusetts
$335K – – –
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$335K +$336K +5,808 New
FA
116
FDx Advisors
Illinois
$316K +$317K +5,479 New
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$298K -$87.1K -1,504 -23%
SCM
118
Stevens Capital Management
Pennsylvania
$274K +$274K +4,738 New
MBE
119
Michael B. Elefante
$268K – – –
UBS AM
120
UBS AM
Illinois
$266K – – –
HSBC Holdings
121
HSBC Holdings
United Kingdom
$224K +$225K +3,884 New
BMCMI
122
Bryn Mawr Capital Management Inc
Pennsylvania
$223K +$224K +3,860 New
SG Americas Securities
123
SG Americas Securities
New York
$184K +$184K +3,182 New
MSA
124
Mason Street Advisors
Wisconsin
$161K +$19.7K +341 +14%
Teacher Retirement System of Texas
125
Teacher Retirement System of Texas
Texas
$142K +$68.4K +1,181 +93%
3 4
5
6 7

SCL Hedge Fund Activity: Q3 2013 in Review

149 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2013, worth a combined $737M — up 3.9% from $710M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SCL positions and 10 closed out — a net gain of 5 holders — while 67 added to existing stakes and 40 trimmed.

The largest buyer was Franklin Resources, adding an estimated $7.18M. The largest seller was Royce & Associates, cutting an estimated $20.1M.

  • 149 institutional investors held Stepan Co (SCL) as of Q3 2013, up from 145 in Q2 2013.
  • Funds reported $737M of Stepan Co stock for Q3 2013, up 3.9% quarter-over-quarter.
  • 15 funds opened new Stepan Co positions in Q3 2013 and 10 closed out, a net change of +5 holders.
  • The largest Stepan Co buyer in Q3 2013 was Franklin Resources, an estimated $7.18M added.
  • The largest Stepan Co seller in Q3 2013 was Royce & Associates, an estimated $20.1M sold.

Based on aggregated 13F filings for Q3 2013.