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Stepan Co
SCL

138 hedge funds and large institutions have $855M invested in Stepan Co in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 46

16% more capital invested

Capital invested by funds: $737M → $855M (+$118M)

0.13% more ownership

Funds ownership: 57.62% → 57.75% (+0.13%)

7% less funds holding

Funds holding: 149 → 138 (-11)

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
138
Holders Change
-11
Holders Change %
-7.38%
% of All Funds
4.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
58
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
+$20.1M
2
TAM
Third Avenue Management
New York
+$5.11M
3
Franklin Resources
Franklin Resources
California
+$4.83M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.38M
5
BFA
BlackRock Fund Advisors
California
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$11.6M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$3.82M
3
Goldman Sachs
Goldman Sachs
New York
-$3.77M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$2.05M
5
NC
Nicholas Company
Wisconsin
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
101
Spectrum Advisory Services
Georgia
$422K -$8.6K -141 -2%
NI
102
Numeric Investors
Massachusetts
$413K +$30.5K +500 +9%
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$407K – – –
Federated Hermes
104
Federated Hermes
Pennsylvania
$395K -$186K -3,043 -34%
FA
105
FDx Advisors
Illinois
$364K +$4.33K +71 +1%
PI
106
PineBridge Investments
New York
$342K +$187K +3,059 +143%
UBS AM
107
UBS AM
Illinois
$335K +$30.5K +500 +11%
MBE
108
Michael B. Elefante
$305K – – –
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$304K +$283K +4,637 New
GCP
110
GSA Capital Partners
United Kingdom
$289K -$189K -3,100 -41%
Tudor Investment Corp
111
Tudor Investment Corp
Connecticut
$249K +$232K +3,800 New
HSBC Holdings
112
HSBC Holdings
United Kingdom
$244K -$9.58K -157 -4%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$241K +$224K +3,671 New
SB
114
Suntrust Banks
Georgia
$216K +$203K +3,320 New
CAL
115
Capital Analysts LLC
Pennsylvania
$201K +$49.7K +815 +36%
MSA
116
Mason Street Advisors
Wisconsin
$198K +$13.9K +228 +8%
DCM
117
Dean Capital Management
Kansas
$141K +$15.3K +250 +13%
FNBT
118
FineMark National Bank & Trust
Florida
$131K – – –
KTC
119
Kistler-Tiffany Companies
Pennsylvania
$126K – – –
HNB
120
Huntington National Bank
Ohio
$101K – – –
GT
121
Glenmede Trust
Pennsylvania
$89K – – –
FMT
122
First Mercantile Trust
Tennessee
$51K +$610 +10 +1%
Teacher Retirement System of Texas
123
Teacher Retirement System of Texas
Texas
$46K -$107K -1,749 -71%
BlackRock
124
BlackRock
New York
$43K – – –
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$39K +$8.36K +137 +30%
3 4
5
6 7

SCL Hedge Fund Activity: Q4 2013 in Review

138 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2013, worth a combined $855M — up 16% from $737M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of SCL and 10 opened new positions — a net loss of 11 holders — while 46 trimmed existing stakes and 58 added.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $20.1M. The largest seller was Royce & Associates, cutting an estimated $11.6M.

  • 138 institutional investors held Stepan Co (SCL) as of Q4 2013, down from 149 in Q3 2013.
  • Funds reported $855M of Stepan Co stock for Q4 2013, up 16% quarter-over-quarter.
  • 10 funds opened new Stepan Co positions in Q4 2013 and 21 closed out, a net change of -11 holders.
  • The largest Stepan Co buyer in Q4 2013 was Silvercrest Asset Management, an estimated $20.1M added.
  • The largest Stepan Co seller in Q4 2013 was Royce & Associates, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2013.