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Stepan Co
SCL

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
160
Holders Change
+5
Holders Change %
+3.23%
% of All Funds
4.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
72
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BA
BlackRock Advisors
Delaware
+$8.54M
2
Prudential Financial
Prudential Financial
New Jersey
+$6.45M
3
NAP
New Amsterdam Partners
New York
+$4.75M
4
DVM
Dreman Value Management
Florida
+$3.67M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$18.3M
2
Franklin Resources
Franklin Resources
California
-$11.3M
3
NC
Nicholas Company
Wisconsin
-$5.65M
4
TAM
Third Avenue Management
New York
-$5.15M
5
GKIM
GW&K Investment Management
Massachusetts
-$3.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
101
UBS AM
Illinois
$492K +$19.9K +500 +4%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$481K +$450K +11,298 +4,483%
WIM
103
Wilen Investment Management
Florida
$472K – – –
CIC
104
Cornercap Investment Counsel
Georgia
$453K +$74.2K +1,865 +21%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$449K -$302K -7,577 -41%
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$433K +$15.9K +400 +4%
BMCMI
107
Bryn Mawr Capital Management Inc
Pennsylvania
$428K +$31.8K +800 +8%
AG
108
Aperio Group
California
$427K +$408K +10,251 New
CMANY
109
Capital Management Associates (New York)
New York
$417K – – –
GC
110
Globeflex Capital
California
$390K +$372K +9,351 New
VOYA Investment Management
111
VOYA Investment Management
Georgia
$382K – – –
DTL
112
Dynamic Technology Lab
Singapore
$371K +$356K +8,945 New
US Bancorp
113
US Bancorp
Minnesota
$370K -$157K -3,932 -31%
PSUF
114
People's United Financial
Connecticut
$351K -$9.28K -233 -3%
LSERS
115
Louisiana State Employees Retirement System
Louisiana
$350K -$11.9K -300 -3%
SAS
116
Spectrum Advisory Services
Georgia
$325K -$4.9K -123 -2%
Citigroup
117
Citigroup
New York
$308K -$168K -4,219 -36%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$303K +$7.96K +200 +3%
BC
119
Burney Company
Virginia
$293K -$26.7K -670 -9%
SCM
120
Stevens Capital Management
Pennsylvania
$272K -$5.61K -141 -2%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$269K +$242K +6,074 +1,565%
Public Employees Retirement Association of Colorado
122
Public Employees Retirement Association of Colorado
Colorado
$258K – – –
TRSOTSOK
123
Teachers Retirement System of the State of Kentucky
Kentucky
$250K – – –
ProShare Advisors
124
ProShare Advisors
Maryland
$248K +$237K +5,955 New
SIM
125
Spark Investment Management
New York
$241K +$231K +5,800 New
3 4
5
6 7

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.