Stepan Co
166 hedge funds and large institutions have $661M invested in Stepan Co in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
45% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 49
19% more capital invested
Capital invested by funds: $558M → $661M (+$104M)
4% more funds holding
Funds holding: 159 → 166 (+7)
0.3% less ownership
Funds ownership: 60.16% → 59.86% (-0.3%)
96% less call options, than puts
Call options by funds: $15K | Put options by funds: $388K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$6.84M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.21M |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$4.5M |
| 4 |
WC
Walthausen & Co
Malta,
New York
|
+$4.48M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$3.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$10.9M |
| 2 |
RA
Royce & Associates
New York
|
-$10.5M |
| 3 |
DVM
Dreman Value Management
West Palm Beach,
Florida
|
-$6.06M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$4.78M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$2.47M |
SCL Hedge Fund Activity: Q4 2015 in Review
166 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2015, worth a combined $661M — up 19% from $558M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SCL positions and 11 closed out — a net gain of 8 holders — while 71 added to existing stakes and 49 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $6.84M. The largest seller was Franklin Resources, cutting an estimated $10.9M.
- 166 institutional investors held Stepan Co (SCL) as of Q4 2015, up from 159 in Q3 2015.
- Funds reported $661M of Stepan Co stock for Q4 2015, up 19% quarter-over-quarter.
- 19 funds opened new Stepan Co positions in Q4 2015 and 11 closed out, a net change of +8 holders.
- The largest Stepan Co buyer in Q4 2015 was LSV Asset Management, an estimated $6.84M added.
- The largest Stepan Co seller in Q4 2015 was Franklin Resources, an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2015.