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Stepan Co

182 hedge funds and large institutions have $1.01B invested in Stepan Co in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $349K

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

50% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 54

24% more capital invested

Capital invested by funds: $815M → $1.01B (+$199M)

6% more funds holding

Funds holding: 171182 (+11)

1.6% more ownership

Funds ownership: 61.32%62.91% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
182
Holders Change
+11
Holders Change %
+6.43%
% of All Funds
4.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
81
Reduced
54
Closed
13
Calls
$1.02M
Puts
$349K
Net Calls
+$669K
Net Calls Change
-$117K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
101
BlackRock
New York
$797K +$111K +1,656 +18%
WIM
102
Wilen Investment Management
Florida
$786K -$40.3K -600 -5%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$756K
ASRS
104
Arizona State Retirement System
Arizona
$730K +$33.6K +500 +5%
CMANY
105
Capital Management Associates (New York)
New York
$727K
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$719K +$69.9K +1,040 +12%
BPM
107
Bowling Portfolio Management
Ohio
$704K +$651K +9,691 New
Los Angeles Capital Management
108
Los Angeles Capital Management
California
$673K
DC
109
Deere & Company
Illinois
$651K +$602K +8,961 New
GC
110
Globeflex Capital
California
$627K
LSERS
111
Louisiana State Employees Retirement System
Louisiana
$625K +$33.6K +500 +6%
SCM
112
Stevens Capital Management
Pennsylvania
$588K +$29.3K +436 +6%
FCBT
113
First Citizens Bank & Trust
North Carolina
$574K -$181K -2,688 -25%
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$574K
USAA
115
United Services Automobile Association
Texas
$570K +$28.9K +430 +6%
HIM
116
Hillsdale Investment Management
Ontario, Canada
$550K +$33.6K +500 +7%
CAM
117
Capstone Asset Management
Texas
$543K +$9.4K +140 +2%
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$541K +$147K +2,182 +41%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$538K -$712K -10,600 -59%
BC
120
Burney Company
Virginia
$502K
MC
121
Menta Capital
California
$499K -$302K -4,500 -40%
AG
122
Algert Global
California
$490K +$453K +6,743 New
BG
123
Bahl & Gaynor
Ohio
$479K +$39K +580 +10%
GC
124
Gratus Capital
Georgia
$465K -$67.2K -1,000 -14%
US Bancorp
125
US Bancorp
Minnesota
$465K +$4.3K +64 +1%

SCL Hedge Fund Activity: Q3 2016 in Review

182 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2016, worth a combined $1.01B — up 24% from $815M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SCL positions and 13 closed out — a net gain of 13 holders — while 81 added to existing stakes and 54 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $10.2M. The largest seller was Allianz Asset Management, cutting an estimated $7.26M.

  • 182 institutional investors held Stepan Co (SCL) as of Q3 2016, up from 171 in Q2 2016.
  • Funds reported $1.01B of Stepan Co stock for Q3 2016, up 24% quarter-over-quarter.
  • 26 funds opened new Stepan Co positions in Q3 2016 and 13 closed out, a net change of +13 holders.
  • The largest Stepan Co buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $10.2M added.
  • The largest Stepan Co seller in Q3 2016 was Allianz Asset Management, an estimated $7.26M sold.

Based on aggregated 13F filings for Q3 2016.