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Stepan Co
SCL

187 hedge funds and large institutions have $1.21B invested in Stepan Co in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 73 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.38% more ownership

Funds ownership: 70.23% → 72.62% (+2.4%)

5% less funds holding

Funds holding: 197 → 187 (-10)

12% less capital invested

Capital invested by funds: $1.37B → $1.21B (-$162M)

18% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 73

28% less call options, than puts

Call options by funds: $488K | Put options by funds: $678K

32% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 28

Holders
187
Holders Change
-10
Holders Change %
-5.08%
% of All Funds
4.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
60
Reduced
73
Closed
28
Calls
$488K
Puts
$678K
Net Calls
-$190K
Net Calls Change
+$1.83M

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$60.2M
2
SAM
Southernsun Asset Management
Tennessee
+$14M
3
JP Morgan Chase
JP Morgan Chase
New York
+$9.29M
4
BlackRock
BlackRock
New York
+$6.63M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$6.31M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$12.2M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$6.14M
3
BCM
Bridgeway Capital Management
Texas
-$5.16M
4
UBS Group
UBS Group
Switzerland
-$4.89M
5
FP
Foundry Partners
Minnesota
-$4.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$750K – – –
Los Angeles Capital Management
102
Los Angeles Capital Management
California
$732K – – –
MIM
103
MetLife Investment Management
New Jersey
$682K – – –
WIM
104
Wilen Investment Management
Florida
$667K – – –
Citadel Advisors
105
Citadel Advisors
Florida
$655K +$171K +2,105 +31%
Macquarie Group
106
Macquarie Group
Australia
$623K -$1.48M -18,180 -68%
RJA
107
Raymond James & Associates
Florida
$592K -$171K -2,100 -21%
US Bancorp
108
US Bancorp
Minnesota
$586K -$8.06K -99 -1%
AIM
109
Assured Investment Management
New York
$570K -$299K -3,669 -32%
OPERF
110
Oregon Public Employees Retirement Fund
Oregon
$570K +$627K +7,707 New
LSERS
111
Louisiana State Employees Retirement System
Louisiana
$561K -$107K -1,314 -15%
VRS
112
Virginia Retirement Systems
Virginia
$518K – – –
COPPSERS
113
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$514K +$172K +2,110 +44%
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$501K +$15.7K +193 +3%
TRSOTSOK
115
Teachers Retirement System of the State of Kentucky
Kentucky
$501K – – –
SOADOR
116
State of Alaska Department of Revenue
Alaska
$500K +$16.1K +198 +3%
BC
117
Burney Company
Virginia
$500K +$48.8K +600 +10%
SRAM
118
Stone Ridge Asset Management
New York
$495K -$14.6K -179 -3%
MSA
119
Mason Street Advisors
Wisconsin
$466K +$23.4K +287 +5%
MERSOM
120
Municipal Employees' Retirement System of Michigan
Michigan
$434K +$477K +5,860 New
Holocene Advisors
121
Holocene Advisors
New York
$415K +$456K +5,603 New
Victory Capital Management
122
Victory Capital Management
Texas
$380K +$16.4K +201 +4%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$368K +$404K +4,968 New
PIA
124
Piedmont Investment Advisors
North Carolina
$357K +$12.5K +154 +3%
CMANY
125
Capital Management Associates (New York)
New York
$333K – – –
3 4
5
6 7

SCL Hedge Fund Activity: Q4 2018 in Review

187 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2018, worth a combined $1.21B — down 12% from $1.37B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SCL and 19 opened new positions — a net loss of 9 holders — while 73 trimmed existing stakes and 60 added.

The largest buyer was HighTower Advisors, adding an estimated $60.2M. The largest seller was AllianceBernstein, cutting an estimated $12.2M.

  • 187 institutional investors held Stepan Co (SCL) as of Q4 2018, down from 197 in Q3 2018.
  • Funds reported $1.21B of Stepan Co stock for Q4 2018, down 12% quarter-over-quarter.
  • 19 funds opened new Stepan Co positions in Q4 2018 and 28 closed out, a net change of -9 holders.
  • The largest Stepan Co buyer in Q4 2018 was HighTower Advisors, an estimated $60.2M added.
  • The largest Stepan Co seller in Q4 2018 was AllianceBernstein, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2018.