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Stepan Co

195 hedge funds and large institutions have $1.66B invested in Stepan Co in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $7.91M | Put options by funds: $2.66M

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

3% more funds holding

Funds holding: 189195 (+6)

5% more capital invested

Capital invested by funds: $1.59B → $1.66B (+$74.1M)

0% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 66

0.53% less ownership

Funds ownership: 76.55%76.02% (-0.53%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
195
Holders Change
+6
Holders Change %
+3.17%
% of All Funds
4.28%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
21
Increased
66
Reduced
66
Closed
14
Calls
$7.91M
Puts
$2.66M
Net Calls
+$5.25M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
101
HSBC Holdings
United Kingdom
$851K +$832K +8,765 New
AIMCA
102
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$815K +$797K +8,400 New
OPERF
103
Oregon Public Employees Retirement Fund
Oregon
$781K +$9.49K +100 +1%
LSERS
104
Louisiana State Employees Retirement System
Louisiana
$718K -$19K -200 -3%
VRS
105
Virginia Retirement Systems
Virginia
$689K
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$680K -$1.67M -17,647 -72%
SRAM
107
Stone Ridge Asset Management
New York
$675K -$9.49K -100 -1%
JG
108
Jefferies Group
New York
$669K +$160K +1,687 +32%
MSA
109
Mason Street Advisors
Wisconsin
$662K +$2.18K +23 +0.3%
COPPSERS
110
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$661K -$15.4K -162 -2%
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$657K
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$640K
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$638K +$12.9K +136 +2%
BC
114
Burney Company
Virginia
$635K
Wolverine Trading
115
Wolverine Trading
Illinois
$602K +$596K +6,277 New
KFA
116
Krane Funds Advisors
New York
$586K +$513K +5,410 +856%
MERSOM
117
Municipal Employees' Retirement System of Michigan
Michigan
$584K -$225K -2,370 -28%
SFM
118
Systematic Financial Management
New Jersey
$574K +$561K +5,910 New
QCM
119
Quantinno Capital Management
New York
$572K
Holocene Advisors
120
Holocene Advisors
New York
$550K +$298K +3,136 +124%
IAA
121
Independent Advisor Alliance
North Carolina
$547K +$534K +5,632 New
US Bancorp
122
US Bancorp
Minnesota
$537K -$220K -2,315 -29%
Stifel Financial
123
Stifel Financial
Missouri
$500K +$254K +2,680 +110%
BCM
124
Bridgeway Capital Management
Texas
$466K +$455K +4,800 New
QCMNJ
125
Quantum Capital Management (New Jersey)
New Jersey
$454K +$63.9K +673 +17%

SCL Hedge Fund Activity: Q3 2019 in Review

195 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2019, worth a combined $1.66B — up 4.7% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SCL positions and 14 closed out — a net gain of 7 holders — while 66 added to existing stakes and 66 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.25M. The largest seller was Allianz Asset Management, cutting an estimated $8.93M.

  • 195 institutional investors held Stepan Co (SCL) as of Q3 2019, up from 189 in Q2 2019.
  • Funds reported $1.66B of Stepan Co stock for Q3 2019, up 4.7% quarter-over-quarter.
  • 21 funds opened new Stepan Co positions in Q3 2019 and 14 closed out, a net change of +7 holders.
  • The largest Stepan Co buyer in Q3 2019 was Wells Fargo, an estimated $4.25M added.
  • The largest Stepan Co seller in Q3 2019 was Allianz Asset Management, an estimated $8.93M sold.

Based on aggregated 13F filings for Q3 2019.