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Stepan Co
SCL

149 hedge funds and large institutions have $737M invested in Stepan Co in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 40

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

3% more funds holding

Funds holding: 145 → 149 (+4)

4% more capital invested

Capital invested by funds: $710M → $737M (+$27.5M)

0.18% less ownership

Funds ownership: 57.8% → 57.62% (-0.18%)

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
4.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
67
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$7.18M
2
BFA
BlackRock Fund Advisors
California
+$6.71M
3
ACM
Atlanta Capital Management
Georgia
+$5.63M
4
TAM
Third Avenue Management
New York
+$3.56M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.55M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$20.1M
2
LSV Asset Management
LSV Asset Management
Illinois
-$7.06M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.82M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$3.12M
5
PP
PDT Partners
New York
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
126
Jones Financial Companies
Missouri
$132K +$132K +2,288 New
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$131K +$104K +1,796 +385%
CAL
128
Capital Analysts LLC
Pennsylvania
$130K -$100K -1,735 -43%
PI
129
PineBridge Investments
New York
$123K +$9.79K +169 +9%
FNBT
130
FineMark National Bank & Trust
Florida
$115K – – –
DCM
131
Dean Capital Management
Kansas
$111K -$1.45K -25 -1%
KTC
132
Kistler-Tiffany Companies
Pennsylvania
$111K – – –
HNB
133
Huntington National Bank
Ohio
$89K +$72.4K +1,251 +439%
Citigroup
134
Citigroup
New York
$80K -$141K -2,439 -64%
GT
135
Glenmede Trust
Pennsylvania
$78K +$64K +1,106 +439%
Axa
136
Axa
France
$46K -$582K -10,050 -93%
FMT
137
First Mercantile Trust
Tennessee
$44K -$86.9K -1,500 -66%
BlackRock
138
BlackRock
New York
$37K – – –
Envestnet Asset Management
139
Envestnet Asset Management
Illinois
$26K -$50.3K -869 -66%
DADC
140
D.A. Davidson & Co
Montana
$23K – – –
RNS
141
Robert N. Shapiro
$18K -$290 -5 -2%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$17K – – –
HR
143
Howe & Rusling
New York
$16K +$6.66K +115 +72%
LTFS
144
Ladenburg Thalmann Financial Services
Florida
$8K +$579 +10 +8%
EFSCE
145
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
Creative Planning
146
Creative Planning
Kansas
$2K – – –
DA
147
Denali Advisors
California
$2K – – –
NES
148
New England Securities
New York
$2K +$1.51K +26 New
Manulife (Manufacturers Life Insurance)
149
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$805 -$8.86K -153 -1%
Acadian Asset Management
150
Acadian Asset Management
Massachusetts
– -$3.82M -68,739 Closed
3 4 5
6
7

SCL Hedge Fund Activity: Q3 2013 in Review

149 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2013, worth a combined $737M — up 3.9% from $710M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SCL positions and 10 closed out — a net gain of 5 holders — while 67 added to existing stakes and 40 trimmed.

The largest buyer was Franklin Resources, adding an estimated $7.18M. The largest seller was Royce & Associates, cutting an estimated $20.1M.

  • 149 institutional investors held Stepan Co (SCL) as of Q3 2013, up from 145 in Q2 2013.
  • Funds reported $737M of Stepan Co stock for Q3 2013, up 3.9% quarter-over-quarter.
  • 15 funds opened new Stepan Co positions in Q3 2013 and 10 closed out, a net change of +5 holders.
  • The largest Stepan Co buyer in Q3 2013 was Franklin Resources, an estimated $7.18M added.
  • The largest Stepan Co seller in Q3 2013 was Royce & Associates, an estimated $20.1M sold.

Based on aggregated 13F filings for Q3 2013.