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Stepan Co

200 hedge funds and large institutions have $1.26B invested in Stepan Co in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

33% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 61

12% more capital invested

Capital invested by funds: $1.12B → $1.26B (+$139M)

3% more funds holding

Funds holding: 194200 (+6)

0.94% more ownership

Funds ownership: 63.24%64.18% (+0.94%)

22% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.3M

Holders
200
Holders Change
+6
Holders Change %
+3.09%
% of All Funds
4.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
81
Reduced
61
Closed
17
Calls
$1.01M
Puts
$1.3M
Net Calls
-$290K
Net Calls Change
-$423K
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
126
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$523K +$16.8K +200 +3%
IA
127
IndexIQ Advisors
New York
$523K +$505K +6,004 New
MERSOM
128
Municipal Employees' Retirement System of Michigan
Michigan
$515K +$14.3K +170 +3%
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$501K +$483K +5,748 New
SGI
130
Summit Global Investments
Utah
$497K -$84.1K -1,000 -15%
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$481K
AW
132
Alpha Windward
Massachusetts
$471K +$454K +5,400 New
SG Americas Securities
133
SG Americas Securities
New York
$445K +$223K +2,648 +108%
MSA
134
Mason Street Advisors
Wisconsin
$420K +$22.8K +271 +6%
VFA
135
Virtus Fund Advisers
Connecticut
$417K -$11.9K -142 -3%
SEI Investments
136
SEI Investments
Pennsylvania
$403K +$389K +4,627 New
Citadel Advisors
137
Citadel Advisors
Florida
$400K +$386K +4,593 New
OSAM
138
O'Shaughnessy Asset Management
Connecticut
$397K
FA
139
FDx Advisors
Illinois
$378K +$142K +1,686 +63%
PIA
140
Piedmont Investment Advisors
North Carolina
$368K +$355K +4,227 New
Squarepoint
141
Squarepoint
New York
$352K +$340K +4,045 New
QCMNJ
142
Quantum Capital Management (New Jersey)
New Jersey
$349K -$144K -1,718 -30%
RQS
143
Ramsey Quantitative Systems
Kentucky
$338K +$326K +3,877 New
SOADOR
144
State of Alaska Department of Revenue
Alaska
$336K +$144K +1,708 +79%
CAM
145
Capstone Asset Management
Texas
$331K -$37K -440 -10%
TC
146
TFS Capital
Pennsylvania
$326K -$1.05M -12,467 -77%
SCA
147
Secor Capital Advisors
New York
$299K -$1.03M -12,233 -78%
LPL Financial
148
LPL Financial
California
$299K +$289K +3,436 New
OAM
149
Oxford Asset Management
United Kingdom
$286K -$752K -8,940 -73%
CIM
150
Contravisory Investment Management
Massachusetts
$276K

SCL Hedge Fund Activity: Q2 2017 in Review

200 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q2 2017, worth a combined $1.26B — up 12% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SCL positions and 17 closed out — a net gain of 7 holders — while 81 added to existing stakes and 61 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $12.7M. The largest seller was Arrowstreet Capital, cutting an estimated $9M.

  • 200 institutional investors held Stepan Co (SCL) as of Q2 2017, up from 194 in Q1 2017.
  • Funds reported $1.26B of Stepan Co stock for Q2 2017, up 12% quarter-over-quarter.
  • 24 funds opened new Stepan Co positions in Q2 2017 and 17 closed out, a net change of +7 holders.
  • The largest Stepan Co buyer in Q2 2017 was HighTower Advisors, an estimated $12.7M added.
  • The largest Stepan Co seller in Q2 2017 was Arrowstreet Capital, an estimated $9M sold.

Based on aggregated 13F filings for Q2 2017.