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Stepan Co
SCL

197 hedge funds and large institutions have $1.37B invested in Stepan Co in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

15% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 66

12% more capital invested

Capital invested by funds: $1.23B → $1.37B (+$143M)

3% more funds holding

Funds holding: 192 → 197 (+5)

0.49% more ownership

Funds ownership: 69.75% → 70.23% (+0.49%)

58% less call options, than puts

Call options by funds: $1.48M | Put options by funds: $3.5M

Holders
197
Holders Change
+5
Holders Change %
+2.6%
% of All Funds
4.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
76
Reduced
66
Closed
13
Calls
$1.48M
Puts
$3.5M
Net Calls
-$2.02M
Net Calls Change
+$19K

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$7.44M
2
BlackRock
BlackRock
New York
+$7.25M
3
ACM
Atlanta Capital Management
Georgia
+$4.31M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.28M
5
Morgan Stanley
Morgan Stanley
New York
+$3.6M

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$6.63M
2
SBH
Segall Bryant & Hamill
Illinois
-$6.2M
3
American Century Companies
American Century Companies
Missouri
-$6.05M
4
TCIM
TIAA CREF Investment Management
New York
-$4.58M
5
DIA
Dean Investment Associates
Ohio
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMANY
126
Capital Management Associates (New York)
New York
$392K – – –
GHCM
127
Glen Harbor Capital Management
California
$364K +$52.7K +612 +17%
XK
128
Xact Kapitalforvaltning
Sweden
$362K – – –
QCMNJ
129
Quantum Capital Management (New Jersey)
New Jersey
$348K – – –
MAM
130
Meeder Asset Management
Ohio
$345K +$267K +3,103 +364%
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$323K – – –
ECM
132
Evergreen Capital Management
Washington
$319K – – –
D.E. Shaw & Co
133
D.E. Shaw & Co
New York
$301K -$528K -6,127 -64%
CGH
134
Crossmark Global Holdings
Texas
$300K -$38.8K -450 -12%
MCIM
135
Meadow Creek Investment Management
Georgia
$300K +$43.4K +504 +17%
LPL Financial
136
LPL Financial
California
$298K -$2.07K -24 -0.7%
GC
137
Gratus Capital
Georgia
$293K -$38.8K -450 -12%
WG
138
Winton Group
United Kingdom
$276K +$273K +3,174 New
CSS
139
Cubist Systematic Strategies
Connecticut
$272K +$269K +3,125 New
SBH
140
Segall Bryant & Hamill
Illinois
$261K -$6.2M -72,021 -96%
AB
141
Amalgamated Bank
New York
$257K -$1.21K -14 -0.5%
VIA
142
Vident Investment Advisory
Georgia
$246K +$243K +2,823 New
EP
143
Elkfork Partners
Oregon
$236K +$34.1K +396 +17%
PA
144
Profund Advisors
Maryland
$234K -$30.3K -352 -12%
CIBC Asset Management
145
CIBC Asset Management
Ontario, Canada
$234K – – –
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$222K +$8.27K +96 +4%
FMT
147
First Mercantile Trust
Tennessee
$220K +$25K +290 +13%
RJFSA
148
Raymond James Financial Services Advisors
Florida
$218K -$6.8K -79 -3%
UCFA
149
United Capital Financial Advisors
Texas
$218K +$216K +2,508 New
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$208K -$148K -1,714 -42%
4 5
6
7 8

SCL Hedge Fund Activity: Q3 2018 in Review

197 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2018, worth a combined $1.37B — up 12% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SCL positions and 13 closed out — a net gain of 6 holders — while 76 added to existing stakes and 66 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $7.44M. The largest seller was Federated Hermes, cutting an estimated $6.63M.

  • 197 institutional investors held Stepan Co (SCL) as of Q3 2018, up from 192 in Q2 2018.
  • Funds reported $1.37B of Stepan Co stock for Q3 2018, up 12% quarter-over-quarter.
  • 19 funds opened new Stepan Co positions in Q3 2018 and 13 closed out, a net change of +6 holders.
  • The largest Stepan Co buyer in Q3 2018 was AllianceBernstein, an estimated $7.44M added.
  • The largest Stepan Co seller in Q3 2018 was Federated Hermes, an estimated $6.63M sold.

Based on aggregated 13F filings for Q3 2018.