We are live on ! Find out more
SCL icon

Stepan Co
SCL

155 hedge funds and large institutions have $520M invested in Stepan Co in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

28% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 46

5% more funds holding

Funds holding: 148 → 155 (+7)

0.55% less ownership

Funds ownership: 58.92% → 58.36% (-0.55%)

11% less capital invested

Capital invested by funds: $583M → $520M (-$62.7M)

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
4.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
59
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$4.17M
2
Norges Bank
Norges Bank
Norway
+$4.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.35M
4
LSV Asset Management
LSV Asset Management
Illinois
+$2.44M
5
Morgan Stanley
Morgan Stanley
New York
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
TAM
Third Avenue Management
New York
-$17M
2
RA
Royce & Associates
New York
-$12.3M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$11.9M
4
Franklin Resources
Franklin Resources
California
-$3.31M
5
BIT
BlackRock Institutional Trust
California
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
151
Gemmer Asset Management
California
$2K +$552 +13 +36%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.55K +60 New
ACS
153
Archford Capital Strategies
Illinois
$1K – – –
Manulife (Manufacturers Life Insurance)
154
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$498 -$12.4K -291 -2%
BFO
155
Boston Family Office
Massachusetts
– -$662K -14,906 Closed
AQR Capital Management
156
AQR Capital Management
Connecticut
– -$364K -8,200 Closed
ProShare Advisors
157
ProShare Advisors
Maryland
– -$359K -8,079 Closed
BG
158
Bahl & Gaynor
Ohio
– -$320K -7,205 Closed
IMS
159
Index Management Solutions
Pennsylvania
– -$282K -6,364 Closed
DTL
160
Dynamic Technology Lab
Singapore
– -$268K -6,045 Closed
FIM
161
Freedom Investment Management
Connecticut
– -$254K -5,722 Closed
JMPWA
162
JP Morgan Private Wealth Advisors
California
– -$251K -5,645 Closed
TRCT
163
Tower Research Capital (TRC)
New York
– -$102K -2,300 Closed
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
– -$47.3K -1,065 Closed
ANBT
165
American National Bank & Trust
Texas
– -$45K -1,016 Closed
RNS
166
Robert N. Shapiro
– -$12K -260 Closed
NFG
167
Next Financial Group
Texas
– -$5K -101 Closed
LWM
168
LBA Wealth Management
Florida
– -$3K -64 Closed
3 4 5 6
7

SCL Hedge Fund Activity: Q4 2014 in Review

155 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2014, worth a combined $520M — down 11% from $583M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SCL positions and 14 closed out — a net gain of 8 holders — while 59 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $4.17M. The largest seller was Third Avenue Management, cutting an estimated $17M.

  • 155 institutional investors held Stepan Co (SCL) as of Q4 2014, up from 148 in Q3 2014.
  • Funds reported $520M of Stepan Co stock for Q4 2014, down 11% quarter-over-quarter.
  • 22 funds opened new Stepan Co positions in Q4 2014 and 14 closed out, a net change of +8 holders.
  • The largest Stepan Co buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $4.17M added.
  • The largest Stepan Co seller in Q4 2014 was Third Avenue Management, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2014.