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Stepan Co

182 hedge funds and large institutions have $1.01B invested in Stepan Co in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $349K

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

50% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 54

24% more capital invested

Capital invested by funds: $815M → $1.01B (+$199M)

6% more funds holding

Funds holding: 171182 (+11)

1.6% more ownership

Funds ownership: 61.32%62.91% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
182
Holders Change
+11
Holders Change %
+6.43%
% of All Funds
4.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
81
Reduced
54
Closed
13
Calls
$1.02M
Puts
$349K
Net Calls
+$669K
Net Calls Change
-$117K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
151
PineBridge Investments
New York
$180K +$10.2K +152 +7%
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$177K -$1.28K -19 -0.8%
FNBT
153
FineMark National Bank & Trust
Florida
$145K
CPP
154
Crow Point Partners
Massachusetts
$142K +$131K +1,956 New
QI
155
QS Investors
New York
$114K
Victory Capital Management
156
Victory Capital Management
Texas
$111K +$11.2K +166 +12%
BJ
157
BlackRock Japan
Japan
$107K -$2.55K -38 -3%
VCM
158
Versant Capital Management
Arizona
$89K +$806 +12 +1%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$86K -$7.59K -113 -9%
HNB
160
Huntington National Bank
Ohio
$84K -$2.89K -43 -4%
AG
161
Advisor Group
Arizona
$80K -$11.6K -173 -13%
LIA
162
LS Investment Advisors
Michigan
$52K +$4.77K +71 +11%
TRCT
163
Tower Research Capital (TRC)
New York
$49K -$25.5K -380 -36%
RCM
164
Riverhead Capital Management
Delaware
$44K -$49.8K -742 -55%
AIM
165
Acrospire Investment Management
Illinois
$42K
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$39K +$6.05K +90 +20%
Walleye Trading
167
Walleye Trading
New York
$36K +$6.72K +100 +25%
Fuller & Thaler Asset Management
168
Fuller & Thaler Asset Management
California
$36K +$33.6K +500 New
IA
169
IFP Advisors
Florida
$35K +$31.6K +471 +4,710%
DADC
170
D.A. Davidson & Co
Montana
$29K
FHA
171
First Horizon Advisors
Tennessee
$15K
SWA
172
Sutton Wealth Advisors
Florida
$10.5K
Simplex Trading
173
Simplex Trading
Illinois
$9K +$8.8K +131 New
IUHSA
174
Itau Unibanco Holding S.A.
Brazil
$8K +$7.39K +110 New
GAM
175
Gemmer Asset Management
California
$7K

SCL Hedge Fund Activity: Q3 2016 in Review

182 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2016, worth a combined $1.01B — up 24% from $815M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SCL positions and 13 closed out — a net gain of 13 holders — while 81 added to existing stakes and 54 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $10.2M. The largest seller was Allianz Asset Management, cutting an estimated $7.26M.

  • 182 institutional investors held Stepan Co (SCL) as of Q3 2016, up from 171 in Q2 2016.
  • Funds reported $1.01B of Stepan Co stock for Q3 2016, up 24% quarter-over-quarter.
  • 26 funds opened new Stepan Co positions in Q3 2016 and 13 closed out, a net change of +13 holders.
  • The largest Stepan Co buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $10.2M added.
  • The largest Stepan Co seller in Q3 2016 was Allianz Asset Management, an estimated $7.26M sold.

Based on aggregated 13F filings for Q3 2016.