Stepan Co
196 hedge funds and large institutions have $1.29B invested in Stepan Co in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 24 closing their positions.
260% more call options, than puts
Call options by funds: $5.17M | Put options by funds: $1.43M
13% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 24
10% more capital invested
Capital invested by funds: $1.17B → $1.29B (+$116M)
2.93% more ownership
Funds ownership: 65.85% → 68.78% (+2.9%)
6% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 67
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less funds holding
Funds holding: 198 → 196 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$27.6M |
| 2 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
+$5.93M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$3.62M |
| 4 |
DCM
Dean Capital Management
Overland Park,
Kansas
|
+$3.54M |
| 5 |
TA
Teachers Advisors
New York
|
+$3.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAM
Hillcrest Asset Management
Plano,
Texas
|
-$11.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.65M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$4.36M |
| 4 |
Morgan Stanley
New York
|
-$2.13M |
| 5 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
-$1.97M |
SCL Hedge Fund Activity: Q1 2018 in Review
196 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q1 2018, worth a combined $1.29B — up 9.9% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SCL positions and 24 closed out — a net gain of 3 holders — while 71 added to existing stakes and 67 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $27.6M. The largest seller was Hillcrest Asset Management, exiting entirely with an estimated $11.4M sold.
- 196 institutional investors held Stepan Co (SCL) as of Q1 2018, down from 198 in Q4 2017.
- Funds reported $1.29B of Stepan Co stock for Q1 2018, up 9.9% quarter-over-quarter.
- 27 funds opened new Stepan Co positions in Q1 2018 and 24 closed out, a net change of +3 holders.
- The largest Stepan Co buyer in Q1 2018 was HighTower Advisors, an estimated $27.6M added.
- The largest Stepan Co seller in Q1 2018 was Hillcrest Asset Management, an estimated $11.4M sold.
Based on aggregated 13F filings for Q1 2018.