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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
TCIM
176
TIAA CREF Investment Management
New York
$6.49K -$677K -10,078 -10%
Creative Planning
177
Creative Planning
Kansas
$6K +$5.91K +88 New
LTFS
178
Ladenburg Thalmann Financial Services
Florida
$5K
AA
179
Apriem Advisors
California
$2K +$1.48K +22 New
ACH
180
ArrowMark Colorado Holdings
Colorado
$2K +$1.61K +24 New
VOYA Investment Management
181
VOYA Investment Management
Georgia
$1.25K +$292K +4,352 +34%
ASN
182
Advisory Services Network
Georgia
$1K +$1.01K +15 New
Citadel Advisors
183
Citadel Advisors
Florida
-$3.91M -65,714 Closed
Axa
184
Axa
France
-$2.81M -47,200 Closed
BIM
185
Bogle Investment Management
Massachusetts
-$1.41M -23,648 Closed
ARTA
186
A.R.T. Advisors
New York
-$854K -14,348 Closed
CIC
187
Cornercap Investment Counsel
Georgia
-$556K -9,345 Closed
DCM
188
Dupont Capital Management
Delaware
-$319K -5,364 Closed
OAM
189
Oberweis Asset Management
Illinois
-$280K -4,700 Closed
DTL
190
Dynamic Technology Lab
Singapore
-$280K -4,693 Closed
Teacher Retirement System of Texas
191
Teacher Retirement System of Texas
Texas
-$166K -2,791 Closed
BBHC
192
Brown Brothers Harriman & Co
New York
-$36K -600 Closed
CG
193
Cutler Group
California
-$14.4K -214 Closed
TCOV
194
Trust Company of Vermont
Vermont
-$4K -60 Closed
MFS
195
MSI Financial Services
Massachusetts
-$2K -38 Closed

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.