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Stepan Co

200 hedge funds and large institutions have $1.26B invested in Stepan Co in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

33% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 61

12% more capital invested

Capital invested by funds: $1.12B → $1.26B (+$139M)

3% more funds holding

Funds holding: 194200 (+6)

0.94% more ownership

Funds ownership: 63.24%64.18% (+0.94%)

22% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.3M

Holders
200
Holders Change
+6
Holders Change %
+3.09%
% of All Funds
4.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
81
Reduced
61
Closed
17
Calls
$1.01M
Puts
$1.3M
Net Calls
-$290K
Net Calls Change
-$423K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
176
LS Investment Advisors
Michigan
$62K
VCM
177
Versant Capital Management
Arizona
$61K -$26.4K -314 -31%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$58K +$48.6K +578 +705%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$56K +$9.5K +113 +21%
LTFS
180
Ladenburg Thalmann Financial Services
Florida
$51K +$41.3K +491 +571%
Fuller & Thaler Asset Management
181
Fuller & Thaler Asset Management
California
$44K
Creative Planning
182
Creative Planning
Kansas
$38K +$32.1K +382 +764%
Loomis, Sayles & Company
183
Loomis, Sayles & Company
Massachusetts
$35K -$589 -7 -2%
DADC
184
D.A. Davidson & Co
Montana
$34K
NFG
185
Next Financial Group
Texas
$34K
BTIS
186
BB&T Investment Services
North Carolina
$20K +$19.9K +237 New
YWP
187
YorkBridge Wealth Partners
New York
$17K +$16.5K +196 New
FHA
188
First Horizon Advisors
Tennessee
$16K
MAM
189
Meeder Asset Management
Ohio
$14K +$11.3K +134 +496%
SWA
190
Sutton Wealth Advisors
Florida
$12.6K
GAM
191
Gemmer Asset Management
California
$8K
CG
192
Cutler Group
California
$8K +$8.58K +102 New
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$7K +$6.73K +80 New
Federated Hermes
194
Federated Hermes
Pennsylvania
$5K +$336 +4 +8%
OAM
195
Oppenheimer Asset Management
New York
$4K +$1.77K +21 +95%
FANJ
196
Financial Architects (New Jersey)
New Jersey
$3K
ASN
197
Advisory Services Network
Georgia
$1K
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$1K
HMS
199
Hanseatic Management Services
New Mexico
$1K
PFBT
200
Parkside Financial Bank & Trust
Missouri
$1K

SCL Hedge Fund Activity: Q2 2017 in Review

200 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q2 2017, worth a combined $1.26B — up 12% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SCL positions and 17 closed out — a net gain of 7 holders — while 81 added to existing stakes and 61 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $12.7M. The largest seller was Arrowstreet Capital, cutting an estimated $9M.

  • 200 institutional investors held Stepan Co (SCL) as of Q2 2017, up from 194 in Q1 2017.
  • Funds reported $1.26B of Stepan Co stock for Q2 2017, up 12% quarter-over-quarter.
  • 24 funds opened new Stepan Co positions in Q2 2017 and 17 closed out, a net change of +7 holders.
  • The largest Stepan Co buyer in Q2 2017 was HighTower Advisors, an estimated $12.7M added.
  • The largest Stepan Co seller in Q2 2017 was Arrowstreet Capital, an estimated $9M sold.

Based on aggregated 13F filings for Q2 2017.