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Stepan Co
SCL

194 hedge funds and large institutions have $1.77B invested in Stepan Co in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more call options, than puts

Call options by funds: $9.88M | Put options by funds: $2.04M

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

6% more capital invested

Capital invested by funds: $1.66B → $1.77B (+$103M)

10% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 61

0.65% more ownership

Funds ownership: 76.02% → 76.67% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 195 → 194 (-1)

Holders
194
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
67
Reduced
61
Closed
17
Calls
$9.88M
Puts
$2.04M
Net Calls
+$7.85M
Net Calls Change
+$2.6M

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$6.21M
2
HF
HRT Financial
New York
+$4.17M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.13M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$3.09M
5
Morgan Stanley
Morgan Stanley
New York
+$2.94M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$5.01M
2
PAM
Panagora Asset Management
Massachusetts
-$4.44M
3
N
Nuveen
North Carolina
-$4.24M
4
MCM
Matarin Capital Management
New York
-$4.04M
5
MSL
Mackay Shields LLC
New York
-$3.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
176
Federated Hermes
Pennsylvania
$24K -$1.56K -16 -6%
FHA
177
First Horizon Advisors
Tennessee
$20K – – –
NFG
178
Next Financial Group
Texas
$15K – – –
Lazard Asset Management
179
Lazard Asset Management
New York
$14K – – –
CCM
180
Copeland Capital Management
Pennsylvania
$12K – – –
SPIA
181
Steward Partners Investment Advisory
New York
$11K – – –
GAM
182
Gemmer Asset Management
California
$9K – – –
PA
183
Procyon Advisors
Connecticut
$8K +$7.21K +74 New
LTFS
184
Ladenburg Thalmann Financial Services
Florida
$6K – – –
AIM
185
Aigen Investment Management
New York
$6K +$5.26K +54 New
OAM
186
Oppenheimer Asset Management
New York
$5K – – –
TFO
187
Tarbox Family Office
California
$4K – – –
SWM
188
Sugarloaf Wealth Management
Georgia
$3K +$2.73K +28 New
TPCW
189
TD Private Client Wealth
New York
$2.66K +$2.53K +26 New
CFGS
190
Concourse Financial Group Securities
Alabama
$2K – – –
HGWM
191
Harvest Group Wealth Management
Massachusetts
$2K – – –
PFBT
192
Parkside Financial Bank & Trust
Missouri
$2K – – –
SFS
193
Sowell Financial Services
Arkansas
$2K – – –
ASN
194
Advisory Services Network
Georgia
$2K +$97 +1 +7%
MSL
195
Mackay Shields LLC
New York
– -$3.64M -37,466 Closed
Man Group
196
Man Group
United Kingdom
– -$2.24M -23,068 Closed
AIMCA
197
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$815K -8,400 Closed
Wolverine Trading
198
Wolverine Trading
Illinois
– -$602K -6,277 Closed
SFM
199
Systematic Financial Management
New Jersey
– -$574K -5,910 Closed
WSC
200
Wellington Shields & Co
New York
– -$437K -4,500 Closed
5 6 7
8
9

SCL Hedge Fund Activity: Q4 2019 in Review

194 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2019, worth a combined $1.77B — up 6.2% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SCL positions and 17 closed out — a net gain of 6 holders — while 67 added to existing stakes and 61 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $6.21M. The largest seller was Allianz Asset Management, cutting an estimated $5.01M.

  • 194 institutional investors held Stepan Co (SCL) as of Q4 2019, down from 195 in Q3 2019.
  • Funds reported $1.77B of Stepan Co stock for Q4 2019, up 6.2% quarter-over-quarter.
  • 23 funds opened new Stepan Co positions in Q4 2019 and 17 closed out, a net change of +6 holders.
  • The largest Stepan Co buyer in Q4 2019 was HighTower Advisors, an estimated $6.21M added.
  • The largest Stepan Co seller in Q4 2019 was Allianz Asset Management, an estimated $5.01M sold.

Based on aggregated 13F filings for Q4 2019.