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Stepan Co
SCL

190 hedge funds and large institutions have $1.23B invested in Stepan Co in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $6.19M | Put options by funds: $3.43M

24% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 63

1.15% more ownership

Funds ownership: 64.18% → 65.32% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $1.26B → $1.23B (-$24.5M)

5% less funds holding

Funds holding: 200 → 190 (-10)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
190
Holders Change
-10
Holders Change %
-5%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
78
Reduced
63
Closed
25
Calls
$6.19M
Puts
$3.43M
Net Calls
+$2.76M
Net Calls Change
+$3.05M

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$15.3M
2
Millennium Management
Millennium Management
New York
+$9.62M
3
Norges Bank
Norges Bank
Norway
+$8.78M
4
Wells Fargo
Wells Fargo
California
+$5.81M
5
Bank of America
Bank of America
North Carolina
+$5.8M

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$17.1M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$7.01M
3
Franklin Resources
Franklin Resources
California
-$5.66M
4
BCM
Bridgeway Capital Management
Texas
-$4.2M
5
ZIM
Zacks Investment Management
Illinois
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
RQS
201
Ramsey Quantitative Systems
Kentucky
– -$338K -3,877 Closed
TC
202
TFS Capital
Pennsylvania
– -$326K -3,746 Closed
SCA
203
Secor Capital Advisors
New York
– -$299K -3,426 Closed
SBH
204
Segall Bryant & Hamill
Illinois
– -$261K -3,000 Closed
PA
205
Profund Advisors
Maryland
– -$241K -2,763 Closed
PP
206
Paloma Partners
Connecticut
– -$208K -2,387 Closed
UCFA
207
United Capital Financial Advisors
Texas
– -$201K -2,302 Closed
FDCDDQ
208
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$181K -2,074 Closed
PG
209
PEAK6 Group
Illinois
– -$180K -2,068 Closed
AIM
210
Acrospire Investment Management
Illinois
– -$138K -1,589 Closed
Creative Planning
211
Creative Planning
Kansas
– -$38K -432 Closed
DADC
212
D.A. Davidson & Co
Montana
– -$34K -400 Closed
CG
213
Cutler Group
California
– -$8.39K -102 Closed
FANJ
214
Financial Architects (New Jersey)
New Jersey
– -$3K -36 Closed
HMS
215
Hanseatic Management Services
New Mexico
– -$1K -12 Closed
5 6 7 8
9

SCL Hedge Fund Activity: Q3 2017 in Review

190 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2017, worth a combined $1.23B — down 1.9% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SCL and 16 opened new positions — a net loss of 9 holders — while 63 trimmed existing stakes and 78 added.

The largest buyer was HighTower Advisors, adding an estimated $15.3M. The largest seller was LSV Asset Management, cutting an estimated $17.1M.

  • 190 institutional investors held Stepan Co (SCL) as of Q3 2017, down from 200 in Q2 2017.
  • Funds reported $1.23B of Stepan Co stock for Q3 2017, down 1.9% quarter-over-quarter.
  • 16 funds opened new Stepan Co positions in Q3 2017 and 25 closed out, a net change of -9 holders.
  • The largest Stepan Co buyer in Q3 2017 was HighTower Advisors, an estimated $15.3M added.
  • The largest Stepan Co seller in Q3 2017 was LSV Asset Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2017.