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Stepan Co

198 hedge funds and large institutions have $1.17B invested in Stepan Co in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $4.81M | Put options by funds: $3.42M

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

28% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 61

4% more funds holding

Funds holding: 190198 (+8)

0.53% more ownership

Funds ownership: 65.32%65.85% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $1.23B → $1.17B (-$60.5M)

Holders
198
Holders Change
+8
Holders Change %
+4.21%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
78
Reduced
61
Closed
22
Calls
$4.81M
Puts
$3.42M
Net Calls
+$1.39M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
BPM
201
Bowling Portfolio Management
Ohio
-$573K -6,849 Closed
SGI
202
Summit Global Investments
Utah
-$510K -6,100 Closed
OAM
203
Oxford Asset Management
United Kingdom
-$470K -5,612 Closed
Squarepoint
204
Squarepoint
New York
-$441K -5,268 Closed
TRCT
205
Tower Research Capital (TRC)
New York
-$383K -4,577 Closed
JG
206
Jefferies Group
New York
-$318K -3,800 Closed
CIM
207
Contravisory Investment Management
Massachusetts
-$260K -3,109 Closed
N
208
Natixis
France
-$244K -2,917 Closed
VF
209
Virtu Financial
New York
-$234K -2,800 Closed
SAM
210
Sawgrass Asset Management
Florida
-$230K -2,750 Closed
FCBT
211
First Citizens Bank & Trust
North Carolina
-$214K -2,559 Closed
Simplex Trading
212
Simplex Trading
Illinois
-$23.6K -288 Closed
YWP
213
YorkBridge Wealth Partners
New York
-$17K -199 Closed
NFG
214
Next Financial Group
Texas
-$15K -175 Closed
FMA
215
FNY Managed Accounts
New York
-$7K -92 Closed
WT
216
Whittier Trust
California
-$5K -63 Closed
OAM
217
Oppenheimer Asset Management
New York
-$4K -43 Closed
AFNAS
218
American Financial Network Advisory Services
California
-$4K -42 Closed
PHK
219
Point72 Hong Kong
Hong Kong
-$1K -11 Closed
AssetMark Inc
220
AssetMark Inc
California
+$493 +6 New

SCL Hedge Fund Activity: Q4 2017 in Review

198 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2017, worth a combined $1.17B — down 4.9% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SCL positions and 22 closed out — a net gain of 8 holders — while 78 added to existing stakes and 61 trimmed.

The largest buyer was Norges Bank, adding an estimated $8.65M. The largest seller was LSV Asset Management, cutting an estimated $13.6M.

  • 198 institutional investors held Stepan Co (SCL) as of Q4 2017, up from 190 in Q3 2017.
  • Funds reported $1.17B of Stepan Co stock for Q4 2017, down 4.9% quarter-over-quarter.
  • 30 funds opened new Stepan Co positions in Q4 2017 and 22 closed out, a net change of +8 holders.
  • The largest Stepan Co buyer in Q4 2017 was Norges Bank, an estimated $8.65M added.
  • The largest Stepan Co seller in Q4 2017 was LSV Asset Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2017.