Stepan Co
195 hedge funds and large institutions have $1.66B invested in Stepan Co in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 66 reducing their positions, and 14 closing their positions.
197% more call options, than puts
Call options by funds: $7.91M | Put options by funds: $2.66M
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
3% more funds holding
Funds holding: 189 → 195 (+6)
5% more capital invested
Capital invested by funds: $1.59B → $1.66B (+$74.1M)
0% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 66
0.53% less ownership
Funds ownership: 76.55% → 76.02% (-0.53%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.25M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$3.76M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$3.49M |
| 4 |
Renaissance Technologies
New York
|
+$3.43M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$3.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$8.93M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$8.7M |
| 3 |
State Street
Boston,
Massachusetts
|
-$7.7M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.04M |
| 5 |
RC
Roubaix Capital
Denver,
Colorado
|
-$5.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
APG Asset Management
Amsterdam,
Netherlands
| – | -$363K | -4,500 | Closed |
|
|
ACI
202
AMP Capital Investors
Sydney,
Australia
| – | -$314K | -3,500 | Closed |
|
|
RJFSA
203
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$306K | -3,332 | Closed |
|
|
UCFA
204
United Capital Financial Advisors
Irving,
Texas
| – | -$214K | -2,325 | Closed |
|
|
SGAM
205
Smith Group Asset Management
Dallas,
Texas
| – | -$77K | -840 | Closed |
|
|
CCM
206
Covington Capital Management
Los Angeles,
California
| – | -$7K | -79 | Closed |
|
207
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$4K | -42 | Closed |
|
|
FRA
208
Front Row Advisors
Tiburon,
California
| – | -$1K | -11 | Closed |
|
|
FGAM
209
Financial Gravity Asset Management
Lakeway,
Texas
| – | +$95 | +1 | +25% |
|
SCL Hedge Fund Activity: Q3 2019 in Review
195 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2019, worth a combined $1.66B — up 4.7% from $1.59B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SCL positions and 14 closed out — a net gain of 7 holders — while 66 added to existing stakes and 66 trimmed.
The largest buyer was Wells Fargo, adding an estimated $4.25M. The largest seller was Allianz Asset Management, cutting an estimated $8.93M.
- 195 institutional investors held Stepan Co (SCL) as of Q3 2019, up from 189 in Q2 2019.
- Funds reported $1.66B of Stepan Co stock for Q3 2019, up 4.7% quarter-over-quarter.
- 21 funds opened new Stepan Co positions in Q3 2019 and 14 closed out, a net change of +7 holders.
- The largest Stepan Co buyer in Q3 2019 was Wells Fargo, an estimated $4.25M added.
- The largest Stepan Co seller in Q3 2019 was Allianz Asset Management, an estimated $8.93M sold.
Based on aggregated 13F filings for Q3 2019.