Stepan Co
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$6.21M |
| 2 |
HF
HRT Financial
New York
|
+$4.17M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.13M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$3.09M |
| 5 |
Morgan Stanley
New York
|
+$2.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$5.01M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$4.44M |
| 3 |
N
Nuveen
Charlotte,
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 |
|
|---|---|---|---|---|---|
|
PP
201
Paloma Partners
Greenwich,
Connecticut
| – | -$418K | -4,309 | Closed |
|
|
RJA
202
Raymond James & Associates
St Petersburg,
Florida
| – | -$364K | -3,752 | Closed |
|
|
BAM
203
Blueshift Asset Management
Red Bank,
New Jersey
| – | -$262K | -2,699 | Closed |
|
204
CIBC Asset Management
Toronto,
Ontario, Canada
| – | -$261K | -2,692 | Closed |
|
|
VF
205
Virtu Financial
New York
| – | -$215K | -2,211 | Closed |
|
|
CIP
206
Convergence Investment Partners
Palm Beach Gardens,
Florida
| – | -$112K | -1,159 | Closed |
|
|
QT
207
Quantamental Technologies
White Plains,
New York
| – | -$107K | -1,105 | Closed |
|
208
Point72 Asset Management
Stamford,
Connecticut
| – | -$87K | -900 | Closed |
|
|
TRCT
209
Tower Research Capital (TRC)
New York
| – | -$58K | -597 | Closed |
|
210
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| – | -$36K | -373 | Closed |
|
|
PHK
211
Point72 Hong Kong
Hong Kong
| – | -$1K | -9 | Closed |
|
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.