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Stepan Co
SCL

138 hedge funds and large institutions have $855M invested in Stepan Co in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 46

16% more capital invested

Capital invested by funds: $737M → $855M (+$118M)

0.13% more ownership

Funds ownership: 57.62% → 57.75% (+0.13%)

7% less funds holding

Funds holding: 149 → 138 (-11)

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
138
Holders Change
-11
Holders Change %
-7.38%
% of All Funds
4.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
58
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
+$20.1M
2
TAM
Third Avenue Management
New York
+$5.11M
3
Franklin Resources
Franklin Resources
California
+$4.83M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.38M
5
BFA
BlackRock Fund Advisors
California
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$11.6M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$3.82M
3
Goldman Sachs
Goldman Sachs
New York
-$3.77M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$2.05M
5
NC
Nicholas Company
Wisconsin
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$85.4M +$3.38M +55,450 +4%
RA
2
Royce & Associates
New York
$71.2M -$11.6M -190,460 -15%
BFA
3
BlackRock Fund Advisors
California
$68.5M +$1.71M +28,103 +3%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$65.1M -$2.05M -33,676 -3%
NC
5
Nicholas Company
Wisconsin
$48.9M -$1.83M -30,000 -4%
Allianz Asset Management
6
Allianz Asset Management
Germany
$40.9M +$48.8K +800 +0.1%
TAM
7
Third Avenue Management
New York
$40.5M +$5.11M +83,791 +16%
BIT
8
BlackRock Institutional Trust
California
$32.4M +$802K +13,143 +3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$32.3M -$97.1K -1,591 -0.3%
State Street
10
State Street
Massachusetts
$24M -$40.6K -666 -0.2%
SAM
11
Silvercrest Asset Management
New York
$21.6M +$20.1M +329,369 New
Northern Trust
12
Northern Trust
Illinois
$20.7M +$106K +1,740 +0.6%
ACM
13
Atlanta Capital Management
Georgia
$19.7M -$235K -3,843 -1%
LSV Asset Management
14
LSV Asset Management
Illinois
$16M -$1.63M -26,758 -10%
Franklin Resources
15
Franklin Resources
California
$14.5M +$4.83M +79,204 +56%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$14.2M +$961K +15,743 +8%
GF
17
Gerstein Fisher
New York
$12.4M +$1.05M +17,222 +100%
Ameriprise
18
Ameriprise
Minnesota
$12.3M -$752K -12,327 -6%
Norges Bank
19
Norges Bank
Norway
$12.1M – – –
Canada Life
20
Canada Life
Manitoba, Canada
$11.8M +$8.05K +132 +0.1%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$10.2M -$48.8K -800 -0.5%
GKIM
22
GW&K Investment Management
Massachusetts
$10.2M +$237K +3,887 +3%
First Trust Advisors
23
First Trust Advisors
Illinois
$9.52M +$836K +13,695 +10%
Principal Financial Group
24
Principal Financial Group
Iowa
$7.65M +$425K +6,971 +6%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$6.78M +$1.12M +18,396 +22%
1
2 3 4 5

SCL Hedge Fund Activity: Q4 2013 in Review

138 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2013, worth a combined $855M — up 16% from $737M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of SCL and 10 opened new positions — a net loss of 11 holders — while 46 trimmed existing stakes and 58 added.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $20.1M. The largest seller was Royce & Associates, cutting an estimated $11.6M.

  • 138 institutional investors held Stepan Co (SCL) as of Q4 2013, down from 149 in Q3 2013.
  • Funds reported $855M of Stepan Co stock for Q4 2013, up 16% quarter-over-quarter.
  • 10 funds opened new Stepan Co positions in Q4 2013 and 21 closed out, a net change of -11 holders.
  • The largest Stepan Co buyer in Q4 2013 was Silvercrest Asset Management, an estimated $20.1M added.
  • The largest Stepan Co seller in Q4 2013 was Royce & Associates, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2013.