Stepan Co
142 hedge funds and large institutions have $843M invested in Stepan Co in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
2% more funds holding
Funds holding: 139 → 142 (+3)
0.78% more ownership
Funds ownership: 57.67% → 58.45% (+0.78%)
0% less capital invested
Capital invested by funds: $845M → $843M (-$2.15M)
4% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 51
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $252K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$33.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.82M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
+$2.68M |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$2.26M |
| 5 |
PCM
Piermont Capital Management
St. Louis,
Missouri
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$7.43M |
| 2 |
RA
Royce & Associates
New York
|
-$5.38M |
| 3 |
SIC
Schwartz Investment Counsel
Plymouth,
Michigan
|
-$5.25M |
| 4 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$4.32M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$4.31M |
SCL Hedge Fund Activity: Q1 2014 in Review
142 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q1 2014, worth a combined $843M — down 0.25% from $845M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SCL positions and 11 closed out — a net gain of 3 holders — while 49 added to existing stakes and 51 trimmed.
The largest buyer was Franklin Resources, adding an estimated $33.6M. The largest seller was First Trust Advisors, cutting an estimated $7.43M.
- 142 institutional investors held Stepan Co (SCL) as of Q1 2014, up from 139 in Q4 2013.
- Funds reported $843M of Stepan Co stock for Q1 2014, down 0.25% quarter-over-quarter.
- 14 funds opened new Stepan Co positions in Q1 2014 and 11 closed out, a net change of +3 holders.
- The largest Stepan Co buyer in Q1 2014 was Franklin Resources, an estimated $33.6M added.
- The largest Stepan Co seller in Q1 2014 was First Trust Advisors, an estimated $7.43M sold.
Based on aggregated 13F filings for Q1 2014.