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Stepan Co
SCL

Overview Fund Activity

142 hedge funds and large institutions have $842M invested in Stepan Co in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 52 reducing their positions, and 10 closing their positions.

Holders
142
Holders Change
+4
Holders Change %
+2.9%
% of All Funds
4.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
14
Increased
49
Reduced
52
Closed
10
Calls
–
Puts
$252K
Net Calls
-$252K
Net Calls Change
-$252K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$48.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$86.9M
3
SAM
3
Silvercrest Asset Management
New York
$24M
4
TC
4
TFS Capital
Pennsylvania
$4.59M
5
PCM
5
Piermont Capital Management
Missouri
$2.05M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$1.72M
2
RA
2
Royce & Associates
New York
$64.5M
3
SIC
3
Schwartz Investment Counsel
Michigan
$0
4
LSV Asset Management
4
LSV Asset Management
Illinois
$11.3M
5
HAI
5
Hennessy Advisors Inc
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$86.9M 1,345,639 +45,014 +3%
BFA
2
BlackRock Fund Advisors
California
$68M 1,052,556 +8,284 +0.8%
RA
3
Royce & Associates
New York
$64.5M 999,636 -85,788 -8%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$60M 928,674 -62,650 -6%
Franklin Resources
5
Franklin Resources
California
$48.9M 757,024 +535,830 +242%
NC
6
Nicholas Company
Wisconsin
$45.5M 705,290 -40,454 -5%
TAM
7
Third Avenue Management
New York
$39.8M 617,103 – –
Allianz Asset Management
8
Allianz Asset Management
Germany
$38.5M 595,724 -28,060 -4%
BIT
9
BlackRock Institutional Trust
California
$32.9M 509,718 +15,664 +3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$32.9M 508,833 +16,371 +3%
SAM
11
Silvercrest Asset Management
New York
$24M 372,095 +42,726 +13%
State Street
12
State Street
Massachusetts
$23.7M 366,882 +1,904 +0.5%
ACM
13
Atlanta Capital Management
Georgia
$19.4M 300,228 -653 -0.2%
Northern Trust
14
Northern Trust
Illinois
$18.9M 292,554 -22,778 -7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$14.6M 226,782 +10,883 +5%
Norges Bank
16
Norges Bank
Norway
$11.9M 184,693 – –
Ameriprise
17
Ameriprise
Minnesota
$11.9M 183,732 -4,040 -2%
LSV Asset Management
18
LSV Asset Management
Illinois
$11.3M 175,421 -68,700 -28%
Canada Life
19
Canada Life
Manitoba, Canada
$11.3M 177,467 -926 -0.5%
GKIM
20
GW&K Investment Management
Massachusetts
$10.3M 160,228 +4,821 +3%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$10.1M 156,938 +1,300 +0.8%
Principal Financial Group
22
Principal Financial Group
Iowa
$7.8M 120,871 +4,310 +4%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$7.57M 117,208 +13,972 +14%
GWI
24
Grace & White Inc
New York
$6.36M 98,466 – –
TCIM
25
TIAA CREF Investment Management
New York
$5.14M 79,537 -1,840 -2%
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