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Stepan Co
SCL

160 hedge funds and large institutions have $543M invested in Stepan Co in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 42

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

3% more funds holding

Funds holding: 155 → 160 (+5)

4% more capital invested

Capital invested by funds: $520M → $543M (+$22.7M)

0.39% more ownership

Funds ownership: 58.36% → 58.76% (+0.39%)

Holders
160
Holders Change
+5
Holders Change %
+3.23%
% of All Funds
4.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
72
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BA
BlackRock Advisors
Delaware
+$8.54M
2
Prudential Financial
Prudential Financial
New Jersey
+$6.45M
3
NAP
New Amsterdam Partners
New York
+$4.75M
4
DVM
Dreman Value Management
Florida
+$3.67M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$18.3M
2
Franklin Resources
Franklin Resources
California
-$11.3M
3
NC
Nicholas Company
Wisconsin
-$5.65M
4
TAM
Third Avenue Management
New York
-$5.15M
5
GKIM
GW&K Investment Management
Massachusetts
-$3.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$60M +$2.31M +57,985 +4%
BFA
2
BlackRock Fund Advisors
California
$46.7M +$1.99M +49,908 +5%
Franklin Resources
3
Franklin Resources
California
$31.6M -$11.3M -284,921 -27%
NC
4
Nicholas Company
Wisconsin
$27.7M -$5.65M -141,860 -18%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$26.3M +$2.34M +58,839 +10%
Allianz Asset Management
6
Allianz Asset Management
Germany
$23.8M +$55.7K +1,400 +0.2%
BIT
7
BlackRock Institutional Trust
California
$20.7M +$747K +18,757 +4%
State Street
8
State Street
Massachusetts
$15.3M +$606K +15,214 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$13.9M +$103K +2,590 +0.8%
ACM
10
Atlanta Capital Management
Georgia
$13.6M -$15.2K -382 -0.1%
Prudential Financial
11
Prudential Financial
New Jersey
$13.3M +$6.45M +162,019 +102%
Norges Bank
12
Norges Bank
Norway
$12.5M – – –
RA
13
Royce & Associates
New York
$12.1M -$1.46M -36,600 -11%
LSV Asset Management
14
LSV Asset Management
Illinois
$11.7M – – –
Ameriprise
15
Ameriprise
Minnesota
$10.8M +$1.84M +46,203 +22%
Northern Trust
16
Northern Trust
Illinois
$10.4M +$144K +3,611 +1%
BA
17
BlackRock Advisors
Delaware
$9.36M +$8.54M +214,482 +2,092%
Canada Life
18
Canada Life
Manitoba, Canada
$8.12M -$574K -14,422 -7%
GWI
19
Grace & White Inc
New York
$7.25M +$71.7K +1,800 +1%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$6.07M -$725K -18,200 -11%
Citadel Advisors
21
Citadel Advisors
Florida
$5.51M +$67.3K +1,690 +1%
Millennium Management
22
Millennium Management
New York
$5.06M -$1.07M -26,944 -18%
NAP
23
New Amsterdam Partners
New York
$4.97M +$4.75M +119,395 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$4.97M -$20.2K -507 -0.4%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.94M +$107K +2,694 +2%
1
2 3 4 5

SCL Hedge Fund Activity: Q1 2015 in Review

160 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q1 2015, worth a combined $543M — up 4.4% from $520M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SCL positions and 12 closed out — a net gain of 8 holders — while 72 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $8.54M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $18.3M sold.

  • 160 institutional investors held Stepan Co (SCL) as of Q1 2015, up from 155 in Q4 2014.
  • Funds reported $543M of Stepan Co stock for Q1 2015, up 4.4% quarter-over-quarter.
  • 20 funds opened new Stepan Co positions in Q1 2015 and 12 closed out, a net change of +8 holders.
  • The largest Stepan Co buyer in Q1 2015 was BlackRock Advisors, an estimated $8.54M added.
  • The largest Stepan Co seller in Q1 2015 was Neuberger Berman Group, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2015.