Stepan Co
170 hedge funds and large institutions have $715M invested in Stepan Co in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 12 closing their positions.
202% more call options, than puts
Call options by funds: $623K | Put options by funds: $206K
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
32% more capital invested
Capital invested by funds: $543M → $715M (+$172M)
6% more funds holding
Funds holding: 160 → 170 (+10)
2% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 61
0.62% more ownership
Funds ownership: 58.76% → 59.38% (+0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$21.7M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$4.64M |
| 3 |
JP Morgan Chase
New York
|
+$3.61M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.53M |
| 5 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
+$3.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
-$27.7M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$4.03M |
| 3 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
-$2.58M |
| 4 |
TAM
Third Avenue Management
New York
|
-$2.47M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.15M |
SCL Hedge Fund Activity: Q2 2015 in Review
170 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q2 2015, worth a combined $715M — up 32% from $543M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SCL positions and 12 closed out — a net gain of 10 holders — while 62 added to existing stakes and 61 trimmed.
The largest buyer was Franklin Resources, adding an estimated $21.7M. The largest seller was Nicholas Company, exiting entirely with an estimated $27.7M sold.
- 170 institutional investors held Stepan Co (SCL) as of Q2 2015, up from 160 in Q1 2015.
- Funds reported $715M of Stepan Co stock for Q2 2015, up 32% quarter-over-quarter.
- 22 funds opened new Stepan Co positions in Q2 2015 and 12 closed out, a net change of +10 holders.
- The largest Stepan Co buyer in Q2 2015 was Franklin Resources, an estimated $21.7M added.
- The largest Stepan Co seller in Q2 2015 was Nicholas Company, an estimated $27.7M sold.
Based on aggregated 13F filings for Q2 2015.