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Stepan Co

182 hedge funds and large institutions have $1.01B invested in Stepan Co in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $349K

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

50% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 54

24% more capital invested

Capital invested by funds: $815M → $1.01B (+$199M)

6% more funds holding

Funds holding: 171182 (+11)

1.6% more ownership

Funds ownership: 61.32%62.91% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
182
Holders Change
+11
Holders Change %
+6.43%
% of All Funds
4.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
81
Reduced
54
Closed
13
Calls
$1.02M
Puts
$349K
Net Calls
+$669K
Net Calls Change
-$117K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$141M +$4.42M +65,833 +4%
BFA
2
BlackRock Fund Advisors
California
$100M +$10.2M +151,305 +12%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$77.1M +$2.06M +30,683 +3%
BIT
4
BlackRock Institutional Trust
California
$46.4M +$4.37K +65 +0%
LSV Asset Management
5
LSV Asset Management
Illinois
$43.6M -$291K -4,326 -0.7%
Allianz Asset Management
6
Allianz Asset Management
Germany
$42.6M -$7.26M -108,092 -16%
State Street
7
State Street
Massachusetts
$30.9M +$1.35M +20,134 +5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$27.6M +$392K +5,841 +2%
Franklin Resources
9
Franklin Resources
California
$21M
ACM
10
Atlanta Capital Management
Georgia
$20.6M -$1.33M -19,770 -7%
Norges Bank
11
Norges Bank
Norway
$20.6M +$1.14M +17,000 +6%
Northern Trust
12
Northern Trust
Illinois
$19.4M +$335K +4,989 +2%
Prudential Financial
13
Prudential Financial
New Jersey
$19M -$449K -6,690 -2%
Renaissance Technologies
14
Renaissance Technologies
New York
$18.7M +$1.46M +21,800 +9%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$16.1M +$6.07M +90,389 +69%
BCM
16
Bridgeway Capital Management
Texas
$13.5M -$16.8K -250 -0.1%
WC
17
Walthausen & Co
New York
$12.9M -$13.1K -195 -0.1%
PAM
18
Panagora Asset Management
Massachusetts
$11.7M +$194K +2,886 +2%
BA
19
BlackRock Advisors
Delaware
$11.2M -$5.58M -83,134 -35%
GWI
20
Grace & White Inc
New York
$11.1M -$569K -8,470 -5%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$11M +$914K +13,600 +10%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$10.9M -$1.25M -18,663 -11%
Principal Financial Group
23
Principal Financial Group
Iowa
$10.7M +$862K +12,839 +10%
Ameriprise
24
Ameriprise
Minnesota
$10.3M +$147K +2,184 +2%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$10.1M +$632K +9,414 +7%

SCL Hedge Fund Activity: Q3 2016 in Review

182 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2016, worth a combined $1.01B — up 24% from $815M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SCL positions and 13 closed out — a net gain of 13 holders — while 81 added to existing stakes and 54 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $10.2M. The largest seller was Allianz Asset Management, cutting an estimated $7.26M.

  • 182 institutional investors held Stepan Co (SCL) as of Q3 2016, up from 171 in Q2 2016.
  • Funds reported $1.01B of Stepan Co stock for Q3 2016, up 24% quarter-over-quarter.
  • 26 funds opened new Stepan Co positions in Q3 2016 and 13 closed out, a net change of +13 holders.
  • The largest Stepan Co buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $10.2M added.
  • The largest Stepan Co seller in Q3 2016 was Allianz Asset Management, an estimated $7.26M sold.

Based on aggregated 13F filings for Q3 2016.