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Stepan Co

200 hedge funds and large institutions have $1.26B invested in Stepan Co in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

33% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 61

12% more capital invested

Capital invested by funds: $1.12B → $1.26B (+$139M)

3% more funds holding

Funds holding: 194200 (+6)

0.94% more ownership

Funds ownership: 63.24%64.18% (+0.94%)

22% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.3M

Holders
200
Holders Change
+6
Holders Change %
+3.09%
% of All Funds
4.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
81
Reduced
61
Closed
17
Calls
$1.01M
Puts
$1.3M
Net Calls
-$290K
Net Calls Change
-$423K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$226M +$6M +71,360 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$188M +$1.07M +12,781 +0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$88.2M -$3.64M -43,295 -4%
LSV Asset Management
4
LSV Asset Management
Illinois
$49.9M -$261K -3,100 -0.5%
State Street
5
State Street
Massachusetts
$43.5M +$969K +11,518 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$34.6M -$159K -1,888 -0.5%
Norges Bank
7
Norges Bank
Norway
$29.6M +$1.77M +21,048 +7%
Allianz Asset Management
8
Allianz Asset Management
Germany
$28.8M -$2.15M -25,512 -7%
Renaissance Technologies
9
Renaissance Technologies
New York
$27.9M +$832K +9,900 +3%
Northern Trust
10
Northern Trust
Illinois
$24.2M +$1.09M +12,958 +5%
PAM
11
Panagora Asset Management
Massachusetts
$21M +$1.79M +21,299 +10%
ACM
12
Atlanta Capital Management
Georgia
$20.7M -$802K -9,540 -4%
Prudential Financial
13
Prudential Financial
New Jersey
$20M -$194K -2,303 -1%
HighTower Advisors
14
HighTower Advisors
Illinois
$18.9M +$12.7M +150,522 +225%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$15.4M +$767K +9,117 +5%
BCM
16
Bridgeway Capital Management
Texas
$14.3M +$1.38M +16,400 +11%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$14.2M +$154K +1,827 +1%
TA
18
Teachers Advisors
New York
$14M +$8.11M +96,489 +151%
Principal Financial Group
19
Principal Financial Group
Iowa
$13.9M -$205K -2,439 -2%
Charles Schwab
20
Charles Schwab
California
$12.8M +$274K +3,263 +2%
HAM
21
Hillcrest Asset Management
Texas
$12.3M -$18.8K -223 -0.2%
Ameriprise
22
Ameriprise
Minnesota
$12M +$31K +369 +0.3%
PCA
23
Personal Capital Advisors
California
$11.8M -$931K -11,067 -8%
EAM
24
Eagle Asset Management
Florida
$11.6M +$1.2M +14,279 +12%
GWI
25
Grace & White Inc
New York
$11.1M -$908K -10,800 -8%

SCL Hedge Fund Activity: Q2 2017 in Review

200 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q2 2017, worth a combined $1.26B — up 12% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SCL positions and 17 closed out — a net gain of 7 holders — while 81 added to existing stakes and 61 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $12.7M. The largest seller was Arrowstreet Capital, cutting an estimated $9M.

  • 200 institutional investors held Stepan Co (SCL) as of Q2 2017, up from 194 in Q1 2017.
  • Funds reported $1.26B of Stepan Co stock for Q2 2017, up 12% quarter-over-quarter.
  • 24 funds opened new Stepan Co positions in Q2 2017 and 17 closed out, a net change of +7 holders.
  • The largest Stepan Co buyer in Q2 2017 was HighTower Advisors, an estimated $12.7M added.
  • The largest Stepan Co seller in Q2 2017 was Arrowstreet Capital, an estimated $9M sold.

Based on aggregated 13F filings for Q2 2017.