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Stepan Co
SCL

196 hedge funds and large institutions have $1.29B invested in Stepan Co in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more call options, than puts

Call options by funds: $5.17M | Put options by funds: $1.43M

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $1.17B → $1.29B (+$116M)

2.93% more ownership

Funds ownership: 65.85% → 68.78% (+2.9%)

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 198 → 196 (-2)

Holders
196
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
71
Reduced
67
Closed
24
Calls
$5.17M
Puts
$1.43M
Net Calls
+$3.73M
Net Calls Change
+$2.34M

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$27.6M
2
DIA
Dean Investment Associates
Ohio
+$5.93M
3
American Century Companies
American Century Companies
Missouri
+$3.62M
4
DCM
Dean Capital Management
Kansas
+$3.54M
5
TA
Teachers Advisors
New York
+$3.25M

Top Sellers

Rank Fund Capital Flow
1
HAM
Hillcrest Asset Management
Texas
-$11.4M
2
Bank of America
Bank of America
North Carolina
-$4.65M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.36M
4
Morgan Stanley
Morgan Stanley
New York
-$2.13M
5
DIA
Dana Investment Advisors
Wisconsin
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$219M +$2.01M +25,418 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$178M +$139K +1,758 +0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$87.9M +$594K +7,503 +0.7%
HighTower Advisors
4
HighTower Advisors
Illinois
$62.3M +$27.6M +348,824 +87%
Norges Bank
5
Norges Bank
Norway
$44.3M -$1.59M -20,060 -4%
State Street
6
State Street
Massachusetts
$41.7M +$629K +7,934 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$33.8M -$590K -7,442 -2%
Renaissance Technologies
8
Renaissance Technologies
New York
$30.5M +$1.81M +22,900 +7%
Allianz Asset Management
9
Allianz Asset Management
Germany
$24.9M +$102K +1,293 +0.4%
Northern Trust
10
Northern Trust
Illinois
$23.3M +$137K +1,731 +0.6%
Millennium Management
11
Millennium Management
New York
$18.9M +$2.35M +29,619 +15%
ACM
12
Atlanta Capital Management
Georgia
$18.2M -$171K -2,161 -1%
Prudential Financial
13
Prudential Financial
New Jersey
$17.8M +$1.91M +24,088 +13%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$17.2M +$2.04M +25,775 +14%
TA
15
Teachers Advisors
New York
$17.2M +$3.25M +41,062 +25%
PAM
16
Panagora Asset Management
Massachusetts
$17M -$1.36M -17,196 -8%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$16.9M +$117K +1,483 +0.7%
LSV Asset Management
18
LSV Asset Management
Illinois
$16.3M -$182K -2,300 -1%
Charles Schwab
19
Charles Schwab
California
$14M +$863K +10,899 +7%
Principal Financial Group
20
Principal Financial Group
Iowa
$13.6M +$303K +3,822 +2%
American Century Companies
21
American Century Companies
Missouri
$13.1M +$3.62M +45,660 +41%
EAM
22
Eagle Asset Management
Florida
$13M +$1.09M +13,790 +10%
TCIM
23
TIAA CREF Investment Management
New York
$11.9M +$996K +12,571 +10%
Ameriprise
24
Ameriprise
Minnesota
$11.2M +$432K +5,458 +4%
WC
25
Walthausen & Co
New York
$11.2M +$391K +4,940 +4%
1
2 3 4 5

SCL Hedge Fund Activity: Q1 2018 in Review

196 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q1 2018, worth a combined $1.29B — up 9.9% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SCL positions and 24 closed out — a net gain of 3 holders — while 71 added to existing stakes and 67 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $27.6M. The largest seller was Hillcrest Asset Management, exiting entirely with an estimated $11.4M sold.

  • 196 institutional investors held Stepan Co (SCL) as of Q1 2018, down from 198 in Q4 2017.
  • Funds reported $1.29B of Stepan Co stock for Q1 2018, up 9.9% quarter-over-quarter.
  • 27 funds opened new Stepan Co positions in Q1 2018 and 24 closed out, a net change of +3 holders.
  • The largest Stepan Co buyer in Q1 2018 was HighTower Advisors, an estimated $27.6M added.
  • The largest Stepan Co seller in Q1 2018 was Hillcrest Asset Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2018.