Stepan Co
197 hedge funds and large institutions have $1.37B invested in Stepan Co in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 66 reducing their positions, and 13 closing their positions.
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
15% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 66
12% more capital invested
Capital invested by funds: $1.23B → $1.37B (+$143M)
3% more funds holding
Funds holding: 192 → 197 (+5)
0.49% more ownership
Funds ownership: 69.75% → 70.23% (+0.49%)
58% less call options, than puts
Call options by funds: $1.48M | Put options by funds: $3.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$7.44M |
| 2 |
BlackRock
New York
|
+$7.25M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$4.31M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.28M |
| 5 |
Morgan Stanley
New York
|
+$3.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$6.63M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$6.2M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$6.05M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$4.58M |
| 5 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
-$4.35M |
SCL Hedge Fund Activity: Q3 2018 in Review
197 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2018, worth a combined $1.37B — up 12% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SCL positions and 13 closed out — a net gain of 6 holders — while 76 added to existing stakes and 66 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $7.44M. The largest seller was Federated Hermes, cutting an estimated $6.63M.
- 197 institutional investors held Stepan Co (SCL) as of Q3 2018, up from 192 in Q2 2018.
- Funds reported $1.37B of Stepan Co stock for Q3 2018, up 12% quarter-over-quarter.
- 19 funds opened new Stepan Co positions in Q3 2018 and 13 closed out, a net change of +6 holders.
- The largest Stepan Co buyer in Q3 2018 was AllianceBernstein, an estimated $7.44M added.
- The largest Stepan Co seller in Q3 2018 was Federated Hermes, an estimated $6.63M sold.
Based on aggregated 13F filings for Q3 2018.