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Stepan Co

195 hedge funds and large institutions have $1.66B invested in Stepan Co in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $7.91M | Put options by funds: $2.66M

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

3% more funds holding

Funds holding: 189195 (+6)

5% more capital invested

Capital invested by funds: $1.59B → $1.66B (+$74.1M)

0% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 66

0.53% less ownership

Funds ownership: 76.55%76.02% (-0.53%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
195
Holders Change
+6
Holders Change %
+3.17%
% of All Funds
4.28%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
21
Increased
66
Reduced
66
Closed
14
Calls
$7.91M
Puts
$2.66M
Net Calls
+$5.25M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$296M +$2.36M +24,842 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$223M +$1.07M +11,283 +0.5%
HighTower Advisors
3
HighTower Advisors
Illinois
$190M +$3.49M +36,781 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$107M -$611K -6,444 -0.6%
State Street
5
State Street
Massachusetts
$58.3M -$7.7M -81,177 -12%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$55.6M -$6.04M -63,630 -10%
Norges Bank
7
Norges Bank
Norway
$47.5M +$507K +5,347 +1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$37.8M -$1.14M -12,000 -3%
Northern Trust
9
Northern Trust
Illinois
$37.3M +$2.68M +28,257 +8%
Renaissance Technologies
10
Renaissance Technologies
New York
$35.7M +$3.43M +36,200 +11%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$29.2M -$707K -7,452 -2%
Invesco
12
Invesco
Georgia
$24.1M +$865K +9,113 +4%
N
13
Nuveen
North Carolina
$23.5M +$106K +1,113 +0.5%
ACM
14
Atlanta Capital Management
Georgia
$22.9M -$258K -2,724 -1%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$20.2M +$805K +8,487 +4%
PAM
16
Panagora Asset Management
Massachusetts
$20.1M -$1.17M -12,347 -6%
Charles Schwab
17
Charles Schwab
California
$19.5M +$787K +8,293 +4%
Wells Fargo
18
Wells Fargo
California
$18.1M +$4.25M +44,789 +32%
SAM
19
Southernsun Asset Management
Tennessee
$18M -$238K -2,504 -1%
JP Morgan Chase
20
JP Morgan Chase
New York
$17.7M +$2.29M +24,118 +15%
Principal Financial Group
21
Principal Financial Group
Iowa
$16.7M -$110K -1,163 -0.7%
Ameriprise
22
Ameriprise
Minnesota
$16M -$2.51M -26,436 -14%
PCA
23
Personal Capital Advisors
California
$14.3M +$144K +1,518 +1%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$13.7M -$540K -5,696 -4%
MCM
25
Matarin Capital Management
New York
$13.7M -$1.85M -19,487 -12%

SCL Hedge Fund Activity: Q3 2019 in Review

195 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2019, worth a combined $1.66B — up 4.7% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SCL positions and 14 closed out — a net gain of 7 holders — while 66 added to existing stakes and 66 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.25M. The largest seller was Allianz Asset Management, cutting an estimated $8.93M.

  • 195 institutional investors held Stepan Co (SCL) as of Q3 2019, up from 189 in Q2 2019.
  • Funds reported $1.66B of Stepan Co stock for Q3 2019, up 4.7% quarter-over-quarter.
  • 21 funds opened new Stepan Co positions in Q3 2019 and 14 closed out, a net change of +7 holders.
  • The largest Stepan Co buyer in Q3 2019 was Wells Fargo, an estimated $4.25M added.
  • The largest Stepan Co seller in Q3 2019 was Allianz Asset Management, an estimated $8.93M sold.

Based on aggregated 13F filings for Q3 2019.