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Stepan Co

174 hedge funds and large institutions have $1.53B invested in Stepan Co in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

595% more call options, than puts

Call options by funds: $7.19M | Put options by funds: $1.03M

0.19% more ownership

Funds ownership: 76.67%76.85% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 194174 (-20)

13% less capital invested

Capital invested by funds: $1.77B → $1.53B (-$235M)

34% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 79

52% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 33

Holders
174
Holders Change
-20
Holders Change %
-10.31%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
52
Reduced
79
Closed
33
Calls
$7.19M
Puts
$1.03M
Net Calls
+$6.16M
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$268M -$4.32M -45,294 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$210M +$7.85M +82,185 +4%
HighTower Advisors
3
HighTower Advisors
Illinois
$175M -$3.69M -38,669 -2%
State Street
4
State Street
Massachusetts
$125M +$77.4M +811,108 +134%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$96.6M +$2K +21 +0%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$49.6M -$1.56M -16,373 -3%
Norges Bank
7
Norges Bank
Norway
$42.5M -$780K -8,173 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$37.2M +$5.18M +54,305 +15%
Northern Trust
9
Northern Trust
Illinois
$33.3M -$113K -1,183 -0.3%
Renaissance Technologies
10
Renaissance Technologies
New York
$32.8M -$983K -10,300 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$29.8M +$378K +3,963 +1%
Invesco
12
Invesco
Georgia
$20M -$1.13M -11,854 -5%
Charles Schwab
13
Charles Schwab
California
$19.2M +$1.04M +10,936 +5%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$19.2M -$392K -4,104 -2%
N
15
Nuveen
North Carolina
$18.5M +$1.04M +10,882 +5%
Goldman Sachs
16
Goldman Sachs
New York
$18M +$12M +125,624 +160%
ACM
17
Atlanta Capital Management
Georgia
$17.9M -$3.08M -32,228 -14%
Wells Fargo
18
Wells Fargo
California
$16.9M +$27.4K +287 +0.2%
SAM
19
Southernsun Asset Management
Tennessee
$16.5M +$772K +8,087 +5%
Principal Financial Group
20
Principal Financial Group
Iowa
$14.3M -$773K -8,098 -5%
PCA
21
Personal Capital Advisors
California
$13.4M -$117K -1,230 -0.8%
Ameriprise
22
Ameriprise
Minnesota
$12.1M -$2.36M -24,682 -15%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$11.9M -$698K -7,308 -5%
ProShare Advisors
24
ProShare Advisors
Maryland
$11.4M -$504K -5,275 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
25
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.8M -$525K -5,500 -4%

SCL Hedge Fund Activity: Q1 2020 in Review

174 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q1 2020, worth a combined $1.53B — down 13% from $1.77B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of SCL and 16 opened new positions — a net loss of 17 holders — while 79 trimmed existing stakes and 52 added.

The largest buyer was State Street, adding an estimated $77.4M. The largest seller was Panagora Asset Management, cutting an estimated $9.36M.

  • 174 institutional investors held Stepan Co (SCL) as of Q1 2020, down from 194 in Q4 2019.
  • Funds reported $1.53B of Stepan Co stock for Q1 2020, down 13% quarter-over-quarter.
  • 16 funds opened new Stepan Co positions in Q1 2020 and 33 closed out, a net change of -17 holders.
  • The largest Stepan Co buyer in Q1 2020 was State Street, an estimated $77.4M added.
  • The largest Stepan Co seller in Q1 2020 was Panagora Asset Management, an estimated $9.36M sold.

Based on aggregated 13F filings for Q1 2020.