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Stepan Co

200 hedge funds and large institutions have $1.66B invested in Stepan Co in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 56 increasing their positions, 69 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

734% more call options, than puts

Call options by funds: $7.06M | Put options by funds: $846K

223% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 13

15% more funds holding

Funds holding: 174200 (+26)

8% more capital invested

Capital invested by funds: $1.53B → $1.66B (+$130M)

0.59% less ownership

Funds ownership: 76.85%76.27% (-0.59%)

19% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 69

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
200
Holders Change
+26
Holders Change %
+14.94%
% of All Funds
4.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
42
Increased
56
Reduced
69
Closed
13
Calls
$7.06M
Puts
$846K
Net Calls
+$6.21M
Net Calls Change
+$56K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$300M +$5.63M +59,893 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$219M -$10.6M -113,237 -5%
HighTower Advisors
3
HighTower Advisors
Illinois
$192M +$62.2K +662 +0%
State Street
4
State Street
Massachusetts
$122M -$14.6M -154,792 -11%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$107M +$1.21M +12,897 +1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$51.8M -$2.59M -27,545 -5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$44.7M +$3.74M +39,760 +9%
Norges Bank
8
Norges Bank
Norway
$39.3M -$7.13M -75,864 -16%
Northern Trust
9
Northern Trust
Illinois
$37.6M +$1.07M +11,383 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$33.3M +$609K +6,478 +2%
Renaissance Technologies
11
Renaissance Technologies
New York
$30.7M -$5.15M -54,800 -15%
N
12
Nuveen
North Carolina
$22.6M +$2.18M +23,163 +11%
ACM
13
Atlanta Capital Management
Georgia
$20.7M +$1.11M +11,832 +6%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$20.6M -$482K -5,122 -2%
Charles Schwab
15
Charles Schwab
California
$19.2M -$1.8M -19,159 -9%
Wells Fargo
16
Wells Fargo
California
$17.4M -$1.13M -12,055 -6%
SAM
17
Southernsun Asset Management
Tennessee
$17.1M -$939K -9,987 -5%
Goldman Sachs
18
Goldman Sachs
New York
$15M -$4.61M -49,060 -24%
Principal Financial Group
19
Principal Financial Group
Iowa
$14.8M -$863K -9,179 -6%
PCA
20
Personal Capital Advisors
California
$14.5M -$212K -2,260 -1%
Ameriprise
21
Ameriprise
Minnesota
$11.8M -$1.36M -14,503 -11%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$11.4M -$1.64M -17,439 -13%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$10.6M +$3.27M +34,766 +43%
EAM
24
Eagle Asset Management
Florida
$9.53M -$1.71M -18,198 -15%
Prudential Financial
25
Prudential Financial
New Jersey
$9.2M +$5.64M +59,944 +172%

SCL Hedge Fund Activity: Q2 2020 in Review

200 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q2 2020, worth a combined $1.66B — up 8.5% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SCL positions and 13 closed out — a net gain of 29 holders — while 56 added to existing stakes and 69 trimmed.

The largest buyer was Prudential Financial, adding an estimated $5.64M. The largest seller was Invesco, cutting an estimated $16.9M.

  • 200 institutional investors held Stepan Co (SCL) as of Q2 2020, up from 174 in Q1 2020.
  • Funds reported $1.66B of Stepan Co stock for Q2 2020, up 8.5% quarter-over-quarter.
  • 42 funds opened new Stepan Co positions in Q2 2020 and 13 closed out, a net change of +29 holders.
  • The largest Stepan Co buyer in Q2 2020 was Prudential Financial, an estimated $5.64M added.
  • The largest Stepan Co seller in Q2 2020 was Invesco, an estimated $16.9M sold.

Based on aggregated 13F filings for Q2 2020.