Stepan Co
226 hedge funds and large institutions have $2.06B invested in Stepan Co in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 80 reducing their positions, and 15 closing their positions.
508% more call options, than puts
Call options by funds: $8.15M | Put options by funds: $1.34M
133% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 15
9% more capital invested
Capital invested by funds: $1.88B → $2.06B (+$174M)
9% more funds holding
Funds holding: 207 → 226 (+19)
0.28% less ownership
Funds ownership: 77.05% → 76.76% (-0.28%)
14% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 80
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$22M |
| 2 |
BlackRock
New York
|
+$19.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.1M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$4.36M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$3.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$14.7M |
| 2 |
Renaissance Technologies
New York
|
-$12.8M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$10.6M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$10.1M |
| 5 |
Bank of New York Mellon
New York
|
-$5.67M |
SCL Hedge Fund Activity: Q4 2020 in Review
226 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2020, worth a combined $2.06B — up 9.3% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SCL positions and 15 closed out — a net gain of 20 holders — while 69 added to existing stakes and 80 trimmed.
The largest buyer was Westwood Holdings Group, adding an estimated $22M. The largest seller was Goldman Sachs, cutting an estimated $14.7M.
- 226 institutional investors held Stepan Co (SCL) as of Q4 2020, up from 207 in Q3 2020.
- Funds reported $2.06B of Stepan Co stock for Q4 2020, up 9.3% quarter-over-quarter.
- 35 funds opened new Stepan Co positions in Q4 2020 and 15 closed out, a net change of +20 holders.
- The largest Stepan Co buyer in Q4 2020 was Westwood Holdings Group, an estimated $22M added.
- The largest Stepan Co seller in Q4 2020 was Goldman Sachs, an estimated $14.7M sold.
Based on aggregated 13F filings for Q4 2020.