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Stepan Co
SCL

215 hedge funds and large institutions have $2.18B invested in Stepan Co in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

814% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $242K

6% more capital invested

Capital invested by funds: $2.06B → $2.18B (+$128M)

9% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 70

0.26% less ownership

Funds ownership: 76.76% → 76.5% (-0.26%)

5% less funds holding

Funds holding: 226 → 215 (-11)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

Holders
215
Holders Change
-11
Holders Change %
-4.87%
% of All Funds
3.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
76
Reduced
70
Closed
32
Calls
$2.21M
Puts
$242K
Net Calls
+$1.97M
Net Calls Change
-$4.84M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$21.5M
2
State Street
State Street
Massachusetts
+$9.37M
3
WHG
Westwood Holdings Group
Texas
+$8.41M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$7.26M
5
SAM
Southernsun Asset Management
Tennessee
+$5.71M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$19.3M
2
Renaissance Technologies
Renaissance Technologies
New York
-$8.13M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$6.17M
4
Northern Trust
Northern Trust
Illinois
-$6.02M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
226
Zacks Investment Management
Illinois
– -$546K -4,580 Closed
PP
227
Paloma Partners
Connecticut
– -$544K -4,555 Closed
WG
228
Winton Group
United Kingdom
– -$533K -4,465 Closed
DT
229
Diversified Trust
Tennessee
– -$377K -3,163 Closed
CCIA
230
Campbell & Co Investment Adviser
Maryland
– -$248K -2,076 Closed
PI
231
PEAK6 Investments
Illinois
– -$212K -1,778 Closed
CIBC Asset Management
232
CIBC Asset Management
Ontario, Canada
– -$204K -1,711 Closed
FTDI
233
First Trust Direct Indexing
Massachusetts
– -$105K -882 Closed
FWM
234
Focused Wealth Management
New York
– -$57K -480 Closed
UFF
235
USA Financial Formulas
Michigan
– -$57K -476 Closed
VCG
236
Vantage Consulting Group
Virginia
– -$11K -92 Closed
AF
237
Allworth Financial
California
– -$8K -63 Closed
PWPS
238
Pinnacle Wealth Planning Services
Ohio
– -$8K -63 Closed
Toronto Dominion Bank
239
Toronto Dominion Bank
Ontario, Canada
– -$3K -28 Closed
LGA
240
Lebenthal Global Advisors
New York
– -$3K -27 Closed
TCOV
241
Trust Company of Vermont
Vermont
– -$3K -26 Closed
TFGT
242
TS Financial Group (TSFG)
Illinois
– -$3K -23 Closed
HGWM
243
Harvest Group Wealth Management
Massachusetts
– -$2K -19 Closed
ASN
244
Advisory Services Network
Georgia
– -$2K -16 Closed
BWA
245
BDO Wealth Advisors
Florida
– -$1K -12 Closed
PCG
246
Private Capital Group
Connecticut
– -$1K -9 Closed
6 7 8 9
10

SCL Hedge Fund Activity: Q1 2021 in Review

215 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q1 2021, worth a combined $2.18B — up 6.2% from $2.06B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of SCL and 24 opened new positions — a net loss of 8 holders — while 70 trimmed existing stakes and 76 added.

The largest buyer was BlackRock, adding an estimated $21.5M. The largest seller was Norges Bank, cutting an estimated $19.3M.

  • 215 institutional investors held Stepan Co (SCL) as of Q1 2021, down from 226 in Q4 2020.
  • Funds reported $2.18B of Stepan Co stock for Q1 2021, up 6.2% quarter-over-quarter.
  • 24 funds opened new Stepan Co positions in Q1 2021 and 32 closed out, a net change of -8 holders.
  • The largest Stepan Co buyer in Q1 2021 was BlackRock, an estimated $21.5M added.
  • The largest Stepan Co seller in Q1 2021 was Norges Bank, an estimated $19.3M sold.

Based on aggregated 13F filings for Q1 2021.