Stepan Co
211 hedge funds and large institutions have $2.14B invested in Stepan Co in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 63 reducing their positions, and 23 closing their positions.
773% more call options, than puts
Call options by funds: $2.17M | Put options by funds: $249K
43% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 23
19% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 63
12% more capital invested
Capital invested by funds: $1.91B → $2.14B (+$225M)
4% more funds holding
Funds holding: 203 → 211 (+8)
1.38% more ownership
Funds ownership: 75.42% → 76.8% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$30M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$14.2M |
| 3 |
Millennium Management
New York
|
+$11M |
| 4 |
State Street
Boston,
Massachusetts
|
+$8.19M |
| 5 |
Morgan Stanley
New York
|
+$5.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$24.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$12.7M |
| 3 |
Bank of New York Mellon
New York
|
-$8.94M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$5.93M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$5.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QCM
226
Quantinno Capital Management
New York
| – | -$205K | -1,818 | Closed |
|
|
AAM
227
Advisors Asset Management
Monument,
Colorado
| – | -$137K | -1,213 | Closed |
|
228
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$59K | -524 | Closed |
|
|
AWA
229
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$32K | -288 | Closed |
|
|
OSAM
230
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$8K | -71 | Closed |
|
|
MAM
231
Meeder Asset Management
Dublin,
Ohio
| – | -$4K | -36 | Closed |
|
232
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -15 | Closed |
|
|
BIA
233
Bell Investment Advisors
Oakland,
California
| – | -$1K | -8 | Closed |
|
SCL Hedge Fund Activity: Q4 2021 in Review
211 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2021, worth a combined $2.14B — up 12% from $1.91B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SCL positions and 23 closed out — a net gain of 10 holders — while 75 added to existing stakes and 63 trimmed.
The largest buyer was BlackRock, adding an estimated $30M. The largest seller was Wellington Management Group, exiting entirely with an estimated $24.1M sold.
- 211 institutional investors held Stepan Co (SCL) as of Q4 2021, up from 203 in Q3 2021.
- Funds reported $2.14B of Stepan Co stock for Q4 2021, up 12% quarter-over-quarter.
- 33 funds opened new Stepan Co positions in Q4 2021 and 23 closed out, a net change of +10 holders.
- The largest Stepan Co buyer in Q4 2021 was BlackRock, an estimated $30M added.
- The largest Stepan Co seller in Q4 2021 was Wellington Management Group, an estimated $24.1M sold.
Based on aggregated 13F filings for Q4 2021.