Stepan Co
231 hedge funds and large institutions have $1.44B invested in Stepan Co in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 22 closing their positions.
8,715% more call options, than puts
Call options by funds: $4.05M | Put options by funds: $46K
73% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 22
7% more funds holding
Funds holding: 215 → 231 (+16)
0.91% more ownership
Funds ownership: 81.79% → 82.7% (+0.91%)
7% less capital invested
Capital invested by funds: $1.54B → $1.44B (-$107M)
17% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 84
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$14.7M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$9M |
| 3 |
Morgan Stanley
New York
|
+$8.42M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$8.39M |
| 5 |
Goldman Sachs
New York
|
+$6.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$54.7M |
| 2 |
NIG
NFJ Investment Group
Dallas,
Texas
|
-$21.8M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$14.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.17M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$4.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
251
Continuum Advisory
Eagle,
Idaho
| – | -$1.76K | -21 | Closed |
|
252
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$420 | -5 | Closed |
|
SCL Hedge Fund Activity: Q3 2024 in Review
231 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2024, worth a combined $1.44B — down 7% from $1.54B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SCL positions and 22 closed out — a net gain of 16 holders — while 70 added to existing stakes and 84 trimmed.
The largest buyer was American Century Companies, adding an estimated $14.7M. The largest seller was Victory Capital Management, cutting an estimated $54.7M.
- 231 institutional investors held Stepan Co (SCL) as of Q3 2024, up from 215 in Q2 2024.
- Funds reported $1.44B of Stepan Co stock for Q3 2024, down 7% quarter-over-quarter.
- 38 funds opened new Stepan Co positions in Q3 2024 and 22 closed out, a net change of +16 holders.
- The largest Stepan Co buyer in Q3 2024 was American Century Companies, an estimated $14.7M added.
- The largest Stepan Co seller in Q3 2024 was Victory Capital Management, an estimated $54.7M sold.
Based on aggregated 13F filings for Q3 2024.