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Stepan Co

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: 226215 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$12.6M +$3.9M +31,512 +47%
JP Morgan Chase
27
JP Morgan Chase
New York
$11.8M +$3.55M +28,635 +44%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$10.5M +$945K +7,625 +10%
Fuller & Thaler Asset Management
29
Fuller & Thaler Asset Management
California
$10M +$494K +3,990 +5%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$9.93M -$6.17M -49,821 -39%
GWI
31
Grace & White Inc
New York
$8.82M
Legal & General Group
32
Legal & General Group
United Kingdom
$8.71M +$58.4K +471 +0.7%
PPA
33
Parametric Portfolio Associates
Washington
$8.51M +$139K +1,119 +2%
Ohio Public Employees Retirement System (OPERS)
34
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.66M +$1.28M +10,329 +21%
Morgan Stanley
35
Morgan Stanley
New York
$7.34M -$4.15M -33,511 -37%
Renaissance Technologies
36
Renaissance Technologies
New York
$7.3M -$8.13M -65,600 -53%
AllianceBernstein
37
AllianceBernstein
Tennessee
$7.03M -$103K -832 -1%
KCM
38
Kennedy Capital Management
Missouri
$6.55M -$143K -1,155 -2%
Goldman Sachs
39
Goldman Sachs
New York
$6.47M -$2.56M -20,674 -29%
First Trust Advisors
40
First Trust Advisors
Illinois
$6.28M +$1.29M +10,421 +27%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$6.17M +$2.85K +23 +0%
NIG
42
NFJ Investment Group
Texas
$5.94M +$5.79M +46,719 New
Swiss National Bank
43
Swiss National Bank
Switzerland
$5.87M +$74.3K +600 +1%
Lazard Asset Management
44
Lazard Asset Management
New York
$5.69M -$19.6K -158 -0.4%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.59M -$398K -3,210 -7%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$5.58M -$814K -6,572 -13%
OKSA
47
O'Keefe Stevens Advisory
New York
$5.57M -$24.8K -200 -0.5%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$5.53M -$238K -1,922 -4%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$5.53M -$2.81M -22,677 -34%
BG
50
Bahl & Gaynor
Ohio
$5.28M +$128K +1,030 +3%

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.