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Stepan Co
SCL

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
211
Holders Change
+8
Holders Change %
+3.94%
% of All Funds
3.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
75
Reduced
63
Closed
23
Calls
$2.17M
Puts
$249K
Net Calls
+$1.93M
Net Calls Change
-$1.01M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$30M
2
WHG
Westwood Holdings Group
Texas
+$14.2M
3
Millennium Management
Millennium Management
New York
+$11M
4
State Street
State Street
Massachusetts
+$8.19M
5
Morgan Stanley
Morgan Stanley
New York
+$5.11M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$24.1M
2
Wells Fargo
Wells Fargo
California
-$12.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$8.94M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$5.93M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$5.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$11.3M -$97.6K -809 -0.9%
ProShare Advisors
27
ProShare Advisors
Maryland
$11.2M +$441K +3,659 +4%
First Trust Advisors
28
First Trust Advisors
Illinois
$10.5M +$1.44M +11,918 +16%
American Century Companies
29
American Century Companies
Missouri
$9.56M +$2.4M +19,906 +35%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$9.41M +$150K +1,246 +2%
GWI
31
Grace & White Inc
New York
$8.56M – – –
Ohio Public Employees Retirement System (OPERS)
32
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.6M -$9.77K -81 -0.1%
PPA
33
Parametric Portfolio Associates
Washington
$7.57M +$59.2K +491 +0.8%
Legal & General Group
34
Legal & General Group
United Kingdom
$7.48M +$205K +1,699 +3%
KCM
35
Kennedy Capital Management
Missouri
$6.61M +$501K +4,153 +8%
AllianceBernstein
36
AllianceBernstein
Tennessee
$6.45M -$502K -4,163 -7%
Swiss National Bank
37
Swiss National Bank
Switzerland
$5.85M -$12.1K -100 -0.2%
NIG
38
NFJ Investment Group
Texas
$5.76M -$329K -2,728 -6%
OKSA
39
O'Keefe Stevens Advisory
New York
$5.48M -$2.9K -24 -0.1%
Barclays
40
Barclays
United Kingdom
$5.47M +$1.24M +10,270 +30%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.39M +$29K +240 +0.6%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$5.08M -$133K -1,100 -3%
Goldman Sachs
43
Goldman Sachs
New York
$4.67M -$285K -2,366 -6%
BG
44
Bahl & Gaynor
Ohio
$4.19M +$5.67K +47 +0.1%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$4.17M -$241K -1,994 -6%
Victory Capital Management
46
Victory Capital Management
Texas
$4.03M +$24.2K +201 +0.6%
MOACM
47
Mutual of America Capital Management
New York
$4.03M -$20.5K -170 -0.5%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$3.89M +$67.6K +560 +2%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$3.71M +$76.4K +633 +2%
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$3.53M +$3.43M +28,395 New
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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.