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Stepan Co
SCL

195 hedge funds and large institutions have $1.72B invested in Stepan Co in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

593% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $182K

2.68% more ownership

Funds ownership: 77.97% → 80.65% (+2.7%)

4% less capital invested

Capital invested by funds: $1.79B → $1.72B (-$67.3M)

5% less funds holding

Funds holding: 206 → 195 (-11)

19% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 79

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

Holders
195
Holders Change
-11
Holders Change %
-5.34%
% of All Funds
3.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
64
Reduced
79
Closed
25
Calls
$1.26M
Puts
$182K
Net Calls
+$1.08M
Net Calls Change
+$523K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$71.2M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$17.6M
3
State Street
State Street
Massachusetts
+$11.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.58M
5
WHG
Westwood Holdings Group
Texas
+$4.19M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$19.6M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$10.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.91M
4
Norges Bank
Norges Bank
Norway
-$2.45M
5
Millennium Management
Millennium Management
New York
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$7.34M +$2.2M +23,109 +43%
Ameriprise
27
Ameriprise
Minnesota
$7.14M -$453K -4,765 -6%
Bank of America
28
Bank of America
North Carolina
$6.54M -$1.48M -15,534 -18%
Ohio Public Employees Retirement System (OPERS)
29
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.07M +$268K +2,825 +5%
Legal & General Group
30
Legal & General Group
United Kingdom
$5.84M -$108K -1,137 -2%
OKSA
31
O'Keefe Stevens Advisory
New York
$5.44M +$271K +2,851 +5%
UBS Group
32
UBS Group
Switzerland
$5.13M -$96.2K -1,013 -2%
Fisher Asset Management
33
Fisher Asset Management
Washington
$4.72M – – –
Swiss National Bank
34
Swiss National Bank
Switzerland
$4.63M +$38K +400 +0.8%
NIG
35
NFJ Investment Group
Texas
$4.06M +$421K +4,430 +12%
New York State Teachers Retirement System (NYSTRS)
36
New York State Teachers Retirement System (NYSTRS)
New York
$3.74M -$28.5K -300 -0.8%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.6M +$50.6K +533 +1%
DIA
38
Dean Investment Associates
Ohio
$3.33M +$85.4K +899 +3%
EP
39
Edgestream Partners
New Jersey
$3.31M +$3.29M +34,600 New
AG
40
Algert Global
California
$3.29M – – –
Russell Investments Group
41
Russell Investments Group
United Kingdom
$3.03M +$2.01M +21,168 +202%
Renaissance Technologies
42
Renaissance Technologies
New York
$2.86M -$105K -1,100 -4%
CS
43
Credit Suisse
Switzerland
$2.72M +$140K +1,476 +5%
RBC
44
Romano Brothers & Co
Illinois
$2.69M -$11.9K -125 -0.4%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$2.55M -$77.2K -813 -3%
UBS AM
46
UBS AM
Illinois
$2.55M – – –
Prudential Financial
47
Prudential Financial
New Jersey
$2.51M +$524K +5,519 +27%
Millennium Management
48
Millennium Management
New York
$2.5M -$2.43M -25,620 -49%
State of New Jersey Common Pension Fund D
49
State of New Jersey Common Pension Fund D
New Jersey
$2.49M +$453K +4,773 +22%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$2.41M -$555K -5,840 -19%
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SCL Hedge Fund Activity: Q2 2023 in Review

195 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q2 2023, worth a combined $1.72B — down 3.8% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SCL and 15 opened new positions — a net loss of 10 holders — while 79 trimmed existing stakes and 64 added.

The largest buyer was First Trust Advisors, adding an estimated $71.2M. The largest seller was BlackRock, cutting an estimated $19.6M.

  • 195 institutional investors held Stepan Co (SCL) as of Q2 2023, down from 206 in Q1 2023.
  • Funds reported $1.72B of Stepan Co stock for Q2 2023, down 3.8% quarter-over-quarter.
  • 15 funds opened new Stepan Co positions in Q2 2023 and 25 closed out, a net change of -10 holders.
  • The largest Stepan Co buyer in Q2 2023 was First Trust Advisors, an estimated $71.2M added.
  • The largest Stepan Co seller in Q2 2023 was BlackRock, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2023.