We are live on ! Find out more
SCL icon

Stepan Co
SCL

199 hedge funds and large institutions have $1.35B invested in Stepan Co in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $517K

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

2% more funds holding

Funds holding: 195 → 199 (+4)

0.09% more ownership

Funds ownership: 80.65% → 80.74% (+0.09%)

4% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 69

21% less capital invested

Capital invested by funds: $1.72B → $1.35B (-$366M)

Holders
199
Holders Change
+4
Holders Change %
+2.05%
% of All Funds
3.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
66
Reduced
69
Closed
24
Calls
$1.09M
Puts
$517K
Net Calls
+$570K
Net Calls Change
-$509K

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$17.4M
2
HighTower Advisors
HighTower Advisors
Illinois
+$14.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$11.9M
4
NIG
NFJ Investment Group
Texas
+$11.5M
5
WHG
Westwood Holdings Group
Texas
+$8.77M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$69M
2
BlackRock
BlackRock
New York
-$12.4M
3
Empower Advisory Group
Empower Advisory Group
Colorado
-$9.45M
4
SAM
Southernsun Asset Management
Tennessee
-$2.81M
5
Norges Bank
Norges Bank
Norway
-$2.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$6.53M +$2.92M +33,421 +62%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$6.37M -$99.4K -1,137 -1%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$6.03M +$4.27M +48,828 +154%
Ameriprise
29
Ameriprise
Minnesota
$5.08M -$601K -6,878 -9%
Ohio Public Employees Retirement System (OPERS)
30
Ohio Public Employees Retirement System (OPERS)
Ohio
$5M +$276K +3,158 +5%
Legal & General Group
31
Legal & General Group
United Kingdom
$4.67M +$102K +1,165 +2%
OKSA
32
O'Keefe Stevens Advisory
New York
$4.42M +$181K +2,073 +4%
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$4.29M +$5M +57,176 New
Goldman Sachs
34
Goldman Sachs
New York
$4.08M -$1.96M -22,378 -29%
Fisher Asset Management
35
Fisher Asset Management
Washington
$3.71M – – –
Swiss National Bank
36
Swiss National Bank
Switzerland
$3.68M +$61.2K +700 +1%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$3.58M +$4.17M +47,688 New
New York State Teachers Retirement System (NYSTRS)
38
New York State Teachers Retirement System (NYSTRS)
New York
$2.9M -$35K -400 -1%
Voloridge Investment Management
39
Voloridge Investment Management
Florida
$2.89M +$1.17M +13,350 +53%
DIA
40
Dean Investment Associates
Ohio
$2.76M +$164K +1,874 +5%
AG
41
Algert Global
California
$2.6M +$27.7K +317 +0.9%
State of New Jersey Common Pension Fund D
42
State of New Jersey Common Pension Fund D
New Jersey
$2.13M +$208K +2,380 +9%
RBC
43
Romano Brothers & Co
Illinois
$2.11M – – –
CS
44
Credit Suisse
Switzerland
$2.1M -$33K -377 -1%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.97M -$999K -11,428 -30%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.95M +$2.27M +26,004 New
UBS AM
47
UBS AM
Illinois
$1.88M +$35.4K +405 +2%
Prudential Financial
48
Prudential Financial
New Jersey
$1.86M -$125K -1,430 -5%
BG
49
Bahl & Gaynor
Ohio
$1.84M -$31.3K -358 -1%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.83M -$193K -2,209 -8%
1
2
3 4 5

SCL Hedge Fund Activity: Q3 2023 in Review

199 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2023, worth a combined $1.35B — down 21% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SCL positions and 24 closed out — a net gain of 5 holders — while 66 added to existing stakes and 69 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $17.4M. The largest seller was State Street, cutting an estimated $69M.

  • 199 institutional investors held Stepan Co (SCL) as of Q3 2023, up from 195 in Q2 2023.
  • Funds reported $1.35B of Stepan Co stock for Q3 2023, down 21% quarter-over-quarter.
  • 29 funds opened new Stepan Co positions in Q3 2023 and 24 closed out, a net change of +5 holders.
  • The largest Stepan Co buyer in Q3 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $17.4M added.
  • The largest Stepan Co seller in Q3 2023 was State Street, an estimated $69M sold.

Based on aggregated 13F filings for Q3 2023.