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Stepan Co
SCL

207 hedge funds and large institutions have $1.88B invested in Stepan Co in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

391% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $1.62M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

13% more capital invested

Capital invested by funds: $1.66B → $1.88B (+$218M)

4% more funds holding

Funds holding: 200 → 207 (+7)

6% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 68

0.78% more ownership

Funds ownership: 76.27% → 77.05% (+0.78%)

Holders
207
Holders Change
+7
Holders Change %
+3.5%
% of All Funds
4.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
72
Reduced
68
Closed
22
Calls
$7.96M
Puts
$1.62M
Net Calls
+$6.34M
Net Calls Change
+$124K

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$14.6M
2
Invesco
Invesco
Georgia
+$11.5M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$7.89M
4
BlackRock
BlackRock
New York
+$7.4M
5
Goldman Sachs
Goldman Sachs
New York
+$4.52M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$17.9M
2
Renaissance Technologies
Renaissance Technologies
New York
-$9.23M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$6.98M
4
Norges Bank
Norges Bank
Norway
-$6.82M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
WC
51
Walthausen & Co
New York
$4.78M -$1.87M -17,060 -28%
Nordea Investment Management
52
Nordea Investment Management
Sweden
$4.51M +$4.48M +40,933 New
First Trust Advisors
53
First Trust Advisors
Illinois
$4.4M +$402K +3,674 +10%
BG
54
Bahl & Gaynor
Ohio
$4.29M +$1.35M +12,308 +45%
PFC
55
Phocas Financial Corp
California
$4.13M +$1.42M +12,964 +52%
MOACM
56
Mutual of America Capital Management
New York
$4M +$208K +1,902 +5%
HIM
57
Hillsdale Investment Management
Ontario, Canada
$3.88M +$54.7K +500 +1%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.76M +$1.35M +12,350 +56%
Barclays
59
Barclays
United Kingdom
$3.63M +$853K +7,792 +31%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$3.56M +$14.3K +131 +0.4%
MAM
61
Martingale Asset Management
Massachusetts
$3.35M -$1.89M -17,229 -36%
MSL
62
Mackay Shields LLC
New York
$3.15M -$810K -7,400 -20%
UBS AM
63
UBS AM
Illinois
$2.72M -$23.5K -215 -0.9%
AQR Capital Management
64
AQR Capital Management
Connecticut
$2.71M -$104K -952 -4%
WSCM
65
Wellington Shields Capital Management
New York
$2.67M – – –
Comerica Bank
66
Comerica Bank
Texas
$2.63M +$118K +1,076 +5%
Canada Life
67
Canada Life
Manitoba, Canada
$2.57M -$108K -984 -4%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$2.56M +$137K +1,250 +6%
SEI Investments
69
SEI Investments
Pennsylvania
$2.53M +$374K +3,417 +17%
American Century Companies
70
American Century Companies
Missouri
$2.53M +$548K +5,012 +28%
SOADOR
71
State of Alaska Department of Revenue
Alaska
$2.17M +$116K +1,060 +6%
TPSF
72
Texas Permanent School Fund
Texas
$2.17M +$446K +4,079 +26%
SG Americas Securities
73
SG Americas Securities
New York
$2.16M +$816K +7,460 +60%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$2.15M -$5.36K -49 -0.2%
GIP
75
Granite Investment Partners
California
$2.06M +$2.07M +18,906 New
1 2
3
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SCL Hedge Fund Activity: Q3 2020 in Review

207 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2020, worth a combined $1.88B — up 13% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SCL positions and 22 closed out — a net gain of 7 holders — while 72 added to existing stakes and 68 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $14.6M. The largest seller was Wellington Management Group, cutting an estimated $17.9M.

  • 207 institutional investors held Stepan Co (SCL) as of Q3 2020, up from 200 in Q2 2020.
  • Funds reported $1.88B of Stepan Co stock for Q3 2020, up 13% quarter-over-quarter.
  • 29 funds opened new Stepan Co positions in Q3 2020 and 22 closed out, a net change of +7 holders.
  • The largest Stepan Co buyer in Q3 2020 was Westwood Holdings Group, an estimated $14.6M added.
  • The largest Stepan Co seller in Q3 2020 was Wellington Management Group, an estimated $17.9M sold.

Based on aggregated 13F filings for Q3 2020.