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Stepan Co
SCL

226 hedge funds and large institutions have $2.06B invested in Stepan Co in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

508% more call options, than puts

Call options by funds: $8.15M | Put options by funds: $1.34M

133% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $1.88B → $2.06B (+$174M)

9% more funds holding

Funds holding: 207 → 226 (+19)

0.28% less ownership

Funds ownership: 77.05% → 76.76% (-0.28%)

14% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 80

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
226
Holders Change
+19
Holders Change %
+9.18%
% of All Funds
4%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
69
Reduced
80
Closed
15
Calls
$8.15M
Puts
$1.34M
Net Calls
+$6.81M
Net Calls Change
+$472K

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$22M
2
BlackRock
BlackRock
New York
+$19.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$13.1M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$4.36M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.92M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$14.7M
2
Renaissance Technologies
Renaissance Technologies
New York
-$12.8M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$10.6M
4
EAM
Eagle Asset Management
Florida
-$10.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
BG
51
Bahl & Gaynor
Ohio
$4.83M +$127K +1,081 +3%
First Trust Advisors
52
First Trust Advisors
Illinois
$4.65M -$165K -1,399 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
53
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.42M +$4.36M +37,000 New
MOACM
54
Mutual of America Capital Management
New York
$4.39M +$8.12K +69 +0.2%
HIM
55
Hillsdale Investment Management
Ontario, Canada
$4.22M -$23.5K -200 -0.6%
UBS Group
56
UBS Group
Switzerland
$4.2M -$1.06M -9,029 -20%
MCM
57
Matarin Capital Management
New York
$4.08M -$1.69M -14,388 -30%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$3.89M -$2.12K -18 -0.1%
Barclays
59
Barclays
United Kingdom
$3.76M -$214K -1,817 -5%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$3.64M -$10.6M -90,292 -76%
American Century Companies
61
American Century Companies
Missouri
$3.37M +$595K +5,050 +22%
MSL
62
Mackay Shields LLC
New York
$3.34M -$106K -900 -3%
WSCM
63
Wellington Shields Capital Management
New York
$2.92M – – –
UBS AM
64
UBS AM
Illinois
$2.81M -$158K -1,341 -5%
Comerica Bank
65
Comerica Bank
Texas
$2.75M +$17.2K +146 +0.7%
Canada Life
66
Canada Life
Manitoba, Canada
$2.48M -$325K -2,761 -12%
MCM
67
Mitchell Capital Management
Kansas
$2.47M +$2.44M +20,685 New
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$2.37M -$426K -3,616 -15%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$2.36M +$1.77K +15 +0.1%
SEI Investments
70
SEI Investments
Pennsylvania
$2.29M -$461K -3,920 -17%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$2.28M +$235K +1,994 +12%
Deutsche Bank
72
Deutsche Bank
Germany
$2.23M +$509K +4,324 +30%
TD Asset Management
73
TD Asset Management
Ontario, Canada
$2.22M +$192K +1,630 +10%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$2.11M – – –
GIP
75
Granite Investment Partners
California
$2.09M -$164K -1,396 -7%
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3
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SCL Hedge Fund Activity: Q4 2020 in Review

226 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2020, worth a combined $2.06B — up 9.3% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SCL positions and 15 closed out — a net gain of 20 holders — while 69 added to existing stakes and 80 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $22M. The largest seller was Goldman Sachs, cutting an estimated $14.7M.

  • 226 institutional investors held Stepan Co (SCL) as of Q4 2020, up from 207 in Q3 2020.
  • Funds reported $2.06B of Stepan Co stock for Q4 2020, up 9.3% quarter-over-quarter.
  • 35 funds opened new Stepan Co positions in Q4 2020 and 15 closed out, a net change of +20 holders.
  • The largest Stepan Co buyer in Q4 2020 was Westwood Holdings Group, an estimated $22M added.
  • The largest Stepan Co seller in Q4 2020 was Goldman Sachs, an estimated $14.7M sold.

Based on aggregated 13F filings for Q4 2020.