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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
Wells Fargo
51
Wells Fargo
California
$3.41M -$12.7M -104,985 -79%
Skandinaviska Enskilda Banken (SEB)
52
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.36M – – –
UBS Group
53
UBS Group
Switzerland
$3.32M +$1.21M +10,069 +60%
Citadel Advisors
54
Citadel Advisors
Florida
$3.21M +$2.47M +20,487 +382%
UBS AM
55
UBS AM
Illinois
$3.13M +$51K +423 +2%
Jacobs Levy Equity Management
56
Jacobs Levy Equity Management
New Jersey
$3.12M -$5.67M -47,019 -65%
Assenagon Asset Management
57
Assenagon Asset Management
Luxembourg
$3M +$2.91M +24,154 New
Prudential Financial
58
Prudential Financial
New Jersey
$2.91M -$1.05M -8,704 -27%
Deutsche Bank
59
Deutsche Bank
Germany
$2.69M +$732K +6,064 +39%
CS
60
Credit Suisse
Switzerland
$2.56M +$197K +1,634 +9%
YCM
61
Yousif Capital Management
Michigan
$2.42M +$2.35M +19,450 New
Voloridge Investment Management
62
Voloridge Investment Management
Florida
$2.4M +$948K +7,859 +69%
Canada Life
63
Canada Life
Manitoba, Canada
$2.29M -$13K -108 -0.6%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$2.15M +$9.41K +78 +0.5%
TD Asset Management
65
TD Asset Management
Ontario, Canada
$2.14M -$591K -4,900 -22%
Comerica Bank
66
Comerica Bank
Texas
$2.09M -$120K -998 -5%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$2.08M +$386K +3,196 +24%
Citigroup
68
Citigroup
New York
$2.06M +$492K +4,080 +33%
COPPSERS
69
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2M -$10.5K -87 -0.5%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$1.94M +$5.07K +42 +0.3%
TPSF
71
Texas Permanent School Fund
Texas
$1.92M -$44.4K -368 -2%
SOADOR
72
State of Alaska Department of Revenue
Alaska
$1.87M -$59.1K -490 -3%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$1.83M -$1.13M -9,356 -39%
MAM
74
Martingale Asset Management
Massachusetts
$1.83M -$36.2K -300 -2%
WSCM
75
Wellington Shields Capital Management
New York
$1.8M -$1.21M -10,001 -41%
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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.