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Stepan Co
SCL

206 hedge funds and large institutions have $1.79B invested in Stepan Co in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $1.69M | Put options by funds: $1.13M

3% more capital invested

Capital invested by funds: $1.73B → $1.79B (+$54.4M)

0.06% less ownership

Funds ownership: 78.03% → 77.97% (-0.06%)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

2% less funds holding

Funds holding: 210 → 206 (-4)

11% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 75

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
206
Holders Change
-4
Holders Change %
-1.9%
% of All Funds
3.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
67
Reduced
75
Closed
22
Calls
$1.69M
Puts
$1.13M
Net Calls
+$556K
Net Calls Change
-$1.75M

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$5.18M
2
Millennium Management
Millennium Management
New York
+$4.43M
3
UBS Group
UBS Group
Switzerland
+$3.56M
4
JP Morgan Chase
JP Morgan Chase
New York
+$3.04M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$4.98M
2
N
Nuveen
North Carolina
-$4.61M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.35M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$2.43M
5
BlackRock
BlackRock
New York
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
51
Canada Life
Manitoba, Canada
$2.55M -$132K -1,255 -5%
UBS AM
52
UBS AM
Illinois
$2.55M +$393K +3,741 +18%
COPPSERS
53
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.3M -$25.3K -241 -1%
MYAM
54
Meiji Yasuda Asset Management
Japan
$2.24M -$29.1K -277 -1%
State of New Jersey Common Pension Fund D
55
State of New Jersey Common Pension Fund D
New Jersey
$2.19M – – –
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$2.16M -$77K -733 -3%
Prudential Financial
57
Prudential Financial
New Jersey
$2.14M -$67.2K -640 -3%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$2.04M -$739K -7,033 -26%
E
59
Ergoteles
New York
$2.01M +$1.39M +13,214 +211%
TPSF
60
Texas Permanent School Fund
Texas
$1.95M +$498K +4,741 +33%
AI
61
AdvisorShares Investments
Maryland
$1.79M +$555K +5,280 +44%
MAM
62
Martingale Asset Management
Massachusetts
$1.77M +$21.1K +201 +1%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$1.71M +$1.44M +13,700 +472%
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$1.66M +$1.4M +13,363 +487%
Wells Fargo
65
Wells Fargo
California
$1.57M +$411K +3,917 +35%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$1.56M +$857K +8,159 +117%
Deutsche Bank
67
Deutsche Bank
Germany
$1.53M +$405K +3,852 +35%
Skandinaviska Enskilda Banken (SEB)
68
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.52M +$1.55M +14,800 New
WSCM
69
Wellington Shields Capital Management
New York
$1.49M – – –
SOADOR
70
State of Alaska Department of Revenue
Alaska
$1.49M -$25.7K -245 -2%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$1.33M +$606K +5,773 +81%
DCM
72
Dean Capital Management
Kansas
$1.32M +$592K +5,634 +78%
LCM
73
Legato Capital Management
California
$1.32M +$592K +5,634 +78%
MOACM
74
Mutual of America Capital Management
New York
$1.31M -$2.03M -19,284 -60%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$1.28M -$1.64M -15,662 -57%
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3
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SCL Hedge Fund Activity: Q1 2023 in Review

206 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q1 2023, worth a combined $1.79B — up 3.1% from $1.73B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of SCL and 20 opened new positions — a net loss of 2 holders — while 75 trimmed existing stakes and 67 added.

The largest buyer was Westwood Holdings Group, adding an estimated $5.18M. The largest seller was Acadian Asset Management, cutting an estimated $4.98M.

  • 206 institutional investors held Stepan Co (SCL) as of Q1 2023, down from 210 in Q4 2022.
  • Funds reported $1.79B of Stepan Co stock for Q1 2023, up 3.1% quarter-over-quarter.
  • 20 funds opened new Stepan Co positions in Q1 2023 and 22 closed out, a net change of -2 holders.
  • The largest Stepan Co buyer in Q1 2023 was Westwood Holdings Group, an estimated $5.18M added.
  • The largest Stepan Co seller in Q1 2023 was Acadian Asset Management, an estimated $4.98M sold.

Based on aggregated 13F filings for Q1 2023.