We are live on ! Find out more
SCL icon

Stepan Co
SCL

195 hedge funds and large institutions have $1.72B invested in Stepan Co in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

593% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $182K

2.68% more ownership

Funds ownership: 77.97% → 80.65% (+2.7%)

4% less capital invested

Capital invested by funds: $1.79B → $1.72B (-$67.3M)

5% less funds holding

Funds holding: 206 → 195 (-11)

19% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 79

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

Holders
195
Holders Change
-11
Holders Change %
-5.34%
% of All Funds
3.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
64
Reduced
79
Closed
25
Calls
$1.26M
Puts
$182K
Net Calls
+$1.08M
Net Calls Change
+$523K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$71.2M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$17.6M
3
State Street
State Street
Massachusetts
+$11.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.58M
5
WHG
Westwood Holdings Group
Texas
+$4.19M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$19.6M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$10.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.91M
4
Norges Bank
Norges Bank
Norway
-$2.45M
5
Millennium Management
Millennium Management
New York
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
BG
51
Bahl & Gaynor
Ohio
$2.37M -$2.94K -31 -0.1%
AllianceBernstein
52
AllianceBernstein
Tennessee
$2.37M – – –
COPPSERS
53
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.29M +$155K +1,632 +7%
Canada Life
54
Canada Life
Manitoba, Canada
$2.29M -$84.2K -886 -4%
AI
55
AdvisorShares Investments
Maryland
$2.2M +$535K +5,632 +32%
MYAM
56
Meiji Yasuda Asset Management
Japan
$2.18M +$103K +1,080 +5%
Barclays
57
Barclays
United Kingdom
$1.96M -$979K -10,305 -33%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$1.94M -$59.3K -624 -3%
Wells Fargo
59
Wells Fargo
California
$1.87M +$412K +4,334 +28%
Grantham, Mayo, Van Otterloo & Co (GMO)
60
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.84M -$1.12M -11,830 -38%
TPSF
61
Texas Permanent School Fund
Texas
$1.79M -$23.8K -250 -1%
Citigroup
62
Citigroup
New York
$1.56M +$572K +6,021 +58%
WSCM
63
Wellington Shields Capital Management
New York
$1.39M – – –
SOADOR
64
State of Alaska Department of Revenue
Alaska
$1.33M -$47K -495 -3%
DCM
65
Dean Capital Management
Kansas
$1.33M +$102K +1,069 +8%
LCM
66
Legato Capital Management
California
$1.33M +$102K +1,069 +8%
Two Sigma Advisers
67
Two Sigma Advisers
New York
$1.27M -$314K -3,300 -20%
Stifel Financial
68
Stifel Financial
Missouri
$1.22M +$249K +2,624 +26%
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$1.11M +$42.6K +448 +4%
AIG
70
American International Group
New York
$1.09M -$19.6K -206 -2%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$1.08M -$41.8K -440 -4%
MIM
72
MetLife Investment Management
New Jersey
$1.08M +$16.5K +174 +2%
YCM
73
Yousif Capital Management
Michigan
$1.08M -$59.7K -628 -5%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$1.06M -$99.6K -1,048 -9%
LSERS
75
Louisiana State Employees Retirement System
Louisiana
$1.06M +$124K +1,300 +13%
1 2
3
4 5

SCL Hedge Fund Activity: Q2 2023 in Review

195 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q2 2023, worth a combined $1.72B — down 3.8% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SCL and 15 opened new positions — a net loss of 10 holders — while 79 trimmed existing stakes and 64 added.

The largest buyer was First Trust Advisors, adding an estimated $71.2M. The largest seller was BlackRock, cutting an estimated $19.6M.

  • 195 institutional investors held Stepan Co (SCL) as of Q2 2023, down from 206 in Q1 2023.
  • Funds reported $1.72B of Stepan Co stock for Q2 2023, down 3.8% quarter-over-quarter.
  • 15 funds opened new Stepan Co positions in Q2 2023 and 25 closed out, a net change of -10 holders.
  • The largest Stepan Co buyer in Q2 2023 was First Trust Advisors, an estimated $71.2M added.
  • The largest Stepan Co seller in Q2 2023 was BlackRock, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2023.