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Stepan Co
SCL

199 hedge funds and large institutions have $1.35B invested in Stepan Co in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $517K

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

2% more funds holding

Funds holding: 195 → 199 (+4)

0.09% more ownership

Funds ownership: 80.65% → 80.74% (+0.09%)

4% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 69

21% less capital invested

Capital invested by funds: $1.72B → $1.35B (-$366M)

Holders
199
Holders Change
+4
Holders Change %
+2.05%
% of All Funds
3.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
66
Reduced
69
Closed
24
Calls
$1.09M
Puts
$517K
Net Calls
+$570K
Net Calls Change
-$509K

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$17.4M
2
HighTower Advisors
HighTower Advisors
Illinois
+$14.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$11.9M
4
NIG
NFJ Investment Group
Texas
+$11.5M
5
WHG
Westwood Holdings Group
Texas
+$8.77M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$69M
2
BlackRock
BlackRock
New York
-$12.4M
3
Empower Advisory Group
Empower Advisory Group
Colorado
-$9.45M
4
SAM
Southernsun Asset Management
Tennessee
-$2.81M
5
Norges Bank
Norges Bank
Norway
-$2.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
51
AdvisorShares Investments
Maryland
$1.83M +$123K +1,408 +6%
Canada Life
52
Canada Life
Manitoba, Canada
$1.8M +$9.27K +106 +0.4%
AllianceBernstein
53
AllianceBernstein
Tennessee
$1.78M -$92.5K -1,058 -4%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$1.75M +$874K +10,000 +75%
MYAM
55
Meiji Yasuda Asset Management
Japan
$1.74M +$29K +332 +1%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$1.46M -$76.8K -879 -4%
Barclays
57
Barclays
United Kingdom
$1.39M -$166K -1,899 -9%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.37M +$772K +8,832 +94%
OQS
59
Occudo Quantitative Strategies
Florida
$1.37M +$1.6M +18,270 New
QC
60
Quadrature Capital
United Kingdom
$1.36M +$697K +7,974 +78%
TPSF
61
Texas Permanent School Fund
Texas
$1.35M -$57.2K -654 -3%
Balyasny Asset Management
62
Balyasny Asset Management
Illinois
$1.27M +$1.14M +12,998 +327%
Millennium Management
63
Millennium Management
New York
$1.22M -$869K -9,941 -38%
Wells Fargo
64
Wells Fargo
California
$1.18M -$333K -3,810 -19%
JF
65
Jump Financial
Illinois
$1.18M +$439K +5,026 +47%
DCM
66
Dean Capital Management
Kansas
$1.1M +$71.4K +817 +6%
LCM
67
Legato Capital Management
California
$1.1M +$71.4K +817 +6%
WSCM
68
Wellington Shields Capital Management
New York
$1.09M – – –
CCIA
69
Campbell & Co Investment Adviser
Maryland
$1.08M +$1.26M +14,443 New
COPPSERS
70
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.06M -$856K -9,795 -41%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$995K +$330K +3,774 +40%
SOADOR
72
State of Alaska Department of Revenue
Alaska
$991K -$65K -744 -5%
IMRF
73
Illinois Municipal Retirement Fund
Illinois
$987K +$1.15M +13,162 New
Renaissance Technologies
74
Renaissance Technologies
New York
$915K -$1.55M -17,700 -59%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$913K +$46K +526 +5%
1 2
3
4 5

SCL Hedge Fund Activity: Q3 2023 in Review

199 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2023, worth a combined $1.35B — down 21% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SCL positions and 24 closed out — a net gain of 5 holders — while 66 added to existing stakes and 69 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $17.4M. The largest seller was State Street, cutting an estimated $69M.

  • 199 institutional investors held Stepan Co (SCL) as of Q3 2023, up from 195 in Q2 2023.
  • Funds reported $1.35B of Stepan Co stock for Q3 2023, down 21% quarter-over-quarter.
  • 29 funds opened new Stepan Co positions in Q3 2023 and 24 closed out, a net change of +5 holders.
  • The largest Stepan Co buyer in Q3 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $17.4M added.
  • The largest Stepan Co seller in Q3 2023 was State Street, an estimated $69M sold.

Based on aggregated 13F filings for Q3 2023.