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Stepan Co
SCL

195 hedge funds and large institutions have $1.8B invested in Stepan Co in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $501K

33% more capital invested

Capital invested by funds: $1.35B → $1.8B (+$446M)

4.29% more ownership

Funds ownership: 80.74% → 85.03% (+4.3%)

6% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 34

9% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 69

2% less funds holding

Funds holding: 199 → 195 (-4)

Holders
195
Holders Change
-4
Holders Change %
-2.01%
% of All Funds
2.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
63
Reduced
69
Closed
34
Calls
$1.7M
Puts
$501K
Net Calls
+$1.2M
Net Calls Change
+$630K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$44.9M
2
Victory Capital Management
Victory Capital Management
Texas
+$40.5M
3
BlackRock
BlackRock
New York
+$15M
4
NIG
NFJ Investment Group
Texas
+$10.9M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$4.12M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$16.1M
2
HighTower Advisors
HighTower Advisors
Illinois
-$9.48M
3
WHG
Westwood Holdings Group
Texas
-$4.64M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.29M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
MYAM
51
Meiji Yasuda Asset Management
Japan
$2.09M -$85.9K -1,075 -5%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$1.79M -$39.1K -490 -3%
BG
53
Bahl & Gaynor
Ohio
$1.74M -$483K -6,052 -25%
TPSF
54
Texas Permanent School Fund
Texas
$1.74M +$25.7K +322 +2%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$1.47M +$584K +7,315 +89%
Wells Fargo
56
Wells Fargo
California
$1.37M -$102K -1,274 -8%
WSCM
57
Wellington Shields Capital Management
New York
$1.37M – – –
AG
58
Algert Global
California
$1.34M -$1.64M -20,500 -59%
GSCM
59
Greenfield Seitz Capital Management
Texas
$1.27M +$1.07M +13,424 New
DCM
60
Dean Capital Management
Kansas
$1.27M -$106K -1,322 -9%
LCM
61
Legato Capital Management
California
$1.27M -$106K -1,322 -9%
Citigroup
62
Citigroup
New York
$1.24M +$246K +3,083 +31%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$1.24M +$74.8K +937 +8%
SOADOR
64
State of Alaska Department of Revenue
Alaska
$1.24M -$11.8K -148 -1%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$1.21M -$40K -501 -4%
US Bancorp
66
US Bancorp
Minnesota
$1.2M +$708K +8,870 +230%
Voloridge Investment Management
67
Voloridge Investment Management
Florida
$1.18M -$2.08M -26,048 -68%
IMRF
68
Illinois Municipal Retirement Fund
Illinois
$1.14M -$87.4K -1,094 -8%
AIG
69
American International Group
New York
$1.1M -$7.67K -96 -0.8%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1.08M -$29.9K -374 -3%
MIM
71
MetLife Investment Management
New Jersey
$1.07M – – –
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$1.05M +$15.6K +195 +2%
HCA
73
Harbor Capital Advisors
Illinois
$1.05M +$76.4K +956 +9%
Deutsche Bank
74
Deutsche Bank
Germany
$1.03M +$6.07K +76 +0.7%
LSERS
75
Louisiana State Employees Retirement System
Louisiana
$1M -$16K -200 -2%
1 2
3
4 5

SCL Hedge Fund Activity: Q4 2023 in Review

195 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2023, worth a combined $1.8B — up 33% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SCL and 32 opened new positions — a net loss of 2 holders — while 69 trimmed existing stakes and 63 added.

The largest buyer was Morgan Stanley, adding an estimated $44.9M. The largest seller was First Trust Advisors, cutting an estimated $16.1M.

  • 195 institutional investors held Stepan Co (SCL) as of Q4 2023, down from 199 in Q3 2023.
  • Funds reported $1.8B of Stepan Co stock for Q4 2023, up 33% quarter-over-quarter.
  • 32 funds opened new Stepan Co positions in Q4 2023 and 34 closed out, a net change of -2 holders.
  • The largest Stepan Co buyer in Q4 2023 was Morgan Stanley, an estimated $44.9M added.
  • The largest Stepan Co seller in Q4 2023 was First Trust Advisors, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2023.