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Stepan Co

200 hedge funds and large institutions have $1.66B invested in Stepan Co in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

562% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $234K

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 195200 (+5)

2.73% less ownership

Funds ownership: 85.03%82.3% (-2.7%)

8% less capital invested

Capital invested by funds: $1.8B → $1.66B (-$140M)

20% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 75

Holders
200
Holders Change
+5
Holders Change %
+2.56%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
60
Reduced
75
Closed
16
Calls
$1.55M
Puts
$234K
Net Calls
+$1.31M
Net Calls Change
+$115K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$2.1M -$30.1K -336 -1%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$2M -$104K -1,159 -5%
Voloridge Investment Management
53
Voloridge Investment Management
Florida
$1.77M +$634K +7,076 +56%
TPSF
54
Texas Permanent School Fund
Texas
$1.67M +$21.7K +242 +1%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$1.66M -$44.8K -500 -3%
BG
56
Bahl & Gaynor
Ohio
$1.66M -$2.51K -28 -0.2%
Citigroup
57
Citigroup
New York
$1.56M +$376K +4,197 +32%
Wells Fargo
58
Wells Fargo
California
$1.4M +$94.4K +1,053 +7%
DCM
59
Dean Capital Management
Kansas
$1.33M +$124K +1,383 +10%
LCM
60
Legato Capital Management
California
$1.33M +$124K +1,383 +10%
WSCM
61
Wellington Shields Capital Management
New York
$1.31M
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$1.25M +$69.4K +775 +6%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$1.24M +$87.7K +979 +8%
SOADOR
64
State of Alaska Department of Revenue
Alaska
$1.17M -$11.5K -128 -1%
GSCM
65
Greenfield Seitz Capital Management
Texas
$1.16M -$49.6K -554 -4%
US Bancorp
66
US Bancorp
Minnesota
$1.14M -$3.4K -38 -0.3%
Jane Street
67
Jane Street
New York
$1.12M +$430K +4,794 +63%
IMRF
68
Illinois Municipal Retirement Fund
Illinois
$1.12M +$31.7K +354 +3%
Two Sigma Advisers
69
Two Sigma Advisers
New York
$1.11M -$1.34M -15,000 -55%
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$1.04M +$691K +7,711 +199%
AIG
71
American International Group
New York
$1.03M -$9.23K -103 -0.9%
Deutsche Bank
72
Deutsche Bank
Germany
$1.03M +$51.4K +574 +5%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.02M +$102K +1,135 +11%
Citadel Advisors
74
Citadel Advisors
Florida
$1.01M +$131K +1,464 +15%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$1.01M +$331K +3,690 +49%

SCL Hedge Fund Activity: Q1 2024 in Review

200 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q1 2024, worth a combined $1.66B — down 7.8% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SCL positions and 16 closed out — a net gain of 5 holders — while 60 added to existing stakes and 75 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $18.3M. The largest seller was Morgan Stanley, cutting an estimated $46.6M.

  • 200 institutional investors held Stepan Co (SCL) as of Q1 2024, up from 195 in Q4 2023.
  • Funds reported $1.66B of Stepan Co stock for Q1 2024, down 7.8% quarter-over-quarter.
  • 21 funds opened new Stepan Co positions in Q1 2024 and 16 closed out, a net change of +5 holders.
  • The largest Stepan Co buyer in Q1 2024 was Victory Capital Management, an estimated $18.3M added.
  • The largest Stepan Co seller in Q1 2024 was Morgan Stanley, an estimated $46.6M sold.

Based on aggregated 13F filings for Q1 2024.