Stepan Co
207 hedge funds and large institutions have $1.88B invested in Stepan Co in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 22 closing their positions.
391% more call options, than puts
Call options by funds: $7.96M | Put options by funds: $1.62M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
32% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 22
13% more capital invested
Capital invested by funds: $1.66B → $1.88B (+$218M)
4% more funds holding
Funds holding: 200 → 207 (+7)
6% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 68
0.78% more ownership
Funds ownership: 76.27% → 77.05% (+0.78%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$14.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$11.5M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$7.89M |
| 4 |
BlackRock
New York
|
+$7.4M |
| 5 |
Goldman Sachs
New York
|
+$4.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$17.9M |
| 2 |
Renaissance Technologies
New York
|
-$9.23M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.98M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$6.82M |
| 5 |
JP Morgan Chase
New York
|
-$2.91M |
SCL Hedge Fund Activity: Q3 2020 in Review
207 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2020, worth a combined $1.88B — up 13% from $1.66B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SCL positions and 22 closed out — a net gain of 7 holders — while 72 added to existing stakes and 68 trimmed.
The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $14.6M. The largest seller was Wellington Management Group, cutting an estimated $17.9M.
- 207 institutional investors held Stepan Co (SCL) as of Q3 2020, up from 200 in Q2 2020.
- Funds reported $1.88B of Stepan Co stock for Q3 2020, up 13% quarter-over-quarter.
- 29 funds opened new Stepan Co positions in Q3 2020 and 22 closed out, a net change of +7 holders.
- The largest Stepan Co buyer in Q3 2020 was Westwood Holdings Group, an estimated $14.6M added.
- The largest Stepan Co seller in Q3 2020 was Wellington Management Group, an estimated $17.9M sold.
Based on aggregated 13F filings for Q3 2020.