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Stepan Co
SCL

203 hedge funds and large institutions have $1.91B invested in Stepan Co in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% less ownership

Funds ownership: 75.78% → 75.42% (-0.35%)

7% less capital invested

Capital invested by funds: $2.05B → $1.91B (-$137M)

11% less funds holding

Funds holding: 227 → 203 (-24)

14% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 76

66% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 35

Holders
203
Holders Change
-24
Holders Change %
-10.57%
% of All Funds
3.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
65
Reduced
76
Closed
35
Calls
$2.94M
Puts
–
Net Calls
+$2.94M
Net Calls Change
+$1.12M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$17.7M
2
SAM
Southernsun Asset Management
Tennessee
+$6.47M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.79M
4
Bank of America
Bank of America
North Carolina
+$4.15M
5
SG Americas Securities
SG Americas Securities
New York
+$3.46M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$10M
2
BlackRock
BlackRock
New York
-$6.99M
3
Prudential Financial
Prudential Financial
New Jersey
-$3.98M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.92M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$3.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
76
HSBC Holdings
United Kingdom
$1.55M -$50.9K -437 -3%
AIG
77
American International Group
New York
$1.53M -$54.8K -471 -3%
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$1.5M -$214K -1,843 -12%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$1.48M -$7.1K -61 -0.5%
AQR Capital Management
80
AQR Capital Management
Connecticut
$1.42M -$65.9K -566 -4%
Citigroup
81
Citigroup
New York
$1.41M -$20.8K -179 -1%
Voloridge Investment Management
82
Voloridge Investment Management
Florida
$1.29M +$1.33M +11,465 New
AB
83
Amalgamated Bank
New York
$1.17M -$24.1K -207 -2%
LSERS
84
Louisiana State Employees Retirement System
Louisiana
$1.16M +$81.5K +700 +7%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.14M -$166K -1,423 -12%
PCM
86
Prelude Capital Management
New York
$1.13M +$500K +4,298 +75%
SC
87
Savant Capital
Illinois
$1.11M -$233 -2 -0%
JIC
88
Johnson Investment Counsel
Ohio
$1.02M – – –
Holocene Advisors
89
Holocene Advisors
New York
$1.02M +$193K +1,658 +22%
Grantham, Mayo, Van Otterloo & Co (GMO)
90
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.02M +$547K +4,700 +108%
AI
91
AdvisorShares Investments
Maryland
$1.02M – – –
IAA
92
Independent Advisor Alliance
North Carolina
$1M -$32.7K -281 -3%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$991K – – –
OPERF
94
Oregon Public Employees Retirement Fund
Oregon
$983K – – –
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$976K -$398K -3,419 -28%
MSRPS
96
Maryland State Retirement & Pension System
Maryland
$968K +$977K +8,398 New
DIA
97
Dean Investment Associates
Ohio
$952K +$981K +8,427 New
SEI Investments
98
SEI Investments
Pennsylvania
$947K -$669K -5,748 -41%
MIM
99
MetLife Investment Management
New Jersey
$888K – – –
AIC
100
Aurora Investment Counsel
Georgia
$841K +$25.1K +216 +3%
2 3
4
5 6

SCL Hedge Fund Activity: Q3 2021 in Review

203 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2021, worth a combined $1.91B — down 6.7% from $2.05B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of SCL and 12 opened new positions — a net loss of 23 holders — while 76 trimmed existing stakes and 65 added.

The largest buyer was State Street, adding an estimated $17.7M. The largest seller was Wellington Management Group, cutting an estimated $10M.

  • 203 institutional investors held Stepan Co (SCL) as of Q3 2021, down from 227 in Q2 2021.
  • Funds reported $1.91B of Stepan Co stock for Q3 2021, down 6.7% quarter-over-quarter.
  • 12 funds opened new Stepan Co positions in Q3 2021 and 35 closed out, a net change of -23 holders.
  • The largest Stepan Co buyer in Q3 2021 was State Street, an estimated $17.7M added.
  • The largest Stepan Co seller in Q3 2021 was Wellington Management Group, an estimated $10M sold.

Based on aggregated 13F filings for Q3 2021.