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Stepan Co
SCL

211 hedge funds and large institutions have $2.14B invested in Stepan Co in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

773% more call options, than puts

Call options by funds: $2.17M | Put options by funds: $249K

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

19% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 63

12% more capital invested

Capital invested by funds: $1.91B → $2.14B (+$225M)

4% more funds holding

Funds holding: 203 → 211 (+8)

1.38% more ownership

Funds ownership: 75.42% → 76.8% (+1.4%)

Holders
211
Holders Change
+8
Holders Change %
+3.94%
% of All Funds
3.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
75
Reduced
63
Closed
23
Calls
$2.17M
Puts
$249K
Net Calls
+$1.93M
Net Calls Change
-$1.01M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$30M
2
WHG
Westwood Holdings Group
Texas
+$14.2M
3
Millennium Management
Millennium Management
New York
+$11M
4
State Street
State Street
Massachusetts
+$8.19M
5
Morgan Stanley
Morgan Stanley
New York
+$5.11M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$24.1M
2
Wells Fargo
Wells Fargo
California
-$12.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$8.94M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$5.93M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$5.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$1.68M +$1.63M +13,479 New
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$1.65M – – –
AIG
78
American International Group
New York
$1.63M -$51.3K -425 -3%
Nisa Investment Advisors
79
Nisa Investment Advisors
Missouri
$1.33M -$26.5K -220 -2%
Holocene Advisors
80
Holocene Advisors
New York
$1.31M +$185K +1,536 +17%
AI
81
AdvisorShares Investments
Maryland
$1.3M +$176K +1,458 +16%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$1.28M -$341K -2,830 -22%
LSERS
83
Louisiana State Employees Retirement System
Louisiana
$1.28M – – –
AB
84
Amalgamated Bank
New York
$1.26M -$22.9K -190 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
85
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.26M +$133K +1,100 +12%
AQR Capital Management
86
AQR Capital Management
Connecticut
$1.24M -$316K -2,617 -21%
SC
87
Savant Capital
Illinois
$1.23M +$7K +58 +0.6%
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
$1.1M +$596K +4,943 +127%
DIA
89
Dean Investment Associates
Ohio
$1.09M +$39K +323 +4%
IAA
90
Independent Advisor Alliance
North Carolina
$1.09M -$15.3K -127 -1%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$1.08M +$2.65K +22 +0.3%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$1.07M -$15.8K -131 -1%
MSRPS
93
Maryland State Retirement & Pension System
Maryland
$1.05M +$11.1K +92 +1%
OPERF
94
Oregon Public Employees Retirement Fund
Oregon
$1.03M -$48.3K -400 -5%
Allianz Asset Management
95
Allianz Asset Management
Germany
$1.02M +$489K +4,053 +97%
SG Americas Securities
96
SG Americas Securities
New York
$1.02M -$2.82M -23,391 -74%
Canada Pension Plan Investment Board
97
Canada Pension Plan Investment Board
Ontario, Canada
$994K -$724K -6,000 -43%
AIC
98
Aurora Investment Counsel
Georgia
$966K +$38.6K +320 +4%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$930K +$389K +3,223 +76%
MIM
100
MetLife Investment Management
New Jersey
$898K -$76.8K -637 -8%
2 3
4
5 6

SCL Hedge Fund Activity: Q4 2021 in Review

211 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2021, worth a combined $2.14B — up 12% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SCL positions and 23 closed out — a net gain of 10 holders — while 75 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock, adding an estimated $30M. The largest seller was Wellington Management Group, exiting entirely with an estimated $24.1M sold.

  • 211 institutional investors held Stepan Co (SCL) as of Q4 2021, up from 203 in Q3 2021.
  • Funds reported $2.14B of Stepan Co stock for Q4 2021, up 12% quarter-over-quarter.
  • 33 funds opened new Stepan Co positions in Q4 2021 and 23 closed out, a net change of +10 holders.
  • The largest Stepan Co buyer in Q4 2021 was BlackRock, an estimated $30M added.
  • The largest Stepan Co seller in Q4 2021 was Wellington Management Group, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2021.