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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
YCM
76
Yousif Capital Management
Michigan
$995K – – –
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$969K -$17.2K -215 -2%
CP
78
CenterBook Partners
Connecticut
$939K +$133K +1,660 +20%
Janus Henderson Group
79
Janus Henderson Group
United Kingdom
$931K -$1.44K -18 -0.2%
Comerica Bank
80
Comerica Bank
Texas
$924K -$2.88K -36 -0.4%
Citadel Advisors
81
Citadel Advisors
Florida
$921K +$87K +1,089 +13%
Ensign Peak Advisors
82
Ensign Peak Advisors
Utah
$874K +$83.9K +1,050 +13%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$840K +$4.95K +62 +0.7%
QC
84
Quadrature Capital
United Kingdom
$833K -$746K -9,339 -51%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$812K +$113K +1,416 +20%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$811K -$1.04K -13 -0.2%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$783K -$479 -6 -0.1%
Creative Planning
88
Creative Planning
Kansas
$774K +$654K +8,186 New
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$763K -$815K -10,198 -56%
AB
90
Amalgamated Bank
New York
$752K -$35.5K -445 -5%
MSRPS
91
Maryland State Retirement & Pension System
Maryland
$730K -$7.83K -98 -1%
Jane Street
92
Jane Street
New York
$723K +$611K +7,644 New
EI
93
Ethic Inc
New York
$718K +$204K +2,548 +51%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$711K +$363K +4,546 +153%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$708K -$281K -3,520 -32%
SC
96
Savant Capital
Illinois
$697K -$49.1K -615 -8%
Swedbank
97
Swedbank
Sweden
$681K – – –
TRSOTSOK
98
Teachers Retirement System of the State of Kentucky
Kentucky
$654K – – –
RG
99
Rathbones Group
United Kingdom
$629K – – –
Corient Private Wealth
100
Corient Private Wealth
Florida
$609K +$179K +2,244 +54%
2 3
4
5 6

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.