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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
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$1M +$5.91K +66 +0.6%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$986K -$47.3K -528 -5%
MIM
78
MetLife Investment Management
New Jersey
$979K -$39.7K -443 -4%
LSERS
79
Louisiana State Employees Retirement System
Louisiana
$945K -$8.96K -100 -0.9%
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$886K
YCM
81
Yousif Capital Management
Michigan
$862K -$85K -948 -9%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$834K -$562K -6,277 -40%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$805K +$30.9K +345 +4%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$800K -$538 -6 -0.1%
Ensign Peak Advisors
85
Ensign Peak Advisors
Utah
$793K -$39.8K -444 -5%
Comerica Bank
86
Comerica Bank
Texas
$791K -$88.3K -985 -10%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$752K +$6.09K +68 +0.8%
Creative Planning
88
Creative Planning
Kansas
$739K +$1.97K +22 +0.3%
MGIA
89
Moneta Group Investment Advisors
Missouri
$728K +$725K +8,085 New
GCP
90
GSA Capital Partners
United Kingdom
$725K +$722K +8,057 New
ECU
91
Eisler Capital (US)
New York
$719K +$716K +7,986 New
Squarepoint
92
Squarepoint
New York
$714K +$710K +7,928 New
SA
93
SpiderRock Advisors
Delaware
$680K +$710K +7,928 New
Swedbank
94
Swedbank
Sweden
$648K
EI
95
Ethic Inc
New York
$643K -$40.6K -453 -6%
MSRPS
96
Maryland State Retirement & Pension System
Maryland
$635K
VOYA Investment Management
97
VOYA Investment Management
Georgia
$635K -$137K -1,530 -18%
TRSOTSOK
98
Teachers Retirement System of the State of Kentucky
Kentucky
$623K
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$615K -$9.86K -110 -2%
AB
100
Amalgamated Bank
New York
$600K -$116K -1,289 -16%

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.