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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
SEI Investments
101
SEI Investments
Pennsylvania
$889K -$143K -1,188 -14%
Swedbank
102
Swedbank
Sweden
$889K – – –
PI
103
Putnam Investments
Massachusetts
$864K +$839K +6,951 New
Stifel Financial
104
Stifel Financial
Missouri
$854K +$18.5K +153 +2%
SAM
105
Shell Asset Management
Netherlands
$844K +$4.58K +38 +0.6%
FFM
106
Forum Financial Management
Illinois
$794K +$771K +6,391 New
DekaBank Deutsche Girozentrale
107
DekaBank Deutsche Girozentrale
Germany
$783K – – –
Brown Advisory
108
Brown Advisory
Maryland
$773K – – –
TRSOTSOK
109
Teachers Retirement System of the State of Kentucky
Kentucky
$767K – – –
DCM
110
Dean Capital Management
Kansas
$735K +$54.3K +450 +8%
TRCT
111
Tower Research Capital (TRC)
New York
$730K +$674K +5,587 +1,947%
DA
112
Duality Advisers
Florida
$728K -$30.6K -254 -4%
ASRS
113
Arizona State Retirement System
Arizona
$714K -$10K -83 -1%
BC
114
Burney Company
Virginia
$713K -$14K -116 -2%
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$694K -$14.4K -119 -2%
Ensign Peak Advisors
116
Ensign Peak Advisors
Utah
$677K -$1.36M -11,240 -67%
ETC
117
Exchange Traded Concepts
Oklahoma
$632K +$10.9K +90 +2%
QCMNJ
118
Quantum Capital Management (New Jersey)
New Jersey
$623K – – –
WIM
119
Wilen Investment Management
Florida
$596K – – –
CSS
120
Cubist Systematic Strategies
Connecticut
$565K +$64.2K +532 +13%
Handelsbanken Fonder
121
Handelsbanken Fonder
Sweden
$518K – – –
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
$514K +$84K +696 +20%
EGM
123
Engineers Gate Manager
New York
$507K +$493K +4,083 New
LWAM
124
Legacy Wealth Asset Management
Minnesota
$501K +$23.4K +194 +5%
ECM
125
Everence Capital Management
Indiana
$492K – – –
3 4
5
6 7

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.