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Stepan Co
SCL

195 hedge funds and large institutions have $1.72B invested in Stepan Co in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

593% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $182K

2.68% more ownership

Funds ownership: 77.97% → 80.65% (+2.7%)

4% less capital invested

Capital invested by funds: $1.79B → $1.72B (-$67.3M)

5% less funds holding

Funds holding: 206 → 195 (-11)

19% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 79

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

Holders
195
Holders Change
-11
Holders Change %
-5.34%
% of All Funds
3.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
64
Reduced
79
Closed
25
Calls
$1.26M
Puts
$182K
Net Calls
+$1.08M
Net Calls Change
+$523K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$71.2M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$17.6M
3
State Street
State Street
Massachusetts
+$11.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.58M
5
WHG
Westwood Holdings Group
Texas
+$4.19M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$19.6M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$10.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.91M
4
Norges Bank
Norges Bank
Norway
-$2.45M
5
Millennium Management
Millennium Management
New York
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPERF
101
Oregon Public Employees Retirement Fund
Oregon
$632K -$19K -200 -3%
FFM
102
Forum Financial Management
Illinois
$628K – – –
ASRS
103
Arizona State Retirement System
Arizona
$597K -$18.3K -193 -3%
HI
104
HBK Investments
Texas
$586K +$582K +6,130 New
MAM
105
Martingale Asset Management
Massachusetts
$584K -$1.05M -11,100 -64%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$578K +$7.6K +80 +1%
Corient Private Wealth
107
Corient Private Wealth
Florida
$500K +$50.7K +534 +11%
Mariner
108
Mariner
Kansas
$495K +$106K +1,115 +27%
QCMNJ
109
Quantum Capital Management (New Jersey)
New Jersey
$479K – – –
Acadian Asset Management
110
Acadian Asset Management
Massachusetts
$455K -$243K -2,557 -35%
AQR Capital Management
111
AQR Capital Management
Connecticut
$454K +$3.99K +42 +0.9%
BC
112
Burney Company
Virginia
$437K -$29.7K -313 -6%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$427K +$56.3K +593 +15%
Squarepoint
114
Squarepoint
New York
$401K +$399K +4,199 New
Brown Advisory
115
Brown Advisory
Maryland
$401K -$190K -2,000 -32%
Handelsbanken Fonder
116
Handelsbanken Fonder
Sweden
$398K – – –
MOACM
117
Mutual of America Capital Management
New York
$396K -$815K -8,575 -67%
LWAM
118
Legacy Wealth Asset Management
Minnesota
$395K -$4.28K -45 -1%
NYLIM
119
New York Life Investment Management
New York
$382K -$61.8K -651 -14%
Balyasny Asset Management
120
Balyasny Asset Management
Illinois
$380K -$1.15M -12,124 -75%
US Bancorp
121
US Bancorp
Minnesota
$371K +$84.3K +887 +30%
SAM
122
Shell Asset Management
Netherlands
$370K -$2.09K -22 -0.6%
ECM
123
Everence Capital Management
Indiana
$364K – – –
Public Employees Retirement Association of Colorado
124
Public Employees Retirement Association of Colorado
Colorado
$354K – – –
SIA
125
Sit Investment Associates
Minnesota
$344K – – –
3 4
5
6 7

SCL Hedge Fund Activity: Q2 2023 in Review

195 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q2 2023, worth a combined $1.72B — down 3.8% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SCL and 15 opened new positions — a net loss of 10 holders — while 79 trimmed existing stakes and 64 added.

The largest buyer was First Trust Advisors, adding an estimated $71.2M. The largest seller was BlackRock, cutting an estimated $19.6M.

  • 195 institutional investors held Stepan Co (SCL) as of Q2 2023, down from 206 in Q1 2023.
  • Funds reported $1.72B of Stepan Co stock for Q2 2023, down 3.8% quarter-over-quarter.
  • 15 funds opened new Stepan Co positions in Q2 2023 and 25 closed out, a net change of -10 holders.
  • The largest Stepan Co buyer in Q2 2023 was First Trust Advisors, an estimated $71.2M added.
  • The largest Stepan Co seller in Q2 2023 was BlackRock, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2023.