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Stepan Co
SCL

199 hedge funds and large institutions have $1.35B invested in Stepan Co in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $517K

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

2% more funds holding

Funds holding: 195 → 199 (+4)

0.09% more ownership

Funds ownership: 80.65% → 80.74% (+0.09%)

4% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 69

21% less capital invested

Capital invested by funds: $1.72B → $1.35B (-$366M)

Holders
199
Holders Change
+4
Holders Change %
+2.05%
% of All Funds
3.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
66
Reduced
69
Closed
24
Calls
$1.09M
Puts
$517K
Net Calls
+$570K
Net Calls Change
-$509K

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$17.4M
2
HighTower Advisors
HighTower Advisors
Illinois
+$14.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$11.9M
4
NIG
NFJ Investment Group
Texas
+$11.5M
5
WHG
Westwood Holdings Group
Texas
+$8.77M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$69M
2
BlackRock
BlackRock
New York
-$12.4M
3
Empower Advisory Group
Empower Advisory Group
Colorado
-$9.45M
4
SAM
Southernsun Asset Management
Tennessee
-$2.81M
5
Norges Bank
Norges Bank
Norway
-$2.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
101
Savant Capital
Illinois
$599K -$175 -2 -0%
MSRPS
102
Maryland State Retirement & Pension System
Maryland
$586K -$39.2K -448 -5%
ACM
103
Aquatic Capital Management
Illinois
$562K +$612K +7,000 +1,400%
SFI
104
Susquehanna Fundamental Investments
Pennsylvania
$561K – – –
Swedbank
105
Swedbank
Sweden
$540K – – –
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$538K – – –
Skandinaviska Enskilda Banken (SEB)
107
Skandinaviska Enskilda Banken (SEB)
Sweden
$532K -$122K -1,400 -16%
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$518K – – –
RG
109
Rathbones Group
United Kingdom
$499K +$581K +6,650 New
FFM
110
Forum Financial Management
Illinois
$493K – – –
ASRS
111
Arizona State Retirement System
Arizona
$477K +$9.97K +114 +2%
OPERF
112
Oregon Public Employees Retirement Fund
Oregon
$474K -$26.2K -300 -5%
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$456K +$2.62K +30 +0.5%
Empower Advisory Group
114
Empower Advisory Group
Colorado
$426K -$9.45M -108,049 -95%
QT
115
Quantbot Technologies
New York
$385K +$448K +5,129 New
EI
116
Ethic Inc
New York
$378K +$441K +5,044 New
QCMNJ
117
Quantum Capital Management (New Jersey)
New Jersey
$376K – – –
Mariner
118
Mariner
Kansas
$362K -$30K -343 -7%
BC
119
Burney Company
Virginia
$360K +$20.1K +230 +5%
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$357K +$25.4K +291 +7%
Acadian Asset Management
121
Acadian Asset Management
Massachusetts
$357K – – –
ECM
122
ExodusPoint Capital Management
New York
$347K +$404K +4,627 New
Allianz Asset Management
123
Allianz Asset Management
Germany
$332K +$387K +4,429 New
XT
124
XTX Topco
Cayman Islands
$318K +$371K +4,243 New
GCP
125
GSA Capital Partners
United Kingdom
$317K +$370K +4,234 New
3 4
5
6 7

SCL Hedge Fund Activity: Q3 2023 in Review

199 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2023, worth a combined $1.35B — down 21% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SCL positions and 24 closed out — a net gain of 5 holders — while 66 added to existing stakes and 69 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $17.4M. The largest seller was State Street, cutting an estimated $69M.

  • 199 institutional investors held Stepan Co (SCL) as of Q3 2023, up from 195 in Q2 2023.
  • Funds reported $1.35B of Stepan Co stock for Q3 2023, down 21% quarter-over-quarter.
  • 29 funds opened new Stepan Co positions in Q3 2023 and 24 closed out, a net change of +5 holders.
  • The largest Stepan Co buyer in Q3 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $17.4M added.
  • The largest Stepan Co seller in Q3 2023 was State Street, an estimated $69M sold.

Based on aggregated 13F filings for Q3 2023.