We are live on ! Find out more
SCL icon

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
HF
101
HRT Financial
New York
$595K +$503K +6,298 New
ASRS
102
Arizona State Retirement System
Arizona
$591K -$8.95K -112 -2%
OPERF
103
Oregon Public Employees Retirement Fund
Oregon
$588K -$7.99K -100 -2%
FFM
104
Forum Financial Management
Illinois
$586K -$30K -375 -6%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$575K – – –
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$536K +$72.4K +907 +19%
QCMNJ
107
Quantum Capital Management (New Jersey)
New Jersey
$474K – – –
BC
108
Burney Company
Virginia
$454K – – –
Acadian Asset Management
109
Acadian Asset Management
Massachusetts
$450K – – –
TRCT
110
Tower Research Capital (TRC)
New York
$440K +$344K +4,313 +1,257%
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
$440K -$3.44M -43,035 -90%
COPPSERS
112
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$434K -$768K -9,611 -68%
Brown Advisory
113
Brown Advisory
Maryland
$397K – – –
Handelsbanken Fonder
114
Handelsbanken Fonder
Sweden
$394K – – –
Millennium Management
115
Millennium Management
New York
$390K -$969K -12,136 -75%
II
116
Inspire Investing
Idaho
$384K -$2.88K -36 -0.9%
Balyasny Asset Management
117
Balyasny Asset Management
Illinois
$367K -$1.05M -13,102 -77%
CJ
118
Caitlin John
Michigan
$363K +$307K +3,841 New
Mariner
119
Mariner
Kansas
$355K -$86.6K -1,084 -22%
MOACM
120
Mutual of America Capital Management
New York
$352K -$240 -3 -0.1%
Public Employees Retirement Association of Colorado
121
Public Employees Retirement Association of Colorado
Colorado
$351K – – –
Jacobs Levy Equity Management
122
Jacobs Levy Equity Management
New Jersey
$349K +$295K +3,688 New
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$347K +$89.5K +1,121 +44%
SIA
124
Sit Investment Associates
Minnesota
$340K – – –
NYLIM
125
New York Life Investment Management
New York
$319K -$6.23K -78 -2%
3 4
5
6 7

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.