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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
RG
101
Rathbones Group
United Kingdom
$599K
SC
102
Savant Capital
Illinois
$586K -$77.5K -865 -12%
Corient Private Wealth
103
Corient Private Wealth
Florida
$585K +$5.56K +62 +1%
FFM
104
Forum Financial Management
Illinois
$572K +$13.4K +150 +2%
ASRS
105
Arizona State Retirement System
Arizona
$553K -$9.14K -102 -2%
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$515K -$44.8K -500 -8%
UM
107
UniSuper Management
Australia
$512K +$510K +5,687 New
SPA
108
Sherbrooke Park Advisers
New York
$481K +$479K +5,343 New
QCMNJ
109
Quantum Capital Management (New Jersey)
New Jersey
$451K
YIH
110
Y-Intercept (HK)
Hong Kong
$451K +$449K +5,008 New
SG Americas Securities
111
SG Americas Securities
New York
$437K +$332K +3,710 +324%
BC
112
Burney Company
Virginia
$432K
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$430K -$80.7K -900 -16%
Acadian Asset Management
114
Acadian Asset Management
Massachusetts
$429K
COPPSERS
115
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$413K +$358 +4 +0.1%
QC
116
Quadrature Capital
United Kingdom
$395K -$397K -4,426 -50%
CCIA
117
Campbell & Co Investment Adviser
Maryland
$391K +$389K +4,343 New
SIA
118
Sit Investment Associates
Minnesota
$389K +$65K +725 +20%
LPL Financial
119
LPL Financial
California
$384K +$142K +1,583 +59%
Brown Advisory
120
Brown Advisory
Maryland
$378K
Handelsbanken Fonder
121
Handelsbanken Fonder
Sweden
$375K
NYLIM
122
New York Life Investment Management
New York
$366K +$61.8K +690 +20%
Amundi
123
Amundi
France
$360K +$110K +1,228 +39%
II
124
Inspire Investing
Idaho
$359K -$6.36K -71 -2%
CJ
125
Caitlin John
Michigan
$355K +$8.69K +97 +3%

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.