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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
Public Employees Retirement Association of Colorado
126
Public Employees Retirement Association of Colorado
Colorado
$461K – – –
DWM
127
Doyle Wealth Management
Florida
$447K – – –
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$447K +$9.53K +79 +2%
Renaissance Technologies
129
Renaissance Technologies
New York
$435K -$3.47M -28,800 -89%
IA
130
IndexIQ Advisors
New York
$413K -$25.9K -215 -6%
GC
131
Gratus Capital
Georgia
$401K – – –
LPL Financial
132
LPL Financial
California
$383K +$8.2K +68 +2%
TA
133
TFG Advisers
Michigan
$376K +$724 +6 +0.2%
RJA
134
Raymond James & Associates
Florida
$376K +$92K +763 +34%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$372K +$125K +1,033 +53%
Janus Henderson Group
136
Janus Henderson Group
United Kingdom
$372K +$361K +2,990 New
CP
137
CenterBook Partners
Connecticut
$364K +$353K +2,930 New
SFI
138
Susquehanna Fundamental Investments
Pennsylvania
$360K +$350K +2,900 New
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$345K +$335K +2,778 New
US Bancorp
140
US Bancorp
Minnesota
$336K -$603 -5 -0.2%
CIBC Asset Management
141
CIBC Asset Management
Ontario, Canada
$323K +$313K +2,595 New
HR
142
Howe & Rusling
New York
$314K +$15.8K +131 +5%
DT
143
Diversified Trust
Tennessee
$304K – – –
Tudor Investment Corp
144
Tudor Investment Corp
Connecticut
$300K -$469K -3,891 -62%
PA
145
Profund Advisors
Maryland
$297K +$25.7K +213 +10%
Amundi
146
Amundi
France
$288K – – –
WB
147
WesBanco Bank
West Virginia
$286K – – –
HBWM
148
Hollow Brook Wealth Management
New York
$257K +$249K +2,065 New
OMC
149
Old Mission Capital
Illinois
$251K +$244K +2,021 New
BAM
150
Blueshift Asset Management
New Jersey
$246K +$238K +1,976 New
4 5
6
7 8

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.