Stepan Co
206 hedge funds and large institutions have $1.79B invested in Stepan Co in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 75 reducing their positions, and 22 closing their positions.
49% more call options, than puts
Call options by funds: $1.69M | Put options by funds: $1.13M
3% more capital invested
Capital invested by funds: $1.73B → $1.79B (+$54.4M)
0.06% less ownership
Funds ownership: 78.03% → 77.97% (-0.06%)
9% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 22
2% less funds holding
Funds holding: 210 → 206 (-4)
11% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 75
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$5.18M |
| 2 |
Millennium Management
New York
|
+$4.43M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.56M |
| 4 |
JP Morgan Chase
New York
|
+$3.04M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$4.98M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$4.61M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$3.35M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.43M |
| 5 |
BlackRock
New York
|
-$2.03M |
SCL Hedge Fund Activity: Q1 2023 in Review
206 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q1 2023, worth a combined $1.79B — up 3.1% from $1.73B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of SCL and 20 opened new positions — a net loss of 2 holders — while 75 trimmed existing stakes and 67 added.
The largest buyer was Westwood Holdings Group, adding an estimated $5.18M. The largest seller was Acadian Asset Management, cutting an estimated $4.98M.
- 206 institutional investors held Stepan Co (SCL) as of Q1 2023, down from 210 in Q4 2022.
- Funds reported $1.79B of Stepan Co stock for Q1 2023, up 3.1% quarter-over-quarter.
- 20 funds opened new Stepan Co positions in Q1 2023 and 22 closed out, a net change of -2 holders.
- The largest Stepan Co buyer in Q1 2023 was Westwood Holdings Group, an estimated $5.18M added.
- The largest Stepan Co seller in Q1 2023 was Acadian Asset Management, an estimated $4.98M sold.
Based on aggregated 13F filings for Q1 2023.