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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
LWAM
126
Legacy Wealth Asset Management
Minnesota
$288K -$84.3K -1,055 -26%
Allianz Asset Management
127
Allianz Asset Management
Germany
$287K -$111K -1,396 -32%
Amundi
128
Amundi
France
$281K +$23.1K +289 +10%
HBWM
129
Hollow Brook Wealth Management
New York
$278K – – –
SAM
130
Shell Asset Management
Netherlands
$278K -$69.6K -872 -23%
IWM
131
IHT Wealth Management
Illinois
$268K – – –
SSA
132
Schonfeld Strategic Advisors
New York
$264K +$223K +2,791 New
ECM
133
Everence Capital Management
Indiana
$258K +$218K +2,730 New
TA
134
TFG Advisers
Michigan
$255K -$6.55K -82 -3%
LPL Financial
135
LPL Financial
California
$253K +$214K +2,677 New
SRL
136
Scientech Research LLC
New Jersey
$253K +$214K +2,674 New
Daiwa Securities Group
137
Daiwa Securities Group
Japan
$245K -$3.19K -40 -2%
KeyBank National Association
138
KeyBank National Association
Ohio
$243K +$205K +2,567 New
VPIM
139
Vanguard Personalized Indexing Management
California
$239K +$202K +2,523 New
GC
140
Gratus Capital
Georgia
$231K +$195K +2,446 New
Pictet Asset Management
141
Pictet Asset Management
Switzerland
$229K +$193K +2,422 New
CFD
142
Creative Financial Designs
Indiana
$222K -$20K -251 -10%
QCG
143
Quadrant Capital Group
Ohio
$221K +$166K +2,082 +829%
I
144
InceptionR
California
$203K +$172K +2,149 New
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$203K +$172K +2,150 New
AIP
146
Ameritas Investment Partners
Nebraska
$200K – – –
Fidelity Investments
147
Fidelity Investments
Massachusetts
$136K +$55.7K +698 +95%
MLICM
148
Metropolitan Life Insurance Company (MetLife)
New York
$116K – – –
IA
149
IFP Advisors
Florida
$113K – – –
SG Americas Securities
150
SG Americas Securities
New York
$108K -$179K -2,247 -66%
4 5
6
7 8

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.