We are live on ! Find out more
SCL icon

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
DTL
126
Dynamic Technology Lab
Singapore
$338K +$336K +3,752 New
KeyBank National Association
127
KeyBank National Association
Ohio
$338K +$106K +1,183 +46%
Jacobs Levy Equity Management
128
Jacobs Levy Equity Management
New Jersey
$332K
Daiwa Securities Group
129
Daiwa Securities Group
Japan
$332K +$97.9K +1,093 +42%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$330K -$448 -5 -0.1%
MOACM
131
Mutual of America Capital Management
New York
$330K -$5.2K -58 -2%
Mariner
132
Mariner
Kansas
$325K -$12.7K -142 -4%
Public Employees Retirement Association of Colorado
133
Public Employees Retirement Association of Colorado
Colorado
$321K -$12.7K -142 -4%
XT
134
XTX Topco
Cayman Islands
$300K +$298K +3,328 New
HSBC Holdings
135
HSBC Holdings
United Kingdom
$282K +$281K +3,137 New
LWAM
136
Legacy Wealth Asset Management
Minnesota
$276K +$896 +10 +0.3%
IWM
137
IHT Wealth Management
Illinois
$255K
VPIM
138
Vanguard Personalized Indexing Management
California
$248K +$21.1K +235 +9%
ACM
139
Aquatic Capital Management
Illinois
$243K +$242K +2,700 New
I
140
InceptionR
California
$230K +$36.6K +408 +19%
HR
141
Howe & Rusling
New York
$230K +$228K +2,549 New
SAM
142
Shell Asset Management
Netherlands
$225K -$24K -268 -9%
TA
143
TFG Advisers
Michigan
$220K -$21.9K -244 -9%
Pictet Asset Management
144
Pictet Asset Management
Switzerland
$218K
QCG
145
Quadrant Capital Group
Ohio
$214K +$4.21K +47 +2%
CFM
146
Catalyst Funds Management
Australia
$205K +$204K +2,280 New
AIP
147
Ameritas Investment Partners
Nebraska
$191K
Fidelity Investments
148
Fidelity Investments
Massachusetts
$121K -$8.6K -96 -7%
IA
149
IFP Advisors
Florida
$108K
S
150
SignatureFD
Georgia
$103K +$3.76K +42 +4%

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.