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Stepan Co
SCL

207 hedge funds and large institutions have $1.88B invested in Stepan Co in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

391% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $1.62M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

13% more capital invested

Capital invested by funds: $1.66B → $1.88B (+$218M)

4% more funds holding

Funds holding: 200 → 207 (+7)

6% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 68

0.78% more ownership

Funds ownership: 76.27% → 77.05% (+0.78%)

Holders
207
Holders Change
+7
Holders Change %
+3.5%
% of All Funds
4.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
72
Reduced
68
Closed
22
Calls
$7.96M
Puts
$1.62M
Net Calls
+$6.34M
Net Calls Change
+$124K

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$14.6M
2
Invesco
Invesco
Georgia
+$11.5M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$7.89M
4
BlackRock
BlackRock
New York
+$7.4M
5
Goldman Sachs
Goldman Sachs
New York
+$4.52M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$17.9M
2
Renaissance Technologies
Renaissance Technologies
New York
-$9.23M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$6.98M
4
Norges Bank
Norges Bank
Norway
-$6.82M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
151
Meeder Asset Management
Ohio
$294K +$875 +8 +0.3%
PP
152
Paloma Partners
Connecticut
$288K -$253K -2,309 -47%
Citigroup
153
Citigroup
New York
$282K -$1.19M -10,907 -81%
AIM
154
Aigen Investment Management
New York
$280K +$281K +2,569 New
TA
155
TFG Advisers
Michigan
$278K +$22K +201 +9%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$243K – – –
LPL Financial
157
LPL Financial
California
$240K +$3.5K +32 +1%
AB
158
Amalgamated Bank
New York
$233K -$2.52K -23 -1%
IA
159
IndexIQ Advisors
New York
$231K +$12.5K +114 +6%
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$209K +$210K +1,915 New
AIP
161
Ameritas Investment Partners
Nebraska
$207K – – –
CIM
162
Contravisory Investment Management
Massachusetts
$207K – – –
RJFSA
163
Raymond James Financial Services Advisors
Florida
$206K +$207K +1,889 New
CGH
164
Crossmark Global Holdings
Texas
$204K +$205K +1,870 New
PCM
165
Prelude Capital Management
New York
$196K +$197K +1,800 New
GT
166
Glenmede Trust
Pennsylvania
$173K -$5.69K -52 -3%
IA
167
IFP Advisors
Florida
$153K -$65.7K -600 -30%
HR
168
Howe & Rusling
New York
$143K – – –
QT
169
Quantbot Technologies
New York
$132K +$107K +976 +402%
FMT
170
First Mercantile Trust
Tennessee
$124K -$41.6K -380 -27%
Osaic Holdings
171
Osaic Holdings
Arizona
$121K +$18.9K +173 +18%
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$110K +$110K +1,006 New
CFD
173
Creative Financial Designs
Indiana
$103K – – –
Macquarie Group
174
Macquarie Group
Australia
$54K – – –
SWA
175
Sutton Wealth Advisors
Florida
$52.5K – – –
5 6
7
8 9

SCL Hedge Fund Activity: Q3 2020 in Review

207 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2020, worth a combined $1.88B — up 13% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SCL positions and 22 closed out — a net gain of 7 holders — while 72 added to existing stakes and 68 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $14.6M. The largest seller was Wellington Management Group, cutting an estimated $17.9M.

  • 207 institutional investors held Stepan Co (SCL) as of Q3 2020, up from 200 in Q2 2020.
  • Funds reported $1.88B of Stepan Co stock for Q3 2020, up 13% quarter-over-quarter.
  • 29 funds opened new Stepan Co positions in Q3 2020 and 22 closed out, a net change of +7 holders.
  • The largest Stepan Co buyer in Q3 2020 was Westwood Holdings Group, an estimated $14.6M added.
  • The largest Stepan Co seller in Q3 2020 was Wellington Management Group, an estimated $17.9M sold.

Based on aggregated 13F filings for Q3 2020.