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Stepan Co

215 hedge funds and large institutions have $2.18B invested in Stepan Co in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

814% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $242K

6% more capital invested

Capital invested by funds: $2.06B → $2.18B (+$128M)

9% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 70

0.26% less ownership

Funds ownership: 76.76%76.5% (-0.26%)

5% less funds holding

Funds holding: 226215 (-11)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

Holders
215
Holders Change
-11
Holders Change %
-4.87%
% of All Funds
3.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
76
Reduced
70
Closed
32
Calls
$2.21M
Puts
$242K
Net Calls
+$1.97M
Net Calls Change
-$4.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
$287K +$51.2K +413 +22%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$283K
Truist Financial
153
Truist Financial
North Carolina
$283K +$276K +2,224 New
RA
154
Royce & Associates
New York
$280K -$68.8K -555 -20%
JWCA
155
J.W. Coons Advisors
Ohio
$278K +$24.2K +195 +10%
HR
156
Howe & Rusling
New York
$267K +$59K +476 +29%
AB
157
Amalgamated Bank
New York
$259K -$16.2K -131 -6%
AIM
158
Aigen Investment Management
New York
$253K -$63.8K -515 -21%
LPL Financial
159
LPL Financial
California
$248K -$27.6K -223 -10%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$246K +$16K +129 +7%
CGH
161
Crossmark Global Holdings
Texas
$240K -$1.24K -10 -0.5%
RJFSA
162
Raymond James Financial Services Advisors
Florida
$240K +$248 +2 +0.1%
CIM
163
Contravisory Investment Management
Massachusetts
$233K
AIP
164
Ameritas Investment Partners
Nebraska
$229K
6M
165
6 Meridian
Kansas
$223K +$124 +1 +0.1%
GCP
166
GSA Capital Partners
United Kingdom
$219K +$214K +1,725 New
PAMU
167
Pictet Asset Management (UK)
United Kingdom
$216K
Royal Bank of Canada
168
Royal Bank of Canada
Ontario, Canada
$206K -$954K -7,698 -83%
VI
169
Vestcor Inc
New Brunswick, Canada
$192K +$165K +1,329 +726%
IA
170
IFP Advisors
Florida
$152K
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$149K +$1.61K +13 +1%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$144K +$136K +1,094 +2,735%
CFD
173
Creative Financial Designs
Indiana
$124K +$3.96K +32 +3%
FMT
174
First Mercantile Trust
Tennessee
$111K -$13.3K -107 -11%
Osaic Holdings
175
Osaic Holdings
Arizona
$99K +$991 +8 +1%

SCL Hedge Fund Activity: Q1 2021 in Review

215 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q1 2021, worth a combined $2.18B — up 6.2% from $2.06B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of SCL and 24 opened new positions — a net loss of 8 holders — while 70 trimmed existing stakes and 76 added.

The largest buyer was BlackRock, adding an estimated $21.5M. The largest seller was Norges Bank, cutting an estimated $19.3M.

  • 215 institutional investors held Stepan Co (SCL) as of Q1 2021, down from 226 in Q4 2020.
  • Funds reported $2.18B of Stepan Co stock for Q1 2021, up 6.2% quarter-over-quarter.
  • 24 funds opened new Stepan Co positions in Q1 2021 and 32 closed out, a net change of -8 holders.
  • The largest Stepan Co buyer in Q1 2021 was BlackRock, an estimated $21.5M added.
  • The largest Stepan Co seller in Q1 2021 was Norges Bank, an estimated $19.3M sold.

Based on aggregated 13F filings for Q1 2021.