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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
S
151
SignatureFD
Georgia
$104K +$76.3K +955 +645%
HNB
152
Huntington National Bank
Ohio
$88.6K +$5.83K +73 +8%
KBC Group
153
KBC Group
Belgium
$61K – – –
CAM
154
Clarity Asset Management
Iowa
$55.4K +$46.8K +586 New
Osaic Holdings
155
Osaic Holdings
Arizona
$51.8K -$36K -451 -45%
ETC
156
Exchange Traded Concepts
Oklahoma
$48.4K +$40.9K +512 New
ATC
157
Adirondack Trust Company
New York
$44.6K – – –
BTI
158
Blue Trust Inc
Georgia
$44K +$46.3K +580 New
CCM
159
Copeland Capital Management
Pennsylvania
$42.8K +$26.6K +333 +278%
LSA
160
Leonteq Securities AG
Switzerland
$37.6K +$31.8K +398 New
BCMLT
161
Beacon Capital Management LLC (Tennessee)
Tennessee
$30K – – –
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$25.4K +$20.5K +257 +2,142%
GI
163
GAMMA Investing
California
$21.2K +$19K +238 New
VCM
164
Versant Capital Management
Arizona
$20.5K -$2.64K -33 -13%
LC
165
Lindbrook Capital
California
$20.1K +$17K +213 New
SIM
166
Studio Investment Management
Illinois
$18.9K – – –
AF
167
Allworth Financial
California
$18.7K +$14.3K +179 +942%
Nomura Asset Management
168
Nomura Asset Management
Japan
$14.2K – – –
HGERS
169
Householder Group Estate & Retirement Specialist
Arizona
$9K – – –
GWSG
170
GPS Wealth Strategies Group
Colorado
$7.09K – – –
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$5.96K +$5.03K +63 New
OC
172
Oakworth Capital
Alabama
$4.73K +$3.99K +50 New
MCM
173
Manchester Capital Management
Vermont
$4.63K +$2.56K +32 +188%
Mitsubishi UFJ Asset Management
174
Mitsubishi UFJ Asset Management
Japan
$4.06K – – –
LFA
175
LGT Financial Advisors
Texas
$3.03K +$2.56K +32 New
5 6
7
8 9

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.