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
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
$101K -$9.05K -101 -8%
HNB
152
Huntington National Bank
Ohio
$97.5K +$13.1K +146 +16%
KBC Group
153
KBC Group
Belgium
$58K
CAM
154
Clarity Asset Management
Iowa
$54K +$1.25K +14 +2%
ATC
155
Adirondack Trust Company
New York
$45K
ETC
156
Exchange Traded Concepts
Oklahoma
$44.6K -$1.52K -17 -3%
PI
157
PEAK6 Investments
Illinois
$43.2K +$43K +480 New
CCM
158
Copeland Capital Management
Pennsylvania
$41.1K +$269 +3 +0.7%
BCMLT
159
Beacon Capital Management LLC (Tennessee)
Tennessee
$36K
GRP
160
Global Retirement Partners
California
$35.7K +$35.6K +397 New
Osaic Holdings
161
Osaic Holdings
Arizona
$34.3K -$15K -167 -30%
LSA
162
Leonteq Securities AG
Switzerland
$34.1K -$1.7K -19 -5%
CFD
163
Creative Financial Designs
Indiana
$29.7K -$181K -2,017 -86%
TRCT
164
Tower Research Capital (TRC)
New York
$29.2K -$388K -4,332 -93%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$24.2K
VCM
166
Versant Capital Management
Arizona
$19.5K
LC
167
Lindbrook Capital
California
$19.2K
SIM
168
Studio Investment Management
Illinois
$18K
AF
169
Allworth Financial
California
$17.6K -$179 -2 -1%
Nomura Asset Management
170
Nomura Asset Management
Japan
$13.5K
GI
171
GAMMA Investing
California
$10.9K -$10.5K -117 -49%
PA
172
Parallel Advisors
California
$10.9K +$8.51K +95 +365%
HGERS
173
Householder Group Estate & Retirement Specialist
Arizona
$9.09K
AWM
174
Avior Wealth Management
Nebraska
$7.92K +$7.89K +88 New
GWSG
175
GPS Wealth Strategies Group
Colorado
$6.75K

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.