Stepan Co
208 hedge funds and large institutions have $1.23B invested in Stepan Co in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 75 reducing their positions, and 41 closing their positions.
1,944% more call options, than puts
Call options by funds: $3.31M | Put options by funds: $162K
1.63% more ownership
Funds ownership: 82.7% → 84.33% (+1.6%)
4% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 75
10% less funds holding
Funds holding: 231 → 208 (-23)
15% less capital invested
Capital invested by funds: $1.44B → $1.23B (-$209M)
54% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$8.04M |
| 2 |
State Street
Boston,
Massachusetts
|
+$6.69M |
| 3 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
+$5.5M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$4.52M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$4.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$6.4M |
| 2 |
First Eagle Investment Management
New York
|
-$5.63M |
| 3 |
Millennium Management
New York
|
-$4.26M |
| 4 |
Morgan Stanley
New York
|
-$3.63M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$2.42M |
SCL Hedge Fund Activity: Q4 2024 in Review
208 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2024, worth a combined $1.23B — down 15% from $1.44B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of SCL and 19 opened new positions — a net loss of 22 holders — while 75 trimmed existing stakes and 78 added.
The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $8.04M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $6.4M sold.
- 208 institutional investors held Stepan Co (SCL) as of Q4 2024, down from 231 in Q3 2024.
- Funds reported $1.23B of Stepan Co stock for Q4 2024, down 15% quarter-over-quarter.
- 19 funds opened new Stepan Co positions in Q4 2024 and 41 closed out, a net change of -22 holders.
- The largest Stepan Co buyer in Q4 2024 was DePrince Race & Zollo Inc (DRZ), an estimated $8.04M added.
- The largest Stepan Co seller in Q4 2024 was Assenagon Asset Management, an estimated $6.4M sold.
Based on aggregated 13F filings for Q4 2024.