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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
Federated Hermes
176
Federated Hermes
Pennsylvania
$67K +$36.1K +291 +123%
SWA
177
Sutton Wealth Advisors
Florida
$61.3K
HNB
178
Huntington National Bank
Ohio
$60K
Macquarie Group
179
Macquarie Group
Australia
$43K -$19.8K -160 -32%
VCM
180
Versant Capital Management
Arizona
$42K
QT
181
Quantbot Technologies
New York
$36K +$35.6K +287 New
MAWCM
182
Mine & Arao Wealth Creation & Management
California
$32K
IAIM
183
International Assets Investment Management
Florida
$25K +$12.5K +101 +101%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$21K +$1.61K +13 +8%
GWSG
185
GPS Wealth Strategies Group
Colorado
$19K +$19.2K +155 New
VFA
186
Valeo Financial Advisors
Indiana
$17K +$6.07K +49 +58%
S
187
SignatureFD
Georgia
$16K -$2.48K -20 -14%
EVM
188
Eaton Vance Management
Massachusetts
$16K +$16.1K +130 New
PHK
189
Point72 Hong Kong
Hong Kong
$15K -$21.7K -175 -60%
CCM
190
Copeland Capital Management
Pennsylvania
$15K
SPIA
191
Steward Partners Investment Advisory
New York
$14K
GAM
192
Gemmer Asset Management
California
$11K
Bessemer Group
193
Bessemer Group
New Jersey
$9K +$5.08K +41 +137%
KFP
194
KB Financial Partners
New Jersey
$8K +$7.56K +61 New
PFBT
195
Parkside Financial Bank & Trust
Missouri
$7K
IPW
196
IronBridge Private Wealth
Texas
$6K
Pacer Advisors
197
Pacer Advisors
Pennsylvania
$6K
QCG
198
Quadrant Capital Group
Ohio
$5K
TFO
199
Tarbox Family Office
California
$5K
TWA
200
TCI Wealth Advisors
Arizona
$5K +$2.35K +19 +86%

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.