We are live on ! Find out more
SCL icon

Stepan Co
SCL

211 hedge funds and large institutions have $2.14B invested in Stepan Co in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

773% more call options, than puts

Call options by funds: $2.17M | Put options by funds: $249K

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

19% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 63

12% more capital invested

Capital invested by funds: $1.91B → $2.14B (+$225M)

4% more funds holding

Funds holding: 203 → 211 (+8)

1.38% more ownership

Funds ownership: 75.42% → 76.8% (+1.4%)

Holders
211
Holders Change
+8
Holders Change %
+3.94%
% of All Funds
3.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
75
Reduced
63
Closed
23
Calls
$2.17M
Puts
$249K
Net Calls
+$1.93M
Net Calls Change
-$1.01M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$30M
2
WHG
Westwood Holdings Group
Texas
+$14.2M
3
Millennium Management
Millennium Management
New York
+$11M
4
State Street
State Street
Massachusetts
+$8.19M
5
Morgan Stanley
Morgan Stanley
New York
+$5.11M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$24.1M
2
Wells Fargo
Wells Fargo
California
-$12.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$8.94M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$5.93M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$5.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
176
Quadrant Capital Group
Ohio
$13K – – –
Bessemer Group
177
Bessemer Group
New Jersey
$13K +$4.34K +36 +51%
EWA
178
EverSource Wealth Advisors
Alabama
$12K +$11.7K +97 New
ACM
179
Aquatic Capital Management
Illinois
$12K +$12.1K +100 New
GAM
180
Gemmer Asset Management
California
$11K – – –
Macquarie Group
181
Macquarie Group
Australia
$10K – – –
SPIA
182
Steward Partners Investment Advisory
New York
$10K – – –
STCOSD
183
Sageworth Trust Company of South Dakota
South Dakota
$9K +$8.57K +71 New
PFBT
184
Parkside Financial Bank & Trust
Missouri
$7K -$121 -1 -2%
Pacer Advisors
185
Pacer Advisors
Pennsylvania
$7K +$2.9K +24 +71%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$7K +$3.38K +28 +100%
IPW
187
IronBridge Private Wealth
Texas
$6K – – –
KFP
188
KB Financial Partners
New Jersey
$6K +$5.79K +48 New
TFP
189
Tilia Fiduciary Partners
North Carolina
$6K +$5.79K +48 New
Lazard Asset Management
190
Lazard Asset Management
New York
$5K -$128K -1,062 -96%
TFO
191
Tarbox Family Office
California
$5K – – –
C
192
Covestor
United Kingdom
$5K +$4.34K +36 New
AssetMark Inc
193
AssetMark Inc
California
$4K -$121 -1 -3%
PA
194
Parallel Advisors
California
$4K +$1.45K +12 +63%
TPCW
195
TD Private Client Wealth
New York
$3.23K – – –
ST
196
Sageworth Trust
Pennsylvania
$3K -$9.29K -77 -77%
CFA
197
Carroll Financial Associates
North Carolina
$3K -$1.69K -14 -34%
Jones Financial Companies
198
Jones Financial Companies
Missouri
$3K – – –
PCG
199
Private Capital Group
Connecticut
$3K – – –
SBL
200
Sargent Bickham Lagudis
Colorado
$3K – – –
6 7
8
9 10

SCL Hedge Fund Activity: Q4 2021 in Review

211 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2021, worth a combined $2.14B — up 12% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SCL positions and 23 closed out — a net gain of 10 holders — while 75 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock, adding an estimated $30M. The largest seller was Wellington Management Group, exiting entirely with an estimated $24.1M sold.

  • 211 institutional investors held Stepan Co (SCL) as of Q4 2021, up from 203 in Q3 2021.
  • Funds reported $2.14B of Stepan Co stock for Q4 2021, up 12% quarter-over-quarter.
  • 33 funds opened new Stepan Co positions in Q4 2021 and 23 closed out, a net change of +10 holders.
  • The largest Stepan Co buyer in Q4 2021 was BlackRock, an estimated $30M added.
  • The largest Stepan Co seller in Q4 2021 was Wellington Management Group, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2021.