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Stepan Co

209 hedge funds and large institutions have $1.71B invested in Stepan Co in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $790K

3% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 73

0.6% more ownership

Funds ownership: 76.8%77.4% (+0.6%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 211209 (-2)

20% less capital invested

Capital invested by funds: $2.14B → $1.71B (-$424M)

Holders
209
Holders Change
-2
Holders Change %
-0.95%
% of All Funds
3.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
75
Reduced
73
Closed
24
Calls
$1.75M
Puts
$790K
Net Calls
+$959K
Net Calls Change
-$967K
Name Holding Trade Value Shares
Change
Change in
Stake
S
176
SignatureFD
Georgia
$13K +$865 +8 +6%
EWA
177
EverSource Wealth Advisors
Alabama
$13K +$3.68K +34 +35%
TPCW
178
TD Private Client Wealth
New York
$12.9K +$11.4K +105 +404%
CCM
179
Copeland Capital Management
Pennsylvania
$12K
TWA
180
TCI Wealth Advisors
Arizona
$12K +$10.4K +96 +436%
GAM
181
Gemmer Asset Management
California
$8K
SPIA
182
Steward Partners Investment Advisory
New York
$8K
PFBT
183
Parkside Financial Bank & Trust
Missouri
$5K -$1.41K -13 -22%
Pacer Advisors
184
Pacer Advisors
Pennsylvania
$5K -$1.19K -11 -19%
KFP
185
KB Financial Partners
New Jersey
$5K
TFP
186
Tilia Fiduciary Partners
North Carolina
$5K
TFO
187
Tarbox Family Office
California
$4K
Bessemer Group
188
Bessemer Group
New Jersey
$3K -$8.33K -77 -72%
AssetMark Inc
189
AssetMark Inc
California
$3K -$433 -4 -13%
SBL
190
Sargent Bickham Lagudis
Colorado
$3K
SWM
191
Sugarloaf Wealth Management
Georgia
$3K
National Bank of Canada
192
National Bank of Canada
Quebec, Canada
$2K -$3.07M -28,375 -100%
PCG
193
Private Capital Group
Connecticut
$2K
S
194
Surevest
California
$2K
ZB
195
Zions Bancorporation
Utah
$2K +$2.06K +19 New
STCOSD
196
Sageworth Trust Company of South Dakota
South Dakota
$1K -$6.49K -60 -85%
C
197
Covestor
United Kingdom
$1K -$2.7K -25 -69%
PA
198
Parallel Advisors
California
$1K -$1.84K -17 -55%
JWA
199
JFS Wealth Advisors
Pennsylvania
$1K +$324 +3 +43%
GRP
200
Global Retirement Partners
California
$1K +$757 +7 New

SCL Hedge Fund Activity: Q1 2022 in Review

209 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q1 2022, worth a combined $1.71B — down 20% from $2.14B a quarter earlier.

Fund positioning in SCL was balanced in Q1 2022: 24 funds opened new positions, 24 closed out, 75 added to existing stakes and 73 trimmed.

The largest buyer was State Street, adding an estimated $16.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $16M.

  • 209 institutional investors held Stepan Co (SCL) as of Q1 2022, down from 211 in Q4 2021.
  • Funds reported $1.71B of Stepan Co stock for Q1 2022, down 20% quarter-over-quarter.
  • 24 funds opened new Stepan Co positions in Q1 2022 and 24 closed out, a net change of 0 holders.
  • The largest Stepan Co buyer in Q1 2022 was State Street, an estimated $16.4M added.
  • The largest Stepan Co seller in Q1 2022 was T. Rowe Price Associates, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2022.