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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
MPWT
176
MassMutual Private Wealth & Trust
Connecticut
$5.31K -$358 -4 -6%
OC
177
Oakworth Capital
Alabama
$4.5K
EWA
178
EverSource Wealth Advisors
Alabama
$4.07K +$3.94K +44 +880%
Mitsubishi UFJ Asset Management
179
Mitsubishi UFJ Asset Management
Japan
$4.05K
MCM
180
Manchester Capital Management
Vermont
$3.78K -$627 -7 -14%
Bessemer Group
181
Bessemer Group
New Jersey
$3K
LFA
182
LGT Financial Advisors
Texas
$2.88K
SWM
183
Sugarloaf Wealth Management
Georgia
$2.52K
Pacer Advisors
184
Pacer Advisors
Pennsylvania
$2.43K
FFA
185
Farther Finance Advisors
California
$2.21K -$179 -2 -7%
BIA
186
Bell Investment Advisors
California
$1.89K
FMII
187
Farmers & Merchants Investments Inc
Nebraska
$1.44K
JWA
188
JFS Wealth Advisors
Pennsylvania
$1.35K +$717 +8 +114%
A
189
AlphaQuest
New York
$1.35K +$1.34K +15 New
PS
190
Principal Securities
Iowa
$1.26K
PWMG
191
Private Wealth Management Group
New Jersey
$1.26K
PFBT
192
Parkside Financial Bank & Trust
Missouri
$901
UB
193
UMB Bank
Missouri
$720 +$717 +8 New
SIC
194
SJS Investment Consulting
Ohio
$541
SAM
195
Smartleaf Asset Management
Massachusetts
$448 +$448 +5 New
AWM
196
Abound Wealth Management
Tennessee
$361
DPW
197
DiNuzzo Private Wealth
Pennsylvania
$361
ECM
198
Everence Capital Management
Indiana
$246
TWP
199
TFO Wealth Partners
Ohio
$90
AG
200
Algert Global
California
-$1.34M -14,215 Closed

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.