We are live on ! Find out more
SCL icon

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
AssetMark Inc
201
AssetMark Inc
California
$4K
LWA
202
Lenox Wealth Advisors
New York
$4K +$3.96K +32 New
TPCW
203
TD Private Client Wealth
New York
$3.31K
CFA
204
Carroll Financial Associates
North Carolina
$3K
SBL
205
Sargent Bickham Lagudis
Colorado
$3K
Jones Financial Companies
206
Jones Financial Companies
Missouri
$3K +$2.73K +22 New
AIG
207
American International Group
New York
$1.82K -$19.8K -160 -1%
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$1.54K -$99.1K -800 -6%
ACM
209
AUA Capital Management
Pennsylvania
$1K
FPS
210
Fieldpoint Private Securities
Connecticut
$1K
MCM
211
Manchester Capital Management
Vermont
$1K
PA
212
Parallel Advisors
California
$1K +$991 +8 New
APA
213
American Portfolios Advisors
New York
$890 +$867 +7 New
AIC
214
Ameritas Investment Company
Nebraska
$254 +$248 +2 New
SWM
215
Sugarloaf Wealth Management
Georgia
$4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
216
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$4.42M -37,000 Closed
WC
217
Walthausen & Co
New York
-$2.01M -16,873 Closed
Allianz Asset Management
218
Allianz Asset Management
Germany
-$1.87M -15,689 Closed
Man Group
219
Man Group
United Kingdom
-$1.13M -9,453 Closed
AI
220
Atria Investments
North Carolina
-$1.02M -8,517 Closed
Squarepoint
221
Squarepoint
New York
-$960K -8,043 Closed
MSA
222
Mason Street Advisors
Wisconsin
-$949K -7,957 Closed
E
223
Ergoteles
New York
-$931K -7,800 Closed
KFA
224
Krane Funds Advisors
New York
-$841K -7,052 Closed
Canada Pension Plan Investment Board
225
Canada Pension Plan Investment Board
Ontario, Canada
-$549K -4,600 Closed

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.