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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
SWM
201
Sugarloaf Wealth Management
Georgia
$3K – – –
TWA
202
TCI Wealth Advisors
Arizona
$3K – – –
TWC
203
TD Waterhouse Canada
Ontario, Canada
$2.5K +$2.41K +20 New
S
204
Surevest
California
$2K +$2.05K +17 New
Manulife (Manufacturers Life Insurance)
205
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.25K +$2.65K +22 +0.2%
ACM
206
AUA Capital Management
Pennsylvania
$1K – – –
FPS
207
Fieldpoint Private Securities
Connecticut
$1K – – –
SC
208
Schubert & Co
Texas
$1K +$603 +5 New
JWA
209
JFS Wealth Advisors
Pennsylvania
$1K +$844 +7 New
SFM
210
Signet Financial Management
New Jersey
$1K +$1.21K +10 New
Wellington Management Group
211
Wellington Management Group
Massachusetts
– -$24.1M -213,806 Closed
Nordea Investment Management
212
Nordea Investment Management
Sweden
– -$5.93M -51,302 Closed
LSV Asset Management
213
LSV Asset Management
Illinois
– -$5.25M -46,500 Closed
State of New Jersey Common Pension Fund D
214
State of New Jersey Common Pension Fund D
New Jersey
– -$2.64M -23,359 Closed
PCM
215
Prelude Capital Management
New York
– -$1.13M -10,005 Closed
JIC
216
Johnson Investment Counsel
Ohio
– -$1.02M -9,060 Closed
E
217
Ergoteles
New York
– -$804K -7,122 Closed
HF
218
HRT Financial
New York
– -$791K -7,009 Closed
ZIM
219
Zacks Investment Management
Illinois
– -$447K -3,957 Closed
Jane Street
220
Jane Street
New York
– -$414K -3,668 Closed
VRS
221
Virginia Retirement Systems
Virginia
– -$294K -2,600 Closed
Qube Research & Technologies (QRT)
222
Qube Research & Technologies (QRT)
United Kingdom
– -$262K -2,320 Closed
AIM
223
Aigen Investment Management
New York
– -$231K -2,047 Closed
VWM
224
Venturi Wealth Management
Texas
– -$215K -1,900 Closed
CIM
225
Contravisory Investment Management
Massachusetts
– -$207K -1,834 Closed
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.