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Stepan Co
SCL

195 hedge funds and large institutions have $1.8B invested in Stepan Co in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $501K

33% more capital invested

Capital invested by funds: $1.35B → $1.8B (+$446M)

4.29% more ownership

Funds ownership: 80.74% → 85.03% (+4.3%)

6% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 34

9% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 69

2% less funds holding

Funds holding: 199 → 195 (-4)

Holders
195
Holders Change
-4
Holders Change %
-2.01%
% of All Funds
2.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
63
Reduced
69
Closed
34
Calls
$1.7M
Puts
$501K
Net Calls
+$1.2M
Net Calls Change
+$630K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$44.9M
2
Victory Capital Management
Victory Capital Management
Texas
+$40.5M
3
BlackRock
BlackRock
New York
+$15M
4
NIG
NFJ Investment Group
Texas
+$10.9M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$4.12M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$16.1M
2
HighTower Advisors
HighTower Advisors
Illinois
-$9.48M
3
WHG
Westwood Holdings Group
Texas
-$4.64M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.29M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
201
Renaissance Technologies
New York
– -$915K -12,200 Closed
EP
202
Edgestream Partners
New Jersey
– -$800K -10,666 Closed
EGM
203
Engineers Gate Manager
New York
– -$786K -10,487 Closed
YIH
204
Y-Intercept (HK)
Hong Kong
– -$684K -9,130 Closed
ACM
205
Aquatic Capital Management
Illinois
– -$562K -7,500 Closed
SFI
206
Susquehanna Fundamental Investments
Pennsylvania
– -$561K -7,480 Closed
Skandinaviska Enskilda Banken (SEB)
207
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$532K -7,100 Closed
Empower Advisory Group
208
Empower Advisory Group
Colorado
– -$426K -5,685 Closed
QT
209
Quantbot Technologies
New York
– -$385K -5,129 Closed
ECM
210
ExodusPoint Capital Management
New York
– -$347K -4,627 Closed
XT
211
XTX Topco
Cayman Islands
– -$318K -4,243 Closed
GCP
212
GSA Capital Partners
United Kingdom
– -$317K -4,234 Closed
Squarepoint
213
Squarepoint
New York
– -$303K -4,039 Closed
Walleye Capital
214
Walleye Capital
New York
– -$303K -4,035 Closed
DTL
215
Dynamic Technology Lab
Singapore
– -$289K -3,849 Closed
AQR Capital Management
216
AQR Capital Management
Connecticut
– -$253K -3,375 Closed
Stifel Financial
217
Stifel Financial
Missouri
– -$252K -3,364 Closed
Qube Research & Technologies (QRT)
218
Qube Research & Technologies (QRT)
United Kingdom
– -$235K -3,131 Closed
HR
219
Howe & Rusling
New York
– -$229K -3,054 Closed
PTC
220
Petrus Trust Company
Texas
– -$207K -2,765 Closed
PI
221
PEAK6 Investments
Illinois
– -$143K -1,792 Closed
MAWCM
222
Mine & Arao Wealth Creation & Management
California
– -$18.8K -251 Closed
CSPIA
223
Cary Street Partners Investment Advisory
Virginia
– -$15K -200 Closed
SPIA
224
Steward Partners Investment Advisory
New York
– -$5.02K -67 Closed
BAAM
225
Baker Avenue Asset Management
California
– -$2.92K -39 Closed
6 7 8
9
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SCL Hedge Fund Activity: Q4 2023 in Review

195 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q4 2023, worth a combined $1.8B — up 33% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SCL and 32 opened new positions — a net loss of 2 holders — while 69 trimmed existing stakes and 63 added.

The largest buyer was Morgan Stanley, adding an estimated $44.9M. The largest seller was First Trust Advisors, cutting an estimated $16.1M.

  • 195 institutional investors held Stepan Co (SCL) as of Q4 2023, down from 199 in Q3 2023.
  • Funds reported $1.8B of Stepan Co stock for Q4 2023, up 33% quarter-over-quarter.
  • 32 funds opened new Stepan Co positions in Q4 2023 and 34 closed out, a net change of -2 holders.
  • The largest Stepan Co buyer in Q4 2023 was Morgan Stanley, an estimated $44.9M added.
  • The largest Stepan Co seller in Q4 2023 was First Trust Advisors, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2023.