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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
BlackRock
1
BlackRock
New York
$444M +$21.5M +173,225 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$300M +$7.26M +58,605 +3%
HighTower Advisors
3
HighTower Advisors
Illinois
$253M +$1M +8,077 +0.4%
State Street
4
State Street
Massachusetts
$166M +$9.37M +75,627 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$130M -$4.99M -40,288 -4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$55M +$1.23M +9,927 +2%
WHG
7
Westwood Holdings Group
Texas
$49.4M +$8.41M +67,912 +21%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$49.1M +$3.48M +28,087 +8%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$41M -$3M -24,201 -7%
Northern Trust
10
Northern Trust
Illinois
$39.5M -$6.02M -48,589 -14%
SAM
11
Southernsun Asset Management
Tennessee
$31.1M +$5.71M +46,091 +23%
N
12
Nuveen
North Carolina
$29.3M -$368K -2,972 -1%
Charles Schwab
13
Charles Schwab
California
$27.4M +$2.41M +19,489 +10%
ACM
14
Atlanta Capital Management
Georgia
$26.6M +$642K +5,178 +3%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$26.3M -$321K -2,587 -1%
Norges Bank
16
Norges Bank
Norway
$25.7M -$19.3M -155,969 -44%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$20.7M +$4.83M +39,012 +32%
Invesco
18
Invesco
Georgia
$19.5M +$817K +6,597 +5%
Wells Fargo
19
Wells Fargo
California
$19.3M -$1.17M -9,407 -6%
PCA
20
Personal Capital Advisors
California
$19.2M +$451K +3,641 +2%
Principal Financial Group
21
Principal Financial Group
Iowa
$19M +$81K +654 +0.4%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$13.4M -$273K -2,204 -2%
ProShare Advisors
23
ProShare Advisors
Maryland
$13.3M +$2.49M +20,082 +24%
Prudential Financial
24
Prudential Financial
New Jersey
$13.1M -$4.34M -35,011 -25%
Ameriprise
25
Ameriprise
Minnesota
$12.7M +$169K +1,367 +1%

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.