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Stepan Co

227 hedge funds and large institutions have $2.05B invested in Stepan Co in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 99 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $896K

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

6% more funds holding

Funds holding: 215227 (+12)

0.72% less ownership

Funds ownership: 76.5%75.78% (-0.72%)

6% less capital invested

Capital invested by funds: $2.18B → $2.05B (-$134M)

41% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 99

Holders
227
Holders Change
+12
Holders Change %
+5.58%
% of All Funds
3.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
58
Reduced
99
Closed
14
Calls
$2.72M
Puts
$896K
Net Calls
+$1.82M
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$413M -$7.89M -60,250 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$294M +$10.4M +79,548 +3%
HighTower Advisors
3
HighTower Advisors
Illinois
$239M
State Street
4
State Street
Massachusetts
$163M +$7.09M +54,183 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$119M -$4.49M -34,270 -3%
WHG
6
Westwood Holdings Group
Texas
$51.6M +$5.33M +40,717 +10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$47.7M +$1.34M +10,265 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$44.3M -$8.45M -64,529 -15%
Northern Trust
9
Northern Trust
Illinois
$36.9M -$526K -4,017 -1%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$36M -$2.94M -22,481 -7%
SAM
11
Southernsun Asset Management
Tennessee
$28.5M -$962K -7,350 -3%
Charles Schwab
12
Charles Schwab
California
$26.8M +$994K +7,596 +4%
N
13
Nuveen
North Carolina
$26.8M -$1.06M -8,083 -4%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$24.8M -$142K -1,084 -0.5%
ACM
15
Atlanta Capital Management
Georgia
$24.7M -$525K -4,014 -2%
Norges Bank
16
Norges Bank
Norway
$23.9M -$461K -3,523 -2%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$21M +$1.54M +11,789 +7%
PCA
18
Personal Capital Advisors
California
$18.6M +$544K +4,156 +3%
Principal Financial Group
19
Principal Financial Group
Iowa
$18.1M +$192K +1,467 +1%
Invesco
20
Invesco
Georgia
$18M -$410K -3,132 -2%
Wells Fargo
21
Wells Fargo
California
$14.6M -$4.04M -30,854 -20%
JP Morgan Chase
22
JP Morgan Chase
New York
$14.3M +$3.34M +25,496 +27%
Morgan Stanley
23
Morgan Stanley
New York
$12.1M +$5.6M +42,789 +74%
Ameriprise
24
Ameriprise
Minnesota
$11.6M -$442K -3,380 -3%
ProShare Advisors
25
ProShare Advisors
Maryland
$10.5M -$2.27M -17,352 -17%

SCL Hedge Fund Activity: Q2 2021 in Review

227 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q2 2021, worth a combined $2.05B — down 6.1% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SCL positions and 14 closed out — a net gain of 13 holders — while 58 added to existing stakes and 99 trimmed.

The largest buyer was Vanguard Group, adding an estimated $10.4M. The largest seller was Bank of New York Mellon, cutting an estimated $8.45M.

  • 227 institutional investors held Stepan Co (SCL) as of Q2 2021, up from 215 in Q1 2021.
  • Funds reported $2.05B of Stepan Co stock for Q2 2021, down 6.1% quarter-over-quarter.
  • 27 funds opened new Stepan Co positions in Q2 2021 and 14 closed out, a net change of +13 holders.
  • The largest Stepan Co buyer in Q2 2021 was Vanguard Group, an estimated $10.4M added.
  • The largest Stepan Co seller in Q2 2021 was Bank of New York Mellon, an estimated $8.45M sold.

Based on aggregated 13F filings for Q2 2021.