We are live on ! Find out more
SCL icon

Stepan Co

209 hedge funds and large institutions have $1.71B invested in Stepan Co in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $790K

3% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 73

0.6% more ownership

Funds ownership: 76.8%77.4% (+0.6%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 211209 (-2)

20% less capital invested

Capital invested by funds: $2.14B → $1.71B (-$424M)

Holders
209
Holders Change
-2
Holders Change %
-0.95%
% of All Funds
3.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
75
Reduced
73
Closed
24
Calls
$1.75M
Puts
$790K
Net Calls
+$959K
Net Calls Change
-$967K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$369M +$12.1M +112,113 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$245M +$1.69M +15,595 +0.6%
HighTower Advisors
3
HighTower Advisors
Illinois
$197M -$33.9K -313 -0%
State Street
4
State Street
Massachusetts
$171M +$16.4M +151,926 +10%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$99.6M +$973K +8,992 +0.9%
WHG
6
Westwood Holdings Group
Texas
$61.7M +$8.26M +76,392 +14%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$36.3M -$2.96M -27,390 -7%
SAM
8
Southernsun Asset Management
Tennessee
$35M +$4.89M +45,171 +15%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$33.8M -$194K -1,791 -0.5%
Northern Trust
10
Northern Trust
Illinois
$29.1M -$352K -3,253 -1%
Charles Schwab
11
Charles Schwab
California
$24.1M +$1.49M +13,746 +6%
ACM
12
Atlanta Capital Management
Georgia
$22.5M -$61.6K -570 -0.2%
Norges Bank
13
Norges Bank
Norway
$18.5M
Invesco
14
Invesco
Georgia
$16.4M -$681K -6,299 -4%
PCA
15
Personal Capital Advisors
California
$16.2M +$552K +5,104 +3%
N
16
Nuveen
North Carolina
$15.7M -$4.05M -37,426 -19%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$15.2M +$2.06M +19,052 +14%
Principal Financial Group
18
Principal Financial Group
Iowa
$13.9M -$353K -3,262 -2%
Fuller & Thaler Asset Management
19
Fuller & Thaler Asset Management
California
$11.8M +$64K +592 +0.5%
Bank of America
20
Bank of America
North Carolina
$11.3M -$80.7K -746 -0.6%
ProShare Advisors
21
ProShare Advisors
Maryland
$10.5M +$1.8M +16,620 +19%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$10.4M -$4.24M -39,191 -27%
American Century Companies
23
American Century Companies
Missouri
$9.6M +$2.19M +20,207 +26%
JP Morgan Chase
24
JP Morgan Chase
New York
$9.39M -$3.46M -31,956 -25%
Morgan Stanley
25
Morgan Stanley
New York
$9.2M -$4.41M -40,812 -30%

SCL Hedge Fund Activity: Q1 2022 in Review

209 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q1 2022, worth a combined $1.71B — down 20% from $2.14B a quarter earlier.

Fund positioning in SCL was balanced in Q1 2022: 24 funds opened new positions, 24 closed out, 75 added to existing stakes and 73 trimmed.

The largest buyer was State Street, adding an estimated $16.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $16M.

  • 209 institutional investors held Stepan Co (SCL) as of Q1 2022, down from 211 in Q4 2021.
  • Funds reported $1.71B of Stepan Co stock for Q1 2022, down 20% quarter-over-quarter.
  • 24 funds opened new Stepan Co positions in Q1 2022 and 24 closed out, a net change of 0 holders.
  • The largest Stepan Co buyer in Q1 2022 was State Street, an estimated $16.4M added.
  • The largest Stepan Co seller in Q1 2022 was T. Rowe Price Associates, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2022.