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Stepan Co

202 hedge funds and large institutions have $1.76B invested in Stepan Co in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $2.48M | Put options by funds: $665K

3% more capital invested

Capital invested by funds: $1.71B → $1.76B (+$44.9M)

0.38% more ownership

Funds ownership: 77.4%77.78% (+0.38%)

5% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 75

3% less funds holding

Funds holding: 209202 (-7)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
71
Reduced
75
Closed
20
Calls
$2.48M
Puts
$665K
Net Calls
+$1.81M
Net Calls Change
+$851K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$391M +$12.4M +119,961 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$253M +$1.99M +19,292 +0.8%
HighTower Advisors
3
HighTower Advisors
Illinois
$202M -$59.5K -576 -0%
State Street
4
State Street
Massachusetts
$198M +$22.9M +221,795 +13%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$102M +$85.1K +823 +0.1%
WHG
6
Westwood Holdings Group
Texas
$57.7M -$5.75M -55,617 -9%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$37.8M +$3.13M +30,303 +9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$37.3M +$51.3K +496 +0.1%
SAM
9
Southernsun Asset Management
Tennessee
$35.8M -$44.9K -434 -0.1%
Northern Trust
10
Northern Trust
Illinois
$29M -$934K -9,038 -3%
Charles Schwab
11
Charles Schwab
California
$26M +$1.33M +12,830 +5%
ACM
12
Atlanta Capital Management
Georgia
$22.3M -$817K -7,906 -3%
Norges Bank
13
Norges Bank
Norway
$19.7M +$787K +7,617 +4%
PCA
14
Personal Capital Advisors
California
$17M +$396K +3,827 +2%
Morgan Stanley
15
Morgan Stanley
New York
$15.2M +$5.93M +57,323 +62%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$14.4M -$1.26M -12,149 -8%
Invesco
17
Invesco
Georgia
$14.2M -$2.6M -25,191 -15%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$13.9M +$1.89M +18,272 +15%
Principal Financial Group
19
Principal Financial Group
Iowa
$13.3M -$953K -9,223 -7%
N
20
Nuveen
North Carolina
$12.9M -$2.88M -27,847 -18%
American Century Companies
21
American Century Companies
Missouri
$10.1M +$303K +2,929 +3%
JP Morgan Chase
22
JP Morgan Chase
New York
$9.82M +$193K +1,866 +2%
Bank of America
23
Bank of America
North Carolina
$9.56M -$2.11M -20,392 -18%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$9.52M -$1.23M -11,879 -11%
Ameriprise
25
Ameriprise
Minnesota
$9.08M -$45.1K -436 -0.5%

SCL Hedge Fund Activity: Q2 2022 in Review

202 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q2 2022, worth a combined $1.76B — up 2.6% from $1.71B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SCL and 18 opened new positions — a net loss of 2 holders — while 75 trimmed existing stakes and 71 added.

The largest buyer was State Street, adding an estimated $22.9M. The largest seller was Westwood Holdings Group, cutting an estimated $5.75M.

  • 202 institutional investors held Stepan Co (SCL) as of Q2 2022, down from 209 in Q1 2022.
  • Funds reported $1.76B of Stepan Co stock for Q2 2022, up 2.6% quarter-over-quarter.
  • 18 funds opened new Stepan Co positions in Q2 2022 and 20 closed out, a net change of -2 holders.
  • The largest Stepan Co buyer in Q2 2022 was State Street, an estimated $22.9M added.
  • The largest Stepan Co seller in Q2 2022 was Westwood Holdings Group, an estimated $5.75M sold.

Based on aggregated 13F filings for Q2 2022.