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Stepan Co
SCL

203 hedge funds and large institutions have $1.62B invested in Stepan Co in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26,956% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $9K

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding

Funds holding: 202 → 203 (+1)

0.26% less ownership

Funds ownership: 77.78% → 77.52% (-0.26%)

8% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 75

8% less capital invested

Capital invested by funds: $1.76B → $1.62B (-$142M)

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
69
Reduced
75
Closed
19
Calls
$2.44M
Puts
$9K
Net Calls
+$2.43M
Net Calls Change
+$616K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$11.6M
2
SAM
Southernsun Asset Management
Tennessee
+$4.6M
3
NIG
NFJ Investment Group
Texas
+$4.19M
4
Goldman Sachs
Goldman Sachs
New York
+$3.74M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.9M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$19.8M
2
State Street
State Street
Massachusetts
-$10M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.51M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$3.41M
5
Bank of America
Bank of America
North Carolina
-$3.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$343M -$19.8M -190,300 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$237M +$2.9M +27,858 +1%
HighTower Advisors
3
HighTower Advisors
Illinois
$186M +$118K +1,136 +0.1%
State Street
4
State Street
Massachusetts
$174M -$10M -96,206 -5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$96.9M +$2.66M +25,541 +3%
WHG
6
Westwood Holdings Group
Texas
$51.4M -$2.12M -20,405 -4%
SAM
7
Southernsun Asset Management
Tennessee
$37.3M +$4.6M +44,231 +13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$34.9M +$474K +4,555 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$31.7M -$3.51M -33,778 -9%
Charles Schwab
10
Charles Schwab
California
$24.9M +$992K +9,530 +4%
Northern Trust
11
Northern Trust
Illinois
$24.4M -$2.65M -25,479 -9%
Norges Bank
12
Norges Bank
Norway
$19.9M +$1.88M +18,100 +9%
ACM
13
Atlanta Capital Management
Georgia
$19.7M -$1M -9,633 -4%
PCA
14
Personal Capital Advisors
California
$16.1M +$444K +4,269 +3%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$14.3M +$1.12M +10,722 +8%
Morgan Stanley
16
Morgan Stanley
New York
$14.1M -$3.85K -37 -0%
Millennium Management
17
Millennium Management
New York
$13.6M +$11.6M +111,752 +335%
Invesco
18
Invesco
Georgia
$13.1M -$100K -965 -0.7%
Principal Financial Group
19
Principal Financial Group
Iowa
$12.2M -$71.7K -689 -0.5%
N
20
Nuveen
North Carolina
$11.9M -$125K -1,203 -0.9%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$9.79M -$3.41M -32,769 -24%
NIG
22
NFJ Investment Group
Texas
$9.31M +$4.19M +40,310 +78%
American Century Companies
23
American Century Companies
Missouri
$8.74M -$697K -6,698 -7%
JP Morgan Chase
24
JP Morgan Chase
New York
$8.66M -$461K -4,427 -5%
Ameriprise
25
Ameriprise
Minnesota
$8.15M -$271K -2,600 -3%
1
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SCL Hedge Fund Activity: Q3 2022 in Review

203 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2022, worth a combined $1.62B — down 8% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SCL positions and 19 closed out — a net gain of 2 holders — while 69 added to existing stakes and 75 trimmed.

The largest buyer was Millennium Management, adding an estimated $11.6M. The largest seller was BlackRock, cutting an estimated $19.8M.

  • 203 institutional investors held Stepan Co (SCL) as of Q3 2022, up from 202 in Q2 2022.
  • Funds reported $1.62B of Stepan Co stock for Q3 2022, down 8% quarter-over-quarter.
  • 21 funds opened new Stepan Co positions in Q3 2022 and 19 closed out, a net change of +2 holders.
  • The largest Stepan Co buyer in Q3 2022 was Millennium Management, an estimated $11.6M added.
  • The largest Stepan Co seller in Q3 2022 was BlackRock, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2022.