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Stepan Co
SCL

194 hedge funds and large institutions have $1.72B invested in Stepan Co in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

593% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $182K

2.52% more ownership

Funds ownership: 77.97% → 80.49% (+2.5%)

4% less capital invested

Capital invested by funds: $1.79B → $1.72B (-$67.9M)

6% less funds holding

Funds holding: 207 → 194 (-13)

19% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 79

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

Holders
194
Holders Change
-13
Holders Change %
-6.28%
% of All Funds
3.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
64
Reduced
79
Closed
26
Calls
$1.26M
Puts
$182K
Net Calls
+$1.08M
Net Calls Change
+$523K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$71.2M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$17.6M
3
State Street
State Street
Massachusetts
+$11.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.58M
5
WHG
Westwood Holdings Group
Texas
+$4.19M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$19.6M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$10.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.91M
4
Norges Bank
Norges Bank
Norway
-$2.45M
5
Millennium Management
Millennium Management
New York
-$2.43M

SCL Hedge Fund Activity: Q2 2023 in Review

194 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q2 2023, worth a combined $1.72B — down 3.8% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of SCL and 14 opened new positions — a net loss of 12 holders — while 79 trimmed existing stakes and 64 added.

The largest buyer was First Trust Advisors, adding an estimated $71.2M. The largest seller was BlackRock, cutting an estimated $19.6M.

  • 194 institutional investors held Stepan Co (SCL) as of Q2 2023, down from 207 in Q1 2023.
  • Funds reported $1.72B of Stepan Co stock for Q2 2023, down 3.8% quarter-over-quarter.
  • 14 funds opened new Stepan Co positions in Q2 2023 and 26 closed out, a net change of -12 holders.
  • The largest Stepan Co buyer in Q2 2023 was First Trust Advisors, an estimated $71.2M added.
  • The largest Stepan Co seller in Q2 2023 was BlackRock, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2023.