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Stepan Co

215 hedge funds and large institutions have $1.54B invested in Stepan Co in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

8% more funds holding

Funds holding: 200215 (+15)

4% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 70

0.5% less ownership

Funds ownership: 82.3%81.79% (-0.5%)

7% less capital invested

Capital invested by funds: $1.66B → $1.54B (-$114M)

Holders
215
Holders Change
+15
Holders Change %
+7.5%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
73
Reduced
70
Closed
16
Calls
$864K
Puts
Net Calls
+$864K
Net Calls Change
-$451K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$281M -$5.28M -61,783 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$214M -$1.53M -17,891 -0.7%
HighTower Advisors
3
HighTower Advisors
Illinois
$142M -$15.2M -177,466 -9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$107M +$2.93M +34,264 +3%
State Street
5
State Street
Massachusetts
$98.9M -$2.37M -27,793 -2%
WHG
6
Westwood Holdings Group
Texas
$62.7M +$4.52M +52,944 +8%
Victory Capital Management
7
Victory Capital Management
Texas
$58.8M -$1.84M -21,498 -3%
First Trust Advisors
8
First Trust Advisors
Illinois
$47.3M -$9.62M -112,591 -17%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$40.5M +$1.54M +18,034 +4%
Morgan Stanley
10
Morgan Stanley
New York
$38.2M -$4.3M -50,376 -10%
DRZID
11
DePrince Race & Zollo Inc (DRZ)
Florida
$35.6M +$1.48M +17,361 +4%
Charles Schwab
12
Charles Schwab
California
$29.8M +$1.38M +16,098 +5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$27.3M +$559K +6,542 +2%
SAM
14
Southernsun Asset Management
Tennessee
$23.4M +$1.38M +16,168 +6%
NIG
15
NFJ Investment Group
Texas
$21.8M -$2.89M -33,804 -12%
Northern Trust
16
Northern Trust
Illinois
$21.3M -$1.65M -19,275 -7%
American Century Companies
17
American Century Companies
Missouri
$17.7M +$6.1M +71,431 +51%
GAM
18
Gotham Asset Management
New York
$14.2M +$14.4M +168,822 New
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$10.8M -$3.53M -41,375 -24%
Bank of America
20
Bank of America
North Carolina
$10.6M +$308K +3,609 +3%
GWI
21
Grace & White Inc
New York
$10.3M
Invesco
22
Invesco
Georgia
$10M -$713K -8,344 -7%
JP Morgan Chase
23
JP Morgan Chase
New York
$10M -$1.94M -22,668 -16%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$9.74M +$726K +8,498 +8%
Principal Financial Group
25
Principal Financial Group
Iowa
$8.85M -$424K -4,968 -5%

SCL Hedge Fund Activity: Q2 2024 in Review

215 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q2 2024, worth a combined $1.54B — down 6.9% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SCL positions and 16 closed out — a net gain of 17 holders — while 73 added to existing stakes and 70 trimmed.

The largest buyer was Gotham Asset Management, opening a new position worth an estimated $14.4M. The largest seller was HighTower Advisors, cutting an estimated $15.2M.

  • 215 institutional investors held Stepan Co (SCL) as of Q2 2024, up from 200 in Q1 2024.
  • Funds reported $1.54B of Stepan Co stock for Q2 2024, down 6.9% quarter-over-quarter.
  • 33 funds opened new Stepan Co positions in Q2 2024 and 16 closed out, a net change of +17 holders.
  • The largest Stepan Co buyer in Q2 2024 was Gotham Asset Management, an estimated $14.4M added.
  • The largest Stepan Co seller in Q2 2024 was HighTower Advisors, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2024.