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Stepan Co

231 hedge funds and large institutions have $1.44B invested in Stepan Co in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,715% more call options, than puts

Call options by funds: $4.05M | Put options by funds: $46K

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

7% more funds holding

Funds holding: 215231 (+16)

0.91% more ownership

Funds ownership: 81.79%82.7% (+0.91%)

7% less capital invested

Capital invested by funds: $1.54B → $1.44B (-$107M)

17% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 84

Holders
231
Holders Change
+16
Holders Change %
+7.44%
% of All Funds
3.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
70
Reduced
84
Closed
22
Calls
$4.05M
Puts
$46K
Net Calls
+$4.01M
Net Calls Change
+$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$258M -$808K -10,193 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$196M -$939K -11,843 -0.5%
HighTower Advisors
3
HighTower Advisors
Illinois
$117M -$14.3M -180,647 -11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$99.8M +$1.02M +12,918 +1%
State Street
5
State Street
Massachusetts
$92.3M +$1.39M +17,530 +1%
WHG
6
Westwood Holdings Group
Texas
$66.5M +$9M +113,579 +15%
First Trust Advisors
7
First Trust Advisors
Illinois
$49.7M +$6.3M +79,433 +14%
Morgan Stanley
8
Morgan Stanley
New York
$43.4M +$8.42M +106,177 +23%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$40.9M +$8.39M +105,778 +25%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$37.6M +$379K +4,777 +1%
American Century Companies
11
American Century Companies
Missouri
$30.6M +$14.7M +184,878 +87%
Charles Schwab
12
Charles Schwab
California
$28.9M +$1.49M +18,854 +5%
SAM
13
Southernsun Asset Management
Tennessee
$23.9M +$2.43M +30,703 +11%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$23M -$2.21M -27,902 -9%
Northern Trust
15
Northern Trust
Illinois
$19.2M -$406K -5,125 -2%
CAM
16
Cresset Asset Management
Illinois
$13.5M +$5.91M +74,498 +74%
GAM
17
Gotham Asset Management
New York
$13.1M +$110K +1,384 +0.8%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$13M +$4.1M +51,662 +45%
JP Morgan Chase
19
JP Morgan Chase
New York
$11M +$1.87M +23,626 +20%
Goldman Sachs
20
Goldman Sachs
New York
$10.6M +$6.4M +80,773 +142%
GWI
21
Grace & White Inc
New York
$9.36M -$119K -1,500 -1%
Millennium Management
22
Millennium Management
New York
$8.5M +$5.89M +74,291 +208%
ProShare Advisors
23
ProShare Advisors
Maryland
$7.91M +$2.08M +26,228 +34%
Principal Financial Group
24
Principal Financial Group
Iowa
$7.71M -$447K -5,639 -5%
Invesco
25
Invesco
Georgia
$7.64M -$1.63M -20,552 -17%

SCL Hedge Fund Activity: Q3 2024 in Review

231 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2024, worth a combined $1.44B — down 7% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SCL positions and 22 closed out — a net gain of 16 holders — while 70 added to existing stakes and 84 trimmed.

The largest buyer was American Century Companies, adding an estimated $14.7M. The largest seller was Victory Capital Management, cutting an estimated $54.7M.

  • 231 institutional investors held Stepan Co (SCL) as of Q3 2024, up from 215 in Q2 2024.
  • Funds reported $1.44B of Stepan Co stock for Q3 2024, down 7% quarter-over-quarter.
  • 38 funds opened new Stepan Co positions in Q3 2024 and 22 closed out, a net change of +16 holders.
  • The largest Stepan Co buyer in Q3 2024 was American Century Companies, an estimated $14.7M added.
  • The largest Stepan Co seller in Q3 2024 was Victory Capital Management, an estimated $54.7M sold.

Based on aggregated 13F filings for Q3 2024.