Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STEPAN CO (SCL)

200 + Investors. Track Smart Money conviction in SCL. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — SCL

Based on 196 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SCL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
196 funds currently hold this stock — 92% of the 3.0-year high of 213 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SCL is almost the same as a year ago (+5 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

107 buying94 selling
Last quarter: 107 funds bought or added vs 94 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new SCL position: 26 → 32 → 28 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

70% of holders stayed for 2+ years

70% conviction (2yr+) 12% medium 17% new
138 out of 196 hedge funds have held SCL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~34 new funds/quarter

14 → 26 → 32 → 28 → 34 new funds/Q
New funds entering each quarter: 26 → 32 → 28 → 34. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 76% of holders stayed 2+ years

76% veterans 8% 1-2yr 17% new
Of 200 current holders: 151 (76%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
33 of 196 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in SCL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SCL

How many hedge funds hold SCL — quarterly history vs. share price
Quarterly hedge fund ownership of SCL vs. share price

Market Analysis: SCL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCL

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 0 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: SCL
2026 Q1 Stats Unlock in 18 days 200 + Investors

Track Smart Money conviction in SCL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 200 193 3.63%
13F Shares 19M 20M -0.78%
Total Value $918M $936M -1.97%
New Positions 34 30 +4
Increased Positions 82 71 +11
Closed Positions 26 30 -4
Reduced Positions 76 75 +1
Total Calls 3 4 -25.0%
Total Puts 1 3 -66.67%
PUT/CALL Ratio 0.33 0.75 Bullish

Statistics: SCL

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

200 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SCL. Verified SEC 13F-HR filings.

Top 25 institutional holders of SCL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GRACE & WHITE INC /NY 1.23% 139,013 $6.9M
2 O'Keefe Stevens Advisory, Inc. 1.05% 85,021 $4.2M
3 Pullen Investment Management, LLC 1.01% 40,285 $2.0M
4 DEPRINCE RACE & ZOLLO INC 0.89% 947,452 $47.4M
5 SummerHaven Investment Management, LLC 0.36% 11,860 $593K
6 ROMANO BROTHERS AND COMPANY 0.13% 22,585 $1.1M
7 Greenfield Seitz Capital Management, LLC 0.12% 8,018 $401K
8 AlphaQuest LLC 0.07% 27,075 $1.3M
9 North Star Investment Management Corp. 0.05% 17,000 $850K
10 Inspire Investing, LLC 0.04% 10,325 $516K
11 HOWE & RUSLING INC 0.02% 5,071 $253K
12 ADIRONDACK TRUST CO 0.01% 800 $40K
13 ProShare Advisors LLC 0.01% 133,955 $6.7M
14 Ethic Inc. 0.01% 11,721 $586K
15 Versant Capital Management, Inc 0.01% 1,698 $85K
16 Louisiana State Employees Retirement System 0.01% 9,500
17 State of Alaska, Department of Revenue 0.01% 11,637
18 Forum Financial Management, LP 0.00% 5,895 $295K
19 TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% 19,962 $998K
20 FINANCIAL CONSULATE, INC 0.00% 638 $32K
21 SG Americas Securities, LLC 0.00% 63,873 $3K
22 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% 5,737 $287K
23 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 0.00% 4,916 $246K
24 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 27,236 $1K
25 Police & Firemen's Retirement System of New Jersey 0.00% 5,953 $298K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — STEPAN CO (SCL)

What does the Smart Money Trend signal show for SCL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SCL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SCL?

Slight buying edge — 53% buying: Last quarter: 107 funds bought or added vs 94 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SCL holders?

Elite ownership — 42% AUM from top-100 funds: 33 of 196 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in SCL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SCL?

70% of holders stayed for 2+ years: 138 out of 196 hedge funds have held SCL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.