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.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — SCL

Based on 206 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 — 93% of 3.0Y peak

93% of all-time peak
206 funds currently hold this stock — 93% of the 3.0-year high of 222 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 (+1 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

113 buying97 selling
Last quarter: 113 funds bought or added vs 97 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 → 33 → 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+) ■ 13% medium ■ 17% new
144 out of 206 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

20 → 26 → 33 → 28 → 34 new funds/Q
New funds entering each quarter: 26 → 33 → 28 → 34. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 75% of holders stayed 2+ years

■ 75% veterans ■ 8% 1-2yr ■ 18% new
Of 210 current holders: 157 (75%) 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 — 46% AUM from top-100 funds

46% from top-100 AUM funds
47 of 206 holders are among the 100 largest funds by AUM, controlling 46% 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.

Institutional Sentiment Summary — SCL

In 2025 Q4, 113 hedge funds were net buyers of SCL (34 opened a new position, 79 added to an existing one), while 97 reduced or exited (73 trimmed, 24 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 46% of total institutional value in SCL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 206.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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 4 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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Valuation Measures Data as of: --

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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.

QUARTER:
Top 25 institutional holders of SCL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SOUTHERNSUN ASSET MANAGEMENT, LLC 2.74% 378,799 $18.9M
2 TOWLE & CO 2.06% 105,940 $5.3M
3 GRACE & WHITE INC /NY 1.23% 139,013 $6.9M
4 Dean Capital Management 1.19% 57,248 $2.9M
5 O'Keefe Stevens Advisory, Inc. 1.05% 85,021 $4.2M
6 Pullen Investment Management, LLC 1.01% 40,285 $2.0M
7 DEPRINCE RACE & ZOLLO INC 0.89% 947,452 $47.4M
8 DEAN INVESTMENT ASSOCIATES, LLC 0.58% 81,749 $4.1M
9 SummerHaven Investment Management, LLC 0.36% 11,860 $593K
10 VARCOV Co. 0.29% 15,670 $783K
11 Numerai GP LLC 0.26% 52,674 $2.6M
12 CenterBook Partners LP 0.17% 64,908 $3.2M
13 PDT Partners, LLC 0.16% 54,115 $2.7M
14 Penn Capital Management Company, LLC 0.15% 39,656 $2.0M
15 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.15% 152,579 $7.6M
16 ALGERT GLOBAL LLC 0.14% 190,795 $10K
17 Legato Capital Management LLC 0.14% 29,855 $1.5M
18 ROMANO BROTHERS AND COMPANY 0.13% 22,585 $1.1M
19 Greenfield Seitz Capital Management, LLC 0.12% 8,018 $401K
20 GENDELL JEFFREY L 0.11% 165,520 $8.3M
21 DARK FOREST CAPITAL MANAGEMENT LP 0.10% 22,077 $1.1M
22 HighTower Advisors, LLC 0.08% 1,590,065 $79.5M
23 AlphaQuest LLC 0.07% 27,075 $1.3M
24 Wellington Shields Capital Management, LLC 0.06% 7,500 $375K
25 Empowered Funds, LLC 0.06% 174,376 $8.7M
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 — 54% buying: Last quarter: 113 funds bought or added vs 97 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 — 46% AUM from top-100 funds: 47 of 206 holders are among the 100 largest funds by AUM, controlling 46% 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: 144 out of 206 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.