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Stepan Co
SCL

Overview Fund Activity

193 hedge funds and large institutions have $1.8B invested in Stepan Co in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-6
Holders Change %
-3.02%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
63
Reduced
69
Closed
34
Calls
$1.7M
Puts
$501K
Net Calls
+$1.2M
Net Calls Change
+$630K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$97M
2
Victory Capital Management
2
Victory Capital Management
Texas
$48.9M
3
BlackRock
3
BlackRock
New York
$331M
4
NIG
4
NFJ Investment Group
Texas
$29.4M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$4.88M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$68.6M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$193M
3
WHG
3
Westwood Holdings Group
Texas
$65.2M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$440K
Name Holding Trade Value Shares
Change 		Shares
Change %
MYAM
51
Meiji Yasuda Asset Management
Japan
$2.09M -$102K -1,075 -5%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$1.79M -$46.3K -490 -3%
BG
53
Bahl & Gaynor
Ohio
$1.74M -$572K -6,052 -25%
TPSF
54
Texas Permanent School Fund
Texas
$1.74M +$30.4K +322 +2%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$1.47M +$692K +7,315 +89%
Wells Fargo
56
Wells Fargo
California
$1.37M -$120K -1,274 -8%
WSCM
57
Wellington Shields Capital Management
New York
$1.37M – – –
AG
58
Algert Global
California
$1.34M -$1.94M -20,500 -59%
LCM
59
Legato Capital Management
California
$1.27M -$125K -1,322 -9%
DCM
60
Dean Capital Management
Kansas
$1.27M -$125K -1,322 -9%
Citigroup
61
Citigroup
New York
$1.24M +$291K +3,083 +31%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$1.24M +$88.6K +937 +8%
SOADOR
63
State of Alaska Department of Revenue
Alaska
$1.24M -$14K -148 -1%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$1.21M -$47.4K -501 -4%
US Bancorp
65
US Bancorp
Minnesota
$1.2M +$839K +8,870 +230%
Voloridge Investment Management
66
Voloridge Investment Management
Florida
$1.18M -$2.46M -26,048 -68%
IMRF
67
Illinois Municipal Retirement Fund
Illinois
$1.14M -$103K -1,094 -8%
AIG
68
American International Group
New York
$1.1M -$9.08K -96 -0.8%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$1.09M -$35.4K -374 -3%
MIM
70
MetLife Investment Management
New Jersey
$1.07M – – –
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$1.05M +$18.6K +195 +2%
HCA
72
Harbor Capital Advisors
Illinois
$1.05M +$90.4K +956 +9%
Deutsche Bank
73
Deutsche Bank
Germany
$1.03M +$7.19K +76 +0.7%
LSERS
74
Louisiana State Employees Retirement System
Louisiana
$1M -$18.9K -200 -2%
YCM
75
Yousif Capital Management
Michigan
$995K – – –
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3
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