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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 %
ASRS
101
Arizona State Retirement System
Arizona
$591K -$10.6K -112 -2%
OPERF
102
Oregon Public Employees Retirement Fund
Oregon
$588K -$9.46K -100 -2%
FFM
103
Forum Financial Management
Illinois
$586K -$35.5K -375 -6%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$575K – – –
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$536K +$85.8K +907 +19%
QCMNJ
106
Quantum Capital Management (New Jersey)
New Jersey
$474K – – –
BC
107
Burney Company
Virginia
$454K – – –
Acadian Asset Management
108
Acadian Asset Management
Massachusetts
$450K – – –
TRCT
109
Tower Research Capital (TRC)
New York
$440K +$408K +4,313 +1,257%
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$440K -$4.07M -43,035 -90%
COPPSERS
111
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$434K -$909K -9,611 -68%
Brown Advisory
112
Brown Advisory
Maryland
$397K – – –
Handelsbanken Fonder
113
Handelsbanken Fonder
Sweden
$394K – – –
Millennium Management
114
Millennium Management
New York
$390K -$1.15M -12,136 -75%
II
115
Inspire Investing
Idaho
$384K -$3.4K -36 -0.9%
Balyasny Asset Management
116
Balyasny Asset Management
Illinois
$367K -$1.24M -13,102 -77%
CJ
117
Caitlin John
Michigan
$363K +$363K +3,841 New
Mariner
118
Mariner
Kansas
$355K -$102K -1,084 -22%
MOACM
119
Mutual of America Capital Management
New York
$352K -$284 -3 -0.1%
Public Employees Retirement Association of Colorado
120
Public Employees Retirement Association of Colorado
Colorado
$351K – – –
Jacobs Levy Equity Management
121
Jacobs Levy Equity Management
New Jersey
$349K +$349K +3,688 New
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$347K +$106K +1,121 +44%
SIA
123
Sit Investment Associates
Minnesota
$340K – – –
NYLIM
124
New York Life Investment Management
New York
$319K -$7.38K -78 -2%
LWAM
125
Legacy Wealth Asset Management
Minnesota
$288K -$99.8K -1,055 -26%
3 4
5
6 7