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Stepan Co
SCL

Overview Fund Activity

206 hedge funds and large institutions have $1.79B invested in Stepan Co in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-4
Holders Change %
-1.9%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
67
Reduced
75
Closed
22
Calls
$1.69M
Puts
$1.13M
Net Calls
+$556K
Net Calls Change
-$1.75M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$62.2M
2
Millennium Management
2
Millennium Management
New York
$5.34M
3
UBS Group
3
UBS Group
Switzerland
$5.64M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$13.6M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$41.4M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$753K
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$8.94M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$0
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
BlackRock
5
BlackRock
New York
$377M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
126
Raymond James & Associates
Florida
$415K -$145K -1,411 -26%
HSBC Holdings
127
HSBC Holdings
United Kingdom
$407K -$402K -3,943 -50%
SAM
128
Shell Asset Management
Netherlands
$401K -$1.44K -14 -0.4%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$400K – – –
JF
130
Jump Financial
Illinois
$382K +$382K +3,708 New
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$382K – – –
MFS
132
Mirabella Financial Services
United Kingdom
$380K +$380K +3,685 New
EI
133
Ethic Inc
New York
$373K +$6.7K +65 +2%
SIA
134
Sit Investment Associates
Minnesota
$371K +$144K +1,400 +64%
PTC
135
Petrus Trust Company
Texas
$366K – – –
CSS
136
Cubist Systematic Strategies
Connecticut
$344K +$344K +3,335 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$343K -$10.2K -99 -3%
Allianz Asset Management
138
Allianz Asset Management
Germany
$337K +$337K +3,273 New
HR
139
Howe & Rusling
New York
$335K – – –
TA
140
TFG Advisers
Michigan
$315K -$1.65K -16 -0.5%
US Bancorp
141
US Bancorp
Minnesota
$309K -$206 -2 -0.1%
Amundi
142
Amundi
France
$307K +$307K +3,032 New
IWM
143
IHT Wealth Management
Illinois
$304K -$10.4K -101 -3%
HBWM
144
Hollow Brook Wealth Management
New York
$303K – – –
Osaic Holdings
145
Osaic Holdings
Arizona
$290K -$22.4K -217 -7%
PAM
146
Panagora Asset Management
Massachusetts
$265K – – –
CFD
147
Creative Financial Designs
Indiana
$253K +$19K +184 +8%
GC
148
Gratus Capital
Georgia
$252K – – –
PAMS
149
Pictet Asset Management (Switzerland)
Switzerland
$250K – – –
CC
150
Centiva Capital
New York
$227K +$227K +2,200 New
4 5
6
7 8