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Stepan Co
SCL

Overview Fund Activity

195 hedge funds and large institutions have $1.72B invested in Stepan Co in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-11
Holders Change %
-5.34%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
64
Reduced
79
Closed
25
Calls
$1.26M
Puts
$182K
Net Calls
+$1.08M
Net Calls Change
+$523K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$75.5M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$17.7M
3
State Street
3
State Street
Massachusetts
$190M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$108M
5
WHG
5
Westwood Holdings Group
Texas
$61.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$330M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$52.5K
4
Norges Bank
4
Norges Bank
Norway
$17M
5
Millennium Management
5
Millennium Management
New York
$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$331K +$12.8K +134 +4%
TA
127
TFG Advisers
Michigan
$293K +$765 +8 +0.3%
HR
128
Howe & Rusling
New York
$292K -$18.7K -196 -6%
TRCT
129
Tower Research Capital (TRC)
New York
$284K +$228K +2,385 +404%
HBWM
130
Hollow Brook Wealth Management
New York
$281K – – –
IWM
131
IHT Wealth Management
Illinois
$270K -$11.1K -116 -4%
Amundi
132
Amundi
France
$270K -$19.6K -205 -7%
PAM
133
Panagora Asset Management
Massachusetts
$246K – – –
HF
134
HRT Financial
New York
$243K -$457K -4,795 -65%
CFD
135
Creative Financial Designs
Indiana
$238K +$3.06K +32 +1%
GC
136
Gratus Capital
Georgia
$234K – – –
PAMS
137
Pictet Asset Management (Switzerland)
Switzerland
$231K – – –
Mackenzie Financial
138
Mackenzie Financial
Ontario, Canada
$217K +$16.6K +174 +8%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$212K +$5.06K +53 +2%
IAA
140
Independent Advisor Alliance
North Carolina
$210K -$293K -3,069 -58%
DTL
141
Dynamic Technology Lab
Singapore
$207K +$207K +2,163 New
KCM
142
Kennedy Capital Management
Missouri
$200K -$4.01K -42 -2%
AIP
143
Ameritas Investment Partners
Nebraska
$163K – – –
KBC Group
144
KBC Group
Belgium
$156K -$14.8K -155 -9%
IA
145
IFP Advisors
Florida
$115K – – –
MLICM
146
Metropolitan Life Insurance Company (MetLife)
New York
$113K – – –
Fidelity Investments
147
Fidelity Investments
Massachusetts
$102K -$1.79M -18,722 -95%
Daiwa Securities Group
148
Daiwa Securities Group
Japan
$99K +$99K +1,031 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
149
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$95.6K +$95.6K +1,000 New
Osaic Holdings
150
Osaic Holdings
Arizona
$87.6K -$181K -1,898 -67%
4 5
6
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