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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 %
Allianz Asset Management
126
Allianz Asset Management
Germany
$287K -$132K -1,396 -32%
Amundi
127
Amundi
France
$281K +$25.7K +289 +10%
HBWM
128
Hollow Brook Wealth Management
New York
$278K – – –
SAM
129
Shell Asset Management
Netherlands
$278K -$82.4K -872 -23%
IWM
130
IHT Wealth Management
Illinois
$268K – – –
SSA
131
Schonfeld Strategic Advisors
New York
$264K +$264K +2,791 New
ECM
132
Everence Capital Management
Indiana
$258K +$258K +2,730 New
TA
133
TFG Advisers
Michigan
$255K -$7.75K -82 -3%
LPL Financial
134
LPL Financial
California
$253K +$253K +2,677 New
SRL
135
Scientech Research LLC
New Jersey
$253K +$253K +2,674 New
Daiwa Securities Group
136
Daiwa Securities Group
Japan
$245K -$3.78K -40 -2%
KeyBank National Association
137
KeyBank National Association
Ohio
$243K +$243K +2,567 New
VPIM
138
Vanguard Personalized Indexing Management
California
$239K +$239K +2,523 New
GC
139
Gratus Capital
Georgia
$231K +$231K +2,446 New
Pictet Asset Management
140
Pictet Asset Management
Switzerland
$229K +$229K +2,422 New
CFD
141
Creative Financial Designs
Indiana
$222K -$23.7K -251 -10%
QCG
142
Quadrant Capital Group
Ohio
$221K +$197K +2,082 +829%
I
143
InceptionR
California
$203K +$203K +2,149 New
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$203K +$203K +2,150 New
AIP
145
Ameritas Investment Partners
Nebraska
$200K – – –
Fidelity Investments
146
Fidelity Investments
Massachusetts
$136K +$66K +698 +95%
MLICM
147
Metropolitan Life Insurance Company (MetLife)
New York
$116K – – –
IA
148
IFP Advisors
Florida
$113K – – –
SG Americas Securities
149
SG Americas Securities
New York
$108K -$212K -2,247 -66%
S
150
SignatureFD
Georgia
$104K +$90.3K +955 +645%
4 5
6
7 8