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Stepan Co
SCL

Overview Fund Activity

198 hedge funds and large institutions have $1.66B invested in Stepan Co in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+5
Holders Change %
+2.59%
% of All Funds
2.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
60
Reduced
73
Closed
16
Calls
$1.55M
Puts
$234K
Net Calls
+$1.32M
Net Calls Change
+$115K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$65M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$112M
3
Millennium Management
3
Millennium Management
New York
$3.72M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$6.34M
5
CP
5
CenterBook Partners
Connecticut
$2.41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.5M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$168M
3
BlackRock
3
BlackRock
New York
$307M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$60.9M
5
SAM
5
Southernsun Asset Management
Tennessee
$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
126
KeyBank National Association
Ohio
$338K +$107K +1,183 +46%
Jacobs Levy Equity Management
127
Jacobs Levy Equity Management
New Jersey
$332K – – –
Daiwa Securities Group
128
Daiwa Securities Group
Japan
$332K +$98.5K +1,093 +42%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$330K -$450 -5 -0.1%
MOACM
130
Mutual of America Capital Management
New York
$330K -$5.22K -58 -2%
Mariner
131
Mariner
Kansas
$325K -$12.8K -142 -4%
Public Employees Retirement Association of Colorado
132
Public Employees Retirement Association of Colorado
Colorado
$321K -$12.8K -142 -4%
XT
133
XTX Topco
Cayman Islands
$300K +$300K +3,328 New
HSBC Holdings
134
HSBC Holdings
United Kingdom
$282K +$282K +3,137 New
LWAM
135
Legacy Wealth Asset Management
Minnesota
$276K +$900 +10 +0.3%
IWM
136
IHT Wealth Management
Illinois
$255K – – –
VPIM
137
Vanguard Personalized Indexing Management
California
$248K +$21.2K +235 +9%
ACM
138
Aquatic Capital Management
Illinois
$243K +$243K +2,700 New
I
139
InceptionR
California
$230K +$36.7K +408 +19%
HR
140
Howe & Rusling
New York
$230K +$230K +2,549 New
SAM
141
Shell Asset Management
Netherlands
$225K -$22.6K -268 -9%
TA
142
TFG Advisers
Michigan
$220K -$22K -244 -9%
Pictet Asset Management
143
Pictet Asset Management
Switzerland
$218K – – –
QCG
144
Quadrant Capital Group
Ohio
$214K +$4.23K +47 +2%
CFM
145
Catalyst Funds Management
Australia
$205K +$205K +2,280 New
AIP
146
Ameritas Investment Partners
Nebraska
$191K – – –
Fidelity Investments
147
Fidelity Investments
Massachusetts
$121K -$8.64K -96 -7%
IA
148
IFP Advisors
Florida
$108K – – –
S
149
SignatureFD
Georgia
$103K +$3.78K +42 +4%
MLICM
150
Metropolitan Life Insurance Company (MetLife)
New York
$101K -$9.09K -101 -8%
4 5
6
7 8