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Stepan Co

174 hedge funds and large institutions have $1.53B invested in Stepan Co in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-20
Holders Change %
-10.31%
% of All Funds
3.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
52
Reduced
79
Closed
33
Calls
$7.19M
Puts
$1.03M
Net Calls
+$6.16M
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
151
Sutton Wealth Advisors
Florida
$42.6K +$15.7K +177 +58%
IUHSA
152
Itau Unibanco Holding S.A.
Brazil
$35K -$59.3K -669 -63%
VCM
153
Versant Capital Management
Arizona
$33K -$5.16K -60 -14%
MAWCM
154
Mine & Arao Wealth Creation & Management
California
$22K
Federated Hermes
155
Federated Hermes
Pennsylvania
$22K +$1.33K +15 +6%
Lazard Asset Management
156
Lazard Asset Management
New York
$20K +$7.77K +89 +64%
ASN
157
Advisory Services Network
Georgia
$17K +$15.6K +175 +1,094%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$15K +$15K +174 New
CCM
159
Copeland Capital Management
Pennsylvania
$11K
SPIA
160
Steward Partners Investment Advisory
New York
$10K
NFG
161
Next Financial Group
Texas
$9K -$3.89K -45 -30%
GAM
162
Gemmer Asset Management
California
$8K
AF
163
Allworth Financial
California
$6K +$6K +63 New
CFD
164
Creative Financial Designs
Indiana
$5K +$5K +55 New
TFO
165
Tarbox Family Office
California
$4K
PA
166
Procyon Advisors
Connecticut
$3K -$2.69K -35 -47%
TPCW
167
TD Private Client Wealth
New York
$2.3K
SFS
168
Sowell Financial Services
Arkansas
$2K
SWM
169
Sugarloaf Wealth Management
Georgia
$2K
HGWM
170
Harvest Group Wealth Management
Massachusetts
$1K -$526 -10 -34%
PFBT
171
Parkside Financial Bank & Trust
Missouri
$1K -$313 -5 -24%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +12 New
FGAM
173
Financial Gravity Asset Management
Texas
$336 +$84 +1 +33%
FP
174
Foundry Partners
Minnesota
-$7.74M -75,574 Closed
HF
175
HRT Financial
New York
-$4.79M -46,726 Closed