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Stepan Co
SCL

Overview Fund Activity

211 hedge funds and large institutions have $2.14B invested in Stepan Co in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+8
Holders Change %
+3.94%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
75
Reduced
63
Closed
23
Calls
$2.18M
Puts
$249K
Net Calls
+$1.93M
Net Calls Change
-$1.02M

Top Buyers

1
BlackRock
1
BlackRock
New York
$450M
2
WHG
2
Westwood Holdings Group
Texas
$68.2M
3
Millennium Management
3
Millennium Management
New York
$17.2M
4
State Street
4
State Street
Massachusetts
$196M
5
Morgan Stanley
5
Morgan Stanley
New York
$16.6M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Wells Fargo
2
Wells Fargo
California
$3.41M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$42.8M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$3.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
151
Crossmark Global Holdings
Texas
$242K +$242K +1,950 New
Osaic Holdings
152
Osaic Holdings
Arizona
$239K -$1.99K -16 -0.8%
6M
153
6 Meridian
Kansas
$232K +$1.37K +11 +0.6%
PAM
154
Panagora Asset Management
Massachusetts
$226K -$154K -1,238 -40%
Balyasny Asset Management
155
Balyasny Asset Management
Illinois
$224K +$224K +1,799 New
1IA
156
1620 Investment Advisors
Massachusetts
$215K +$215K +1,733 New
RJFSA
157
Raymond James Financial Services Advisors
Florida
$212K +$212K +1,704 New
AIP
158
Ameritas Investment Partners
Nebraska
$210K – – –
VI
159
Vestcor Inc
New Brunswick, Canada
$169K -$19K -153 -10%
CFD
160
Creative Financial Designs
Indiana
$167K +$19.5K +157 +13%
IA
161
IFP Advisors
Florida
$150K – – –
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$140K +$1.87K +15 +1%
EVM
163
Eaton Vance Management
Massachusetts
$127K +$47.3K +383 +59%
SWA
164
Sutton Wealth Advisors
Florida
$59.9K – – –
HNB
165
Huntington National Bank
Ohio
$59K +$124 +1 +0.2%
QT
166
Quantbot Technologies
New York
$48K +$35.7K +291 +291%
MAWCM
167
Mine & Arao Wealth Creation & Management
California
$31K – – –
VCM
168
Versant Capital Management
Arizona
$31K – – –
PHK
169
Point72 Hong Kong
Hong Kong
$25K +$25K +198 New
Fidelity Investments
170
Fidelity Investments
Massachusetts
$21K -$249 -2 -1%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$19K -$1.31K -11 -6%
GWSG
172
GPS Wealth Strategies Group
Colorado
$19K – – –
SOW
173
State of Wyoming
Wyoming
$17K +$17K +138 New
S
174
SignatureFD
Georgia
$16K -$2.5K -20 -14%
CCM
175
Copeland Capital Management
Pennsylvania
$15K – – –
5 6
7
8 9