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Stepan Co
SCL

Overview Fund Activity

190 hedge funds and large institutions have $1.23B invested in Stepan Co in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-10
Holders Change %
-5%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
78
Reduced
63
Closed
25
Calls
$6.19M
Puts
$3.43M
Net Calls
+$2.76M
Net Calls Change
+$3.05M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$33.8M
2
Millennium Management
2
Millennium Management
New York
$10.7M
3
Norges Bank
3
Norges Bank
Norway
$37.4M
4
Wells Fargo
4
Wells Fargo
California
$7.45M
5
Bank of America
5
Bank of America
North Carolina
$15.8M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$30.5M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$2.34M
3
Franklin Resources
3
Franklin Resources
California
$0
4
BCM
4
Bridgeway Capital Management
Texas
$9.43M
5
ZIM
5
Zacks Investment Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
176
First Horizon Advisors
Tennessee
$17K – – –
YWP
177
YorkBridge Wealth Partners
New York
$17K +$256 +3 +2%
NFG
178
Next Financial Group
Texas
$15K -$18K -210 -55%
SWA
179
Sutton Wealth Advisors
Florida
$12.1K – – –
RWA
180
Ropes Wealth Advisors
Massachusetts
$10K +$10K +116 New
GAM
181
Gemmer Asset Management
California
$8K – – –
FMII
182
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
FMA
183
FNY Managed Accounts
New York
$7K +$7K +92 New
WT
184
Whittier Trust
California
$5K +$5K +63 New
OAM
185
Oppenheimer Asset Management
New York
$4K – – –
AFNAS
186
American Financial Network Advisory Services
California
$4K +$4K +42 New
ASN
187
Advisory Services Network
Georgia
$1K – – –
PFBT
188
Parkside Financial Bank & Trust
Missouri
$1K – – –
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
PHK
190
Point72 Hong Kong
Hong Kong
$1K +$1K +11 New
Franklin Resources
191
Franklin Resources
California
– -$5.66M -65,000 Closed
ZIM
192
Zacks Investment Management
Illinois
– -$3.39M -38,854 Closed
Nordea Investment Management
193
Nordea Investment Management
Sweden
– -$2.08M -23,900 Closed
CAM
194
ClariVest Asset Management
California
– -$2.08M -23,900 Closed
HW
195
Hancock Whitney
Mississippi
– -$1.25M -14,368 Closed
WG
196
Winton Group
United Kingdom
– -$835K -9,582 Closed
BIM
197
Bogle Investment Management
Massachusetts
– -$720K -8,274 Closed
CIBC World Market
198
CIBC World Market
Ontario, Canada
– -$639K -7,328 Closed
AW
199
Alpha Windward
Massachusetts
– -$471K -5,400 Closed
Citadel Advisors
200
Citadel Advisors
Florida
– -$400K -4,593 Closed
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