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Stepan Co
SCL

Overview Fund Activity

209 hedge funds and large institutions have $1.47B invested in Stepan Co in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+22
Holders Change %
+11.76%
% of All Funds
4.53%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
35
Increased
76
Reduced
60
Closed
11
Calls
$5M
Puts
$1.21M
Net Calls
+$3.79M
Net Calls Change
+$3.98M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$149M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.14M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$7.66M
4
PAM
4
Panagora Asset Management
Massachusetts
$21.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$201M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$1.22M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$0
4
DIA
4
Dean Investment Associates
Ohio
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
176
Versant Capital Management
Arizona
$50K +$430 +5 +0.9%
AAM
177
Advisors Asset Management
Colorado
$50K +$50K +577 New
OWA
178
One Wealth Advisors
California
$46K +$46K +525 New
PHK
179
Point72 Hong Kong
Hong Kong
$44K +$44K +507 New
Fidelity Investments
180
Fidelity Investments
Massachusetts
$30K +$19.6K +223 +189%
SWA
181
Sutton Wealth Advisors
Florida
$26.7K – – –
CCM
182
Copeland Capital Management
Pennsylvania
$25K +$523 +6 +2%
FHA
183
First Horizon Advisors
Tennessee
$25K +$3.67K +43 +17%
Federated Hermes
184
Federated Hermes
Pennsylvania
$23K -$2.11K -24 -8%
Loomis, Sayles & Company
185
Loomis, Sayles & Company
Massachusetts
$22K -$1.43K -16 -6%
LTFS
186
Ladenburg Thalmann Financial Services
Florida
$22K +$707 +8 +3%
WAM
187
Wealthspire Advisors (Maryland)
Maryland
$22K +$2.95K +33 +15%
IAS
188
IMA Advisory Services
Colorado
$13K – – –
GAM
189
Gemmer Asset Management
California
$8K – – –
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$8K – – –
PA
191
Parallel Advisors
California
$8K +$8K +91 New
PCM
192
Prelude Capital Management
New York
$7K -$8.07K -98 -54%
SPL
193
Smart Portfolios LLC
Washington
$6K – – –
NFG
194
Next Financial Group
Texas
$4K -$9.24K -104 -70%
AIM
195
Advantage Investment Management
Iowa
$4K -$560 -7 -12%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$4K – – –
OAM
197
Oppenheimer Asset Management
New York
$4K – – –
NFH
198
NEXT Financial Holdings
Texas
$4K +$4K +45 New
MNBTD
199
Moody National Bank Trust Division
Texas
$4K +$4K +51 New
MSA
200
Marino Stram & Associates
Massachusetts
$3K +$529 +6 +21%
5 6 7
8
9