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Stepan Co
SCL

Overview Fund Activity

209 hedge funds and large institutions have $1.71B invested in Stepan Co in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-2
Holders Change %
-0.95%
% of All Funds
3.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
75
Reduced
73
Closed
24
Calls
$1.75M
Puts
$790K
Net Calls
+$959K
Net Calls Change
-$967K

Top Buyers

1
State Street
1
State Street
Massachusetts
$171M
2
BlackRock
2
BlackRock
New York
$369M
3
WHG
3
Westwood Holdings Group
Texas
$61.7M
4
SAM
4
Southernsun Asset Management
Tennessee
$35M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$6.57M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.27M
2
Millennium Management
2
Millennium Management
New York
$1.02M
3
KCM
3
Kennedy Capital Management
Missouri
$250K
4
Morgan Stanley
4
Morgan Stanley
New York
$9.2M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
176
SignatureFD
Georgia
$13K +$765 +8 +6%
EWA
177
EverSource Wealth Advisors
Alabama
$13K +$3.37K +34 +35%
TPCW
178
TD Private Client Wealth
New York
$12.9K +$10.4K +105 +404%
CCM
179
Copeland Capital Management
Pennsylvania
$12K – – –
TWA
180
TCI Wealth Advisors
Arizona
$12K +$9.76K +96 +436%
GAM
181
Gemmer Asset Management
California
$8K – – –
SPIA
182
Steward Partners Investment Advisory
New York
$8K – – –
PFBT
183
Parkside Financial Bank & Trust
Missouri
$5K -$1.41K -13 -22%
Pacer Advisors
184
Pacer Advisors
Pennsylvania
$5K -$1.17K -11 -19%
KFP
185
KB Financial Partners
New Jersey
$5K – – –
TFP
186
Tilia Fiduciary Partners
North Carolina
$5K – – –
TFO
187
Tarbox Family Office
California
$4K – – –
Bessemer Group
188
Bessemer Group
New Jersey
$3K -$7.7K -77 -72%
AssetMark Inc
189
AssetMark Inc
California
$3K -$462 -4 -13%
SWM
190
Sugarloaf Wealth Management
Georgia
$3K – – –
SBL
191
Sargent Bickham Lagudis
Colorado
$3K – – –
National Bank of Canada
192
National Bank of Canada
Quebec, Canada
$2K -$2.84M -28,375 -100%
PCG
193
Private Capital Group
Connecticut
$2K – – –
S
194
Surevest
California
$2K – – –
ZB
195
Zions Bancorporation
Utah
$2K +$2K +19 New
STCOSD
196
Sageworth Trust Company of South Dakota
South Dakota
$1K -$5.46K -60 -85%
C
197
Covestor
United Kingdom
$1K -$2.27K -25 -69%
PA
198
Parallel Advisors
California
$1K -$1.21K -17 -55%
JWA
199
JFS Wealth Advisors
Pennsylvania
$1K +$300 +3 +43%
GRP
200
Global Retirement Partners
California
$1K +$1K +7 New
6 7
8
9 10