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Stepan Co

206 hedge funds and large institutions have $1.79B invested in Stepan Co in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-4
Holders Change %
-1.9%
% of All Funds
3.3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
67
Reduced
75
Closed
22
Calls
$1.69M
Puts
$1.13M
Net Calls
+$556K
Net Calls Change
-$1.75M
Name Holding Trade Value Shares
Change
Shares
Change %
S
176
SignatureFD
Georgia
$11.8K
IAIM
177
International Assets Investment Management
Florida
$10.6K +$10.6K +103 New
EWA
178
EverSource Wealth Advisors
Alabama
$10.2K -$3.3K -32 -24%
HGERS
179
Householder Group Estate & Retirement Specialist
Arizona
$10K +$10K +101 New
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$9.07K +$7.01K +68 +340%
LC
181
Lindbrook Capital
California
$8.24K +$309 +3 +4%
SPIA
182
Steward Partners Investment Advisory
New York
$8.04K -$515 -5 -6%
AssetMark Inc
183
AssetMark Inc
California
$5.98K -$103 -1 -2%
BAAM
184
Baker Avenue Asset Management
California
$5.15K
PFBT
185
Parkside Financial Bank & Trust
Missouri
$5.05K -$515 -5 -9%
TFP
186
Tilia Fiduciary Partners
North Carolina
$5K +$102 +1 +2%
Simplex Trading
187
Simplex Trading
Illinois
$5K +$5K +53 New
Pacer Advisors
188
Pacer Advisors
Pennsylvania
$3.09K
KFP
189
KB Financial Partners
New Jersey
$3K
SWM
190
Sugarloaf Wealth Management
Georgia
$2.89K
RI
191
Ridgewood Investments
New Jersey
$2.68K +$2.68K +26 New
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$1.65K
FFA
193
Farther Finance Advisors
California
$1.44K
SC
194
Schubert & Co
Texas
$1.34K -$618 -6 -32%
JWA
195
JFS Wealth Advisors
Pennsylvania
$1.34K -$412 -4 -24%
EI
196
Ellevest Inc
New York
$1.13K +$1.13K +11 New
C
197
Covestor
United Kingdom
$1K -$500 -3 -33%
PA
198
Parallel Advisors
California
$933
GRP
199
Global Retirement Partners
California
$631
DI
200
Disciplined Investments
Oklahoma
$515