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Stepan Co
SCL

Overview Fund Activity

195 hedge funds and large institutions have $1.72B invested in Stepan Co in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-11
Holders Change %
-5.34%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
64
Reduced
79
Closed
25
Calls
$1.26M
Puts
$182K
Net Calls
+$1.08M
Net Calls Change
+$523K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$75.5M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$17.7M
3
State Street
3
State Street
Massachusetts
$190M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$108M
5
WHG
5
Westwood Holdings Group
Texas
$61.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$330M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$52.5K
4
Norges Bank
4
Norges Bank
Norway
$17M
5
Millennium Management
5
Millennium Management
New York
$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
176
KB Financial Partners
New Jersey
$3K – – –
SWM
177
Sugarloaf Wealth Management
Georgia
$2.68K – – –
TPCW
178
TD Private Client Wealth
New York
$2.49K -$10K -105 -80%
RI
179
Ridgewood Investments
New Jersey
$2.49K – – –
MCM
180
Manchester Capital Management
Vermont
$2.01K +$2.01K +21 New
Bessemer Group
181
Bessemer Group
New Jersey
$2K +$2K +18 New
PFBT
182
Parkside Financial Bank & Trust
Missouri
$1.72K -$2.96K -31 -63%
FMII
183
Farmers & Merchants Investments Inc
Nebraska
$1.53K – – –
JWA
184
JFS Wealth Advisors
Pennsylvania
$1.24K – – –
C
185
Covestor
United Kingdom
$1K +$143 +1 +17%
FFA
186
Farther Finance Advisors
California
$764 -$573 -6 -43%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$764 +$764 +8 New
AF
188
Advisornet Financial
Minnesota
$573 +$287 +3 +100%
SIC
189
SJS Investment Consulting
Ohio
$478 +$191 +2 +67%
AWM
190
Abound Wealth Management
Tennessee
$478 +$478 +5 New
DI
191
Disciplined Investments
Oklahoma
$382 -$96 -1 -20%
GRP
192
Global Retirement Partners
California
$287 -$383 -4 -57%
TWP
193
TFO Wealth Partners
Ohio
$96 – – –
Fuller & Thaler Asset Management
194
Fuller & Thaler Asset Management
California
– -$10.7M -103,935 Closed
E
195
Ergoteles
New York
– -$2.01M -19,484 Closed
Two Sigma Investments
196
Two Sigma Investments
New York
– -$1.06M -10,310 Closed
SG Americas Securities
197
SG Americas Securities
New York
– -$915K -8,885 Closed
Qube Research & Technologies (QRT)
198
Qube Research & Technologies (QRT)
United Kingdom
– -$909K -8,822 Closed
I
199
InceptionR
California
– -$875K -8,488 Closed
SGI
200
Summit Global Investments
Utah
– -$732K -7,100 Closed
5 6 7
8
9