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Stepan Co
SCL

Overview Fund Activity

199 hedge funds and large institutions have $1.35B invested in Stepan Co in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+4
Holders Change %
+2.05%
% of All Funds
3.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
66
Reduced
69
Closed
24
Calls
$1.09M
Puts
$517K
Net Calls
+$570K
Net Calls Change
-$509K

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$28.8M
2
HighTower Advisors
HighTower Advisors
Illinois
$162M
3
First Trust Advisors
First Trust Advisors
Illinois
$69.5M
4
NIG
NFJ Investment Group
Texas
$13M
5
WHG
Westwood Holdings Group
Texas
$56.1M

Top Sellers

1
State Street
State Street
Massachusetts
$90.1M
2
BlackRock
BlackRock
New York
$248M
3
Empower Advisory Group
Empower Advisory Group
Colorado
$426K
4
SAM
Southernsun Asset Management
Tennessee
$25.3M
5
Norges Bank
Norges Bank
Norway
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
176
AssetMark Inc
California
$5.47K +$1.13K +15 +26%
SPIA
177
Steward Partners Investment Advisory
New York
$5.02K -$375 -5 -7%
Mitsubishi UFJ Asset Management
178
Mitsubishi UFJ Asset Management
Japan
$3.37K +$3.37K +45 New
BAAM
179
Baker Avenue Asset Management
California
$2.92K -$375 -5 -11%
Pacer Advisors
180
Pacer Advisors
Pennsylvania
$2.47K – – –
SWM
181
Sugarloaf Wealth Management
Georgia
$2.1K – – –
KFP
182
KB Financial Partners
New Jersey
$2K – – –
TPCW
183
TD Private Client Wealth
New York
$1.95K – – –
AF
184
Allworth Financial
California
$1.43K -$9.45K -126 -87%
MCM
185
Manchester Capital Management
Vermont
$1.28K -$300 -4 -19%
PFBT
186
Parkside Financial Bank & Trust
Missouri
$1.2K -$150 -2 -11%
FMII
187
Farmers & Merchants Investments Inc
Nebraska
$1.2K – – –
JWA
188
JFS Wealth Advisors
Pennsylvania
$1.2K +$225 +3 +23%
GWS
189
Glassman Wealth Services
Virginia
$1.2K +$1.2K +16 New
AWA
190
Authentikos Wealth Advisory
California
$975 +$975 +13 New
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$900 -$1.5K -20 -63%
FFA
192
Farther Finance Advisors
California
$600 – – –
AWM
193
Abound Wealth Management
Tennessee
$375 – – –
SIC
194
SJS Investment Consulting
Ohio
$225 -$150 -2 -40%
AF
195
Advisornet Financial
Minnesota
$150 -$300 -4 -67%
TWP
196
TFO Wealth Partners
Ohio
$96 – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
197
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$1.84M -19,307 Closed
HI
198
HBK Investments
Texas
– -$586K -6,130 Closed
MAM
199
Martingale Asset Management
Massachusetts
– -$584K -6,112 Closed
ECM
200
Everence Capital Management
Indiana
– -$364K -3,960 Closed
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