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Stepan Co
SCL

Overview Fund Activity

198 hedge funds and large institutions have $1.66B invested in Stepan Co in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+5
Holders Change %
+2.59%
% of All Funds
2.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
60
Reduced
73
Closed
16
Calls
$1.55M
Puts
$234K
Net Calls
+$1.32M
Net Calls Change
+$115K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$65M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$112M
3
Millennium Management
3
Millennium Management
New York
$3.72M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$6.34M
5
CP
5
CenterBook Partners
Connecticut
$2.41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.5M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$168M
3
BlackRock
3
BlackRock
New York
$307M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$60.9M
5
SAM
5
Southernsun Asset Management
Tennessee
$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
176
EverSource Wealth Advisors
Alabama
$4.07K +$3.65K +44 +880%
Mitsubishi UFJ Asset Management
177
Mitsubishi UFJ Asset Management
Japan
$4.05K – – –
MCM
178
Manchester Capital Management
Vermont
$3.78K -$630 -7 -14%
Bessemer Group
179
Bessemer Group
New Jersey
$3K – – –
LFA
180
LGT Financial Advisors
Texas
$2.88K – – –
SWM
181
Sugarloaf Wealth Management
Georgia
$2.52K – – –
Pacer Advisors
182
Pacer Advisors
Pennsylvania
$2.43K – – –
FFA
183
Farther Finance Advisors
California
$2.21K -$177 -2 -7%
BIA
184
Bell Investment Advisors
California
$1.89K – – –
FMII
185
Farmers & Merchants Investments Inc
Nebraska
$1.44K – – –
JWA
186
JFS Wealth Advisors
Pennsylvania
$1.35K +$721 +8 +114%
A
187
AlphaQuest
New York
$1.35K +$1.35K +15 New
PS
188
Principal Securities
Iowa
$1.26K – – –
PWMG
189
Private Wealth Management Group
New Jersey
$1.26K – – –
PFBT
190
Parkside Financial Bank & Trust
Missouri
$901 – – –
UB
191
UMB Bank
Missouri
$720 +$720 +8 New
SIC
192
SJS Investment Consulting
Ohio
$541 – – –
SAM
193
Smartleaf Asset Management
Massachusetts
$448 +$448 +5 New
DPW
194
DiNuzzo Private Wealth
Pennsylvania
$361 – – –
AWM
195
Abound Wealth Management
Tennessee
$361 – – –
ECM
196
Everence Capital Management
Indiana
$246 – – –
TWP
197
TFO Wealth Partners
Ohio
$90 – – –
AG
198
Algert Global
California
– -$1.34M -14,215 Closed
HCA
199
Harbor Capital Advisors
Illinois
– -$1.05M -11,055 Closed
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
– -$763K -8,073 Closed
5 6 7
8
9