SCL icon

Stepan Co
SCL

Overview Fund Activity

226 hedge funds and large institutions have $2.06B invested in Stepan Co in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+19
Holders Change %
+9.18%
% of All Funds
4.01%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
69
Reduced
80
Closed
15
Calls
$8.15M
Puts
$1.34M
Net Calls
+$6.81M
Net Calls Change
+$472K

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$38.2M
2
BlackRock
2
BlackRock
New York
$396M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$275M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.42M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$14.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.54M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$14.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.64M
4
EAM
4
Eagle Asset Management
Florida
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
201
Quadrant Capital Group
Ohio
$5K – – –
TFO
202
Tarbox Family Office
California
$5K – – –
Pacer Advisors
203
Pacer Advisors
Pennsylvania
$5K +$217 +2 +5%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$5K +$2.5K +20 +100%
IPW
205
IronBridge Private Wealth
Texas
$5K +$5K +46 New
Bessemer Group
206
Bessemer Group
New Jersey
$4K -$2K -15 -33%
AssetMark Inc
207
AssetMark Inc
California
$4K +$250 +2 +7%
TPCW
208
TD Private Client Wealth
New York
$3.1K – – –
CFA
209
Carroll Financial Associates
North Carolina
$3K – – –
TWA
210
TCI Wealth Advisors
Arizona
$3K – – –
SWM
211
Sugarloaf Wealth Management
Georgia
$3K – – –
TFGT
212
TS Financial Group (TSFG)
Illinois
$3K +$3K +23 New
SBL
213
Sargent Bickham Lagudis
Colorado
$3K +$3K +26 New
TCOV
214
Trust Company of Vermont
Vermont
$3K +$3K +26 New
LGA
215
Lebenthal Global Advisors
New York
$3K +$3K +27 New
Toronto Dominion Bank
216
Toronto Dominion Bank
Ontario, Canada
$3K +$3K +28 New
ASN
217
Advisory Services Network
Georgia
$2K – – –
HGWM
218
Harvest Group Wealth Management
Massachusetts
$2K – – –
AIG
219
American International Group
New York
$1.73K -$43 -359 -2%
MAM
220
Meeder Asset Management
Ohio
$1K -$270K -2,698 -100%
ACM
221
AUA Capital Management
Pennsylvania
$1K – – –
BWA
222
BDO Wealth Advisors
Florida
$1K – – –
MCM
223
Manchester Capital Management
Vermont
$1K +$1K +5 New
FPS
224
Fieldpoint Private Securities
Connecticut
$1K +$1K +5 New
PCG
225
Private Capital Group
Connecticut
$1K +$1K +9 New
6 7 8
9
10