SCL icon

Stepan Co
SCL

Overview Fund Activity

211 hedge funds and large institutions have $2.14B invested in Stepan Co in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+8
Holders Change %
+3.94%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
75
Reduced
63
Closed
23
Calls
$2.18M
Puts
$249K
Net Calls
+$1.93M
Net Calls Change
-$1.02M

Top Buyers

1
BlackRock
1
BlackRock
New York
$450M
2
WHG
2
Westwood Holdings Group
Texas
$68.2M
3
Millennium Management
3
Millennium Management
New York
$17.2M
4
State Street
4
State Street
Massachusetts
$196M
5
Morgan Stanley
5
Morgan Stanley
New York
$16.6M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Wells Fargo
2
Wells Fargo
California
$3.41M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$42.8M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$3.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
201
Sugarloaf Wealth Management
Georgia
$3K – – –
PCG
202
Private Capital Group
Connecticut
$3K – – –
TWC
203
TD Waterhouse Canada
Ontario, Canada
$2.5K +$2.5K +20 New
S
204
Surevest
California
$2K +$2K +17 New
Manulife (Manufacturers Life Insurance)
205
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.26K +$3 +22 +0.2%
FPS
206
Fieldpoint Private Securities
Connecticut
$1K – – –
ACM
207
AUA Capital Management
Pennsylvania
$1K – – –
SC
208
Schubert & Co
Texas
$1K +$1K +5 New
JWA
209
JFS Wealth Advisors
Pennsylvania
$1K +$1K +7 New
SFM
210
Signet Financial Management
New Jersey
$1K +$1K +10 New
Wellington Management Group
211
Wellington Management Group
Massachusetts
– -$24.1M -213,806 Closed
Nordea Investment Management
212
Nordea Investment Management
Sweden
– -$5.93M -51,302 Closed
LSV Asset Management
213
LSV Asset Management
Illinois
– -$5.25M -46,500 Closed
State of New Jersey Common Pension Fund D
214
State of New Jersey Common Pension Fund D
New Jersey
– -$2.64M -23,359 Closed
PCM
215
Prelude Capital Management
New York
– -$1.13M -10,005 Closed
JIC
216
Johnson Investment Counsel
Ohio
– -$1.02M -9,060 Closed
E
217
Ergoteles
New York
– -$804K -7,122 Closed
HF
218
HRT Financial
New York
– -$791K -7,009 Closed
ZIM
219
Zacks Investment Management
Illinois
– -$447K -3,957 Closed
Jane Street
220
Jane Street
New York
– -$414K -3,668 Closed
VRS
221
Virginia Retirement Systems
Virginia
– -$294K -2,600 Closed
Qube Research & Technologies (QRT)
222
Qube Research & Technologies (QRT)
United Kingdom
– -$262K -2,320 Closed
AIM
223
Aigen Investment Management
New York
– -$231K -2,047 Closed
VWM
224
Venturi Wealth Management
Texas
– -$215K -1,900 Closed
CIM
225
Contravisory Investment Management
Massachusetts
– -$207K -1,834 Closed
6 7 8
9
10