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Stepan Co
SCL

Overview Fund Activity

206 hedge funds and large institutions have $1.79B invested in Stepan Co in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-4
Holders Change %
-1.9%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
67
Reduced
75
Closed
22
Calls
$1.69M
Puts
$1.13M
Net Calls
+$556K
Net Calls Change
-$1.75M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$62.2M
2
Millennium Management
2
Millennium Management
New York
$5.34M
3
UBS Group
3
UBS Group
Switzerland
$5.64M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$13.6M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$41.4M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$753K
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$8.94M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$0
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
BlackRock
5
BlackRock
New York
$377M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
201
Everence Capital Management
Indiana
$408 – – –
SIC
202
SJS Investment Consulting
Ohio
$310 -$413 -4 -57%
AF
203
Advisornet Financial
Minnesota
$309 -$309 -3 -50%
Commonwealth Equity Services
204
Commonwealth Equity Services
Massachusetts
$223 -$16 -159 -7%
TWP
205
TFO Wealth Partners
Ohio
$103 -$1.85K -18 -95%
Assenagon Asset Management
206
Assenagon Asset Management
Luxembourg
– -$3.35M -31,425 Closed
Baird Financial Group
207
Baird Financial Group
Wisconsin
– -$2.43M -22,825 Closed
CI
208
CX Institutional
Indiana
– -$1.32M -12,363 Closed
AIM
209
Ausbil Investment Management
Australia
– -$982K -8,661 Closed
Squarepoint
210
Squarepoint
New York
– -$623K -5,852 Closed
D.E. Shaw & Co
211
D.E. Shaw & Co
New York
– -$614K -5,768 Closed
GCP
212
GSA Capital Partners
United Kingdom
– -$539K -5,059 Closed
DekaBank Deutsche Girozentrale
213
DekaBank Deutsche Girozentrale
Germany
– -$393K -3,681 Closed
PI
214
Putnam Investments
Massachusetts
– -$388K -3,649 Closed
DT
215
Diversified Trust
Tennessee
– -$260K -2,443 Closed
AIM
216
Aigen Investment Management
New York
– -$222K -2,083 Closed
DTL
217
Dynamic Technology Lab
Singapore
– -$201K -1,887 Closed
SWA
218
Sutton Wealth Advisors
Florida
– -$73.7K -692 Closed
OWA
219
One Wealth Advisors
California
– -$73K -686 Closed
Lazard Asset Management
220
Lazard Asset Management
New York
– -$38K -365 Closed
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
– -$20K -191 Closed
BAM
222
Belpointe Asset Management
Nevada
– -$3.19K -30 Closed
National Bank of Canada
223
National Bank of Canada
Quebec, Canada
– -$2.13K -17 Closed
CWP
224
Concord Wealth Partners
Virginia
– -$958 -9 Closed
ACM
225
AUA Capital Management
Pennsylvania
– -$745 -7 Closed
6 7 8
9
10