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

Top Sellers

1
State Street
1
State Street
Massachusetts
$90.1M
2
BlackRock
2
BlackRock
New York
$248M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$426K
4
SAM
4
Southernsun Asset Management
Tennessee
$25.3M
5
Norges Bank
5
Norges Bank
Norway
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
201
Panagora Asset Management
Massachusetts
– -$246K -2,570 Closed
HF
202
HRT Financial
New York
– -$243K -2,547 Closed
GC
203
Gratus Capital
Georgia
– -$234K -2,446 Closed
Mackenzie Financial
204
Mackenzie Financial
Ontario, Canada
– -$217K -2,270 Closed
Commonwealth Equity Services
205
Commonwealth Equity Services
Massachusetts
– -$212K -2,220 Closed
IAA
206
Independent Advisor Alliance
North Carolina
– -$210K -2,194 Closed
KCM
207
Kennedy Capital Management
Missouri
– -$200K -2,096 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
208
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$95.6K -1,000 Closed
Simplex Trading
209
Simplex Trading
Illinois
– -$62K -659 Closed
FPB
210
First PREMIER Bank
South Dakota
– -$19K -200 Closed
LC
211
Lindbrook Capital
California
– -$9.84K -103 Closed
EWA
212
EverSource Wealth Advisors
Alabama
– -$9.46K -99 Closed
TFP
213
Tilia Fiduciary Partners
North Carolina
– -$4.66K -49 Closed
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
– -$3.92K -41 Closed
BTI
215
Blue Trust Inc
Georgia
– -$3K -30 Closed
RI
216
Ridgewood Investments
New Jersey
– -$2.49K -26 Closed
Bessemer Group
217
Bessemer Group
New Jersey
– -$2K -18 Closed
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
– -$764 -8 Closed
DI
219
Disciplined Investments
Oklahoma
– -$382 -4 Closed
GRP
220
Global Retirement Partners
California
– -$287 -3 Closed
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