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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$377M 3,659,081 -19,333 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$264M 2,564,476 +7,058 +0.3%
HighTower Advisors
3
HighTower Advisors
Illinois
$206M 1,997,290 +3,409 +0.2%
State Street
4
State Street
Massachusetts
$192M 1,865,919 +9,345 +0.5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$110M 1,070,150 +10,121 +1%
WHG
6
Westwood Holdings Group
Texas
$62.2M 603,494 +49,350 +9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$41.4M 401,517 +16,033 +4%
Morgan Stanley
8
Morgan Stanley
New York
$41.1M 399,153 -11,212 -3%
SAM
9
Southernsun Asset Management
Tennessee
$40.7M 395,224 -97 -0%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$33.7M 327,260 -4,054 -1%
Charles Schwab
11
Charles Schwab
California
$28.5M 276,705 +2,882 +1%
Northern Trust
12
Northern Trust
Illinois
$27.5M 267,324 +280 +0.1%
Norges Bank
13
Norges Bank
Norway
$21M 203,395 -9,100 -4%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$19.6M 189,898 -9,564 -5%
Invesco
15
Invesco
Georgia
$14.3M 139,106 +2,099 +2%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$13.6M 131,830 +28,925 +28%
Principal Financial Group
17
Principal Financial Group
Iowa
$13.1M 127,630 -1,495 -1%
Empower Advisory Group
18
Empower Advisory Group
Colorado
$12.6M 122,910 +122,910 New
American Century Companies
19
American Century Companies
Missouri
$10.9M 107,432 +14,887 +16%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$10.7M 103,935 -784 -0.7%
ProShare Advisors
21
ProShare Advisors
Maryland
$9.58M 93,025 +7,786 +9%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$8.94M 86,765 -43,939 -34%
Bank of America
23
Bank of America
North Carolina
$8.66M 84,008 +3,557 +4%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$8.58M 83,285 +1,178 +1%
Ameriprise
25
Ameriprise
Minnesota
$8.19M 79,451 -3,509 -4%
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