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Stepan Co
SCL

Overview Fund Activity

193 hedge funds and large institutions have $1.8B invested in Stepan Co in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 34 closing their positions.

Holders
193
Holders Change
-6
Holders Change %
-3.02%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
63
Reduced
69
Closed
34
Calls
$1.7M
Puts
$501K
Net Calls
+$1.2M
Net Calls Change
+$630K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$97M
2
Victory Capital Management
2
Victory Capital Management
Texas
$48.9M
3
BlackRock
3
BlackRock
New York
$331M
4
NIG
4
NFJ Investment Group
Texas
$29.4M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$4.88M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$68.6M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$193M
3
WHG
3
Westwood Holdings Group
Texas
$65.2M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$440K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$331M 3,498,133 +187,302 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$242M 2,562,730 +14,038 +0.6%
HighTower Advisors
3
HighTower Advisors
Illinois
$193M 2,046,439 -118,643 -5%
State Street
4
State Street
Massachusetts
$115M 1,212,248 +9,899 +0.8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$114M 1,201,133 +31,641 +3%
Morgan Stanley
6
Morgan Stanley
New York
$97M 1,025,948 +561,908 +121%
First Trust Advisors
7
First Trust Advisors
Illinois
$68.6M 725,396 -201,273 -22%
WHG
8
Westwood Holdings Group
Texas
$65.2M 689,772 -58,131 -8%
Victory Capital Management
9
Victory Capital Management
Texas
$48.9M 516,704 +507,371 +5,436%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$42.9M 453,652 +23,048 +5%
DRZID
11
DePrince Race & Zollo Inc (DRZ)
Florida
$38.6M 408,279 +23,687 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$30.7M 324,703 +772 +0.2%
Charles Schwab
13
Charles Schwab
California
$30.6M 323,556 +25,570 +9%
NIG
14
NFJ Investment Group
Texas
$29.4M 310,959 +136,908 +79%
SAM
15
Southernsun Asset Management
Tennessee
$29M 306,380 -31,179 -9%
Northern Trust
16
Northern Trust
Illinois
$26.4M 279,034 +336 +0.1%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$16.7M 177,121 +1,547 +0.9%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$13.5M 142,603 +19,010 +15%
Norges Bank
19
Norges Bank
Norway
$12.9M 136,111 -14,211 -9%
Invesco
20
Invesco
Georgia
$12.6M 133,049 +1,808 +1%
Bank of America
21
Bank of America
North Carolina
$12.3M 129,619 +33,364 +35%
American Century Companies
22
American Century Companies
Missouri
$11.9M 126,089 +5,933 +5%
GWI
23
Grace & White Inc
New York
$11.6M 122,847 +25,100 +26%
Principal Financial Group
24
Principal Financial Group
Iowa
$10.5M 110,764 -3,690 -3%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$9.95M 105,217 +24,721 +31%
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