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StepStone Group

128 hedge funds and large institutions have $1.27B invested in StepStone Group in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 32

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

2% more funds holding

Funds holding: 125128 (+3)

2.12% more ownership

Funds ownership: 77.97%80.08% (+2.1%)

19% less capital invested

Capital invested by funds: $1.57B → $1.27B (-$292M)

99% less call options, than puts

Call options by funds: $93K | Put options by funds: $7.73M

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
56
Reduced
32
Closed
18
Calls
$93K
Puts
$7.73M
Net Calls
-$7.64M
Net Calls Change
-$8.74M
Name Holding Trade Value Shares
Change
Change in
Stake
IG
26
Inherent Group
New York
$5.64M
Bank of New York Mellon
27
Bank of New York Mellon
New York
$5.55M +$242K +8,888 +4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.69M -$197K -7,249 -4%
Millennium Management
29
Millennium Management
New York
$4.21M -$2.04M -75,019 -32%
Ohio Public Employees Retirement System (OPERS)
30
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.82M -$1.17M -42,893 -23%
Invesco
31
Invesco
Georgia
$3.39M -$123K -4,510 -3%
OCM
32
Osterweis Capital Management
California
$3.27M +$3.42M +125,740 New
Swiss National Bank
33
Swiss National Bank
Switzerland
$2.98M +$38.1K +1,400 +1%
Truist Financial
34
Truist Financial
North Carolina
$2.94M -$29.8K -1,094 -1%
Deutsche Bank
35
Deutsche Bank
Germany
$2.9M -$1.85M -67,983 -38%
Victory Capital Management
36
Victory Capital Management
Texas
$2.7M
Los Angeles Capital Management
37
Los Angeles Capital Management
California
$2.61M -$7.43K -273 -0.3%
Norges Bank
38
Norges Bank
Norway
$2.52M
Nordea Investment Management
39
Nordea Investment Management
Sweden
$2.22M -$231K -8,482 -9%
Goldman Sachs
40
Goldman Sachs
New York
$2.21M +$50.4K +1,852 +2%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$2.12M
SEI Investments
42
SEI Investments
Pennsylvania
$1.89M +$1.58M +58,113 +396%
CM
43
Caption Management
Oklahoma
$1.82M +$1.91M +70,000 New
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$1.68M +$112K +4,114 +7%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$1.54M +$452K +16,613 +39%
CIP
46
Chartwell Investment Partners
Pennsylvania
$1.5M +$38.9K +1,430 +3%
Aviva
47
Aviva
United Kingdom
$1.26M +$1.32M +48,332 New
OAM
48
Oppenheimer Asset Management
New York
$1.12M -$447K -16,436 -28%
UBS AM
49
UBS AM
Illinois
$1.11M
Osaic Holdings
50
Osaic Holdings
Arizona
$1.09M +$88.7K +3,258 +8%

STEP Hedge Fund Activity: Q2 2022 in Review

128 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in StepStone Group (STEP) for Q2 2022, worth a combined $1.27B — down 19% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new STEP positions and 18 closed out — a net gain of 7 holders — while 56 added to existing stakes and 32 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $66.8M. The largest seller was Federated Hermes, cutting an estimated $45M.

  • 128 institutional investors held StepStone Group (STEP) as of Q2 2022, up from 125 in Q1 2022.
  • Funds reported $1.27B of StepStone Group stock for Q2 2022, down 19% quarter-over-quarter.
  • 25 funds opened new StepStone Group positions in Q2 2022 and 18 closed out, a net change of +7 holders.
  • The largest StepStone Group buyer in Q2 2022 was Wellington Management Group, an estimated $66.8M added.
  • The largest StepStone Group seller in Q2 2022 was Federated Hermes, an estimated $45M sold.

Based on aggregated 13F filings for Q2 2022.