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StepStone Group
STEP

141 hedge funds and large institutions have $1.95B invested in StepStone Group in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

19% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 42

17% more capital invested

Capital invested by funds: $1.67B → $1.95B (+$282M)

12% more funds holding

Funds holding: 126 → 141 (+15)

3.36% more ownership

Funds ownership: 81.96% → 85.32% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

92% less call options, than puts

Call options by funds: $4K | Put options by funds: $50K

Holders
141
Holders Change
+15
Holders Change %
+11.9%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
50
Reduced
42
Closed
12
Calls
$4K
Puts
$50K
Net Calls
-$46K
Net Calls Change
-$182K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$40.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$37.6M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$17.3M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$13.6M
5
Franklin Resources
Franklin Resources
California
+$12.6M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$26.6M
2
JP Morgan Chase
JP Morgan Chase
New York
-$19.6M
3
Morgan Stanley
Morgan Stanley
New York
-$18.8M
4
MC
Maverick Capital
Texas
-$15.5M
5
BlackRock
BlackRock
New York
-$3.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$11.8M +$73.9K +2,184 +0.7%
Lazard Asset Management
27
Lazard Asset Management
New York
$10.3M +$35.9K +1,061 +0.4%
SBH
28
Segall Bryant & Hamill
Illinois
$9.97M -$134K -3,957 -1%
EAM
29
Eagle Asset Management
Florida
$9.37M +$9.1M +268,970 New
IG
30
Inherent Group
New York
$7.75M – – –
Holocene Advisors
31
Holocene Advisors
New York
$7.54M +$7.14M +211,079 New
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$6.65M -$1.44M -42,460 -19%
Goldman Sachs
33
Goldman Sachs
New York
$6.27M +$1.65M +48,810 +39%
BAMCO Inc
34
BAMCO Inc
New York
$5.92M – – –
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$5.73M +$3.89M +114,962 +253%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$5.42M -$734K -21,678 -13%
Ohio Public Employees Retirement System (OPERS)
37
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.32M -$142K -4,186 -3%
Invesco
38
Invesco
Georgia
$4.98M -$976K -28,840 -17%
Morgan Stanley
39
Morgan Stanley
New York
$4.85M -$18.8M -555,644 -80%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$4.66M +$19.7K +581 +0.4%
Tudor Investment Corp
41
Tudor Investment Corp
Connecticut
$3.72M +$3.53M +104,198 New
Swiss National Bank
42
Swiss National Bank
Switzerland
$3.62M -$135K -4,000 -4%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$2.99M -$47.5K -1,404 -2%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$2.67M +$79.7K +2,356 +3%
UBS Group
45
UBS Group
Switzerland
$2.43M +$995K +29,401 +76%
SEI Investments
46
SEI Investments
Pennsylvania
$2.4M -$208K -6,156 -8%
Wells Fargo
47
Wells Fargo
California
$2.38M +$1.66M +48,963 +276%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$2.23M +$1.27M +37,513 +151%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$2.11M – – –
UBS AM
50
UBS AM
Illinois
$1.98M – – –
1
2
3 4 5

STEP Hedge Fund Activity: Q1 2024 in Review

141 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in StepStone Group (STEP) for Q1 2024, worth a combined $1.95B — up 17% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new STEP positions and 12 closed out — a net gain of 16 holders — while 50 added to existing stakes and 42 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $40.4M. The largest seller was AllianceBernstein, cutting an estimated $26.6M.

  • 141 institutional investors held StepStone Group (STEP) as of Q1 2024, up from 126 in Q4 2023.
  • Funds reported $1.95B of StepStone Group stock for Q1 2024, up 17% quarter-over-quarter.
  • 28 funds opened new StepStone Group positions in Q1 2024 and 12 closed out, a net change of +16 holders.
  • The largest StepStone Group buyer in Q1 2024 was Fidelity Investments, an estimated $40.4M added.
  • The largest StepStone Group seller in Q1 2024 was AllianceBernstein, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2024.