We are live on ! Find out more
STEP icon

StepStone Group

86 hedge funds and large institutions have $1.35B invested in StepStone Group in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 18

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

33% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.36M

29.33% more ownership

Funds ownership: 101.69%131.02% (+29%)

16% more capital invested

Capital invested by funds: $1.16B → $1.35B (+$185M)

12% more funds holding

Funds holding: 7786 (+9)

Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
44
Reduced
18
Closed
11
Calls
$1.8M
Puts
$1.36M
Net Calls
+$446K
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
76
Metropolitan Life Insurance Company (MetLife)
New York
$217K
UBS Group
77
UBS Group
Switzerland
$158K +$26.8K +760 +20%
CG
78
Cutler Group
California
$132K +$133K +3,764 New
SG Americas Securities
79
SG Americas Securities
New York
$119K +$27.7K +788 +31%
Legal & General Group
80
Legal & General Group
United Kingdom
$84K -$40.2K -1,142 -33%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$68K +$35.1K +998 +110%
AIP
82
Ameritas Investment Partners
Nebraska
$57K
Citigroup
83
Citigroup
New York
$46K -$110K -3,118 -71%
TRCT
84
Tower Research Capital (TRC)
New York
$32K +$14.4K +410 +81%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$21K -$90.6K -2,573 -82%
AIG
86
American International Group
New York
$400 +$1.06K +30 +0.3%
FCIM
87
Fairview Capital Investment Management
California
-$25.9M -650,000 Closed
WI
88
Wafra Inc
New York
-$23.3M -585,140 Closed
First Trust Advisors
89
First Trust Advisors
Illinois
-$4.91M -123,458 Closed
TRSOTSOK
90
Teachers Retirement System of the State of Kentucky
Kentucky
-$708K -17,800 Closed
ECM
91
ExodusPoint Capital Management
New York
-$283K -7,121 Closed
CS
92
Credit Suisse
Switzerland
-$225K -5,633 Closed
RJA
93
Raymond James & Associates
Florida
-$219K -5,500 Closed
FMT
94
First Mercantile Trust
Tennessee
-$76K -1,900 Closed
FF
95
FourThought Financial
Florida
-$60K -1,518 Closed
CTFG
96
Capstone Triton Financial Group
Oklahoma
-$16K -413 Closed
BAM
97
Bellevue Asset Management
Washington
-$3K -86 Closed

STEP Hedge Fund Activity: Q1 2021 in Review

86 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in StepStone Group (STEP) for Q1 2021, worth a combined $1.35B — up 16% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new STEP positions and 11 closed out — a net gain of 9 holders — while 44 added to existing stakes and 18 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $99M. The largest seller was Wellington Management Group, cutting an estimated $39.3M.

  • 86 institutional investors held StepStone Group (STEP) as of Q1 2021, up from 77 in Q4 2020.
  • Funds reported $1.35B of StepStone Group stock for Q1 2021, up 16% quarter-over-quarter.
  • 20 funds opened new StepStone Group positions in Q1 2021 and 11 closed out, a net change of +9 holders.
  • The largest StepStone Group buyer in Q1 2021 was Wasatch Advisors, an estimated $99M added.
  • The largest StepStone Group seller in Q1 2021 was Wellington Management Group, an estimated $39.3M sold.

Based on aggregated 13F filings for Q1 2021.