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StepStone Group
STEP

126 hedge funds and large institutions have $1.67B invested in StepStone Group in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $219K | Put options by funds: $83K

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

3% more funds holding

Funds holding: 122 → 126 (+4)

3% more capital invested

Capital invested by funds: $1.62B → $1.67B (+$47.5M)

0.12% more ownership

Funds ownership: 81.84% → 81.96% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 49

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
45
Reduced
49
Closed
10
Calls
$219K
Puts
$83K
Net Calls
+$136K
Net Calls Change
+$89K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$17.7M
2
Morgan Stanley
Morgan Stanley
New York
+$11.7M
3
Millennium Management
Millennium Management
New York
+$9.74M
4
BlackRock
BlackRock
New York
+$9.24M
5
Lazard Asset Management
Lazard Asset Management
New York
+$8.12M

Top Sellers

Rank Fund Capital Flow
1
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$28.8M
2
FAM
Fred Alger Management
New York
-$11.8M
3
GC
Gillson Capital
Illinois
-$3.66M
4
N
Nuveen
North Carolina
-$3.51M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$3.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
76
VOYA Investment Management
Georgia
$683K +$3.76K +133 +0.6%
LPL Financial
77
LPL Financial
California
$682K +$42.5K +1,506 +8%
American Century Companies
78
American Century Companies
Missouri
$604K +$157K +5,573 +42%
Wells Fargo
79
Wells Fargo
California
$565K +$150K +5,307 +43%
Victory Capital Management
80
Victory Capital Management
Texas
$522K +$136K +4,829 +42%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$519K +$246K +8,725 +115%
Zurich Cantonal Bank
82
Zurich Cantonal Bank
Switzerland
$494K +$111K +3,937 +34%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$490K – – –
PCC
84
Park Circle Company
Maryland
$489K -$524K -18,540 -55%
Jane Street
85
Jane Street
New York
$478K +$424K +15,003 New
ASRS
86
Arizona State Retirement System
Arizona
$475K -$7.83K -277 -2%
TRCT
87
Tower Research Capital (TRC)
New York
$442K +$260K +9,194 +196%
A
88
AlphaQuest
New York
$442K +$392K +13,877 New
ACM
89
Aquatic Capital Management
Illinois
$360K +$319K +11,300 New
Public Employees Retirement Association of Colorado
90
Public Employees Retirement Association of Colorado
Colorado
$303K – – –
SG Americas Securities
91
SG Americas Securities
New York
$286K -$238K -8,424 -48%
ProShare Advisors
92
ProShare Advisors
Maryland
$284K +$54.3K +1,922 +27%
Creative Planning
93
Creative Planning
Kansas
$262K -$18.6K -658 -7%
Handelsbanken Fonder
94
Handelsbanken Fonder
Sweden
$259K – – –
AB
95
Amalgamated Bank
New York
$245K -$15.8K -560 -7%
Neuberger Berman Group
96
Neuberger Berman Group
New York
$217K -$11.1K -394 -5%
Fidelity International
97
Fidelity International
Bermuda
$189K – – –
AIP
98
Ameritas Investment Partners
Nebraska
$171K – – –
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$99.9K – – –
SAG
100
Spotlight Asset Group
Illinois
$84.3K – – –
2 3
4
5 6

STEP Hedge Fund Activity: Q4 2023 in Review

126 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in StepStone Group (STEP) for Q4 2023, worth a combined $1.67B — up 2.9% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new STEP positions and 10 closed out — a net gain of 5 holders — while 45 added to existing stakes and 49 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $17.7M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $28.8M sold.

  • 126 institutional investors held StepStone Group (STEP) as of Q4 2023, up from 122 in Q3 2023.
  • Funds reported $1.67B of StepStone Group stock for Q4 2023, up 2.9% quarter-over-quarter.
  • 15 funds opened new StepStone Group positions in Q4 2023 and 10 closed out, a net change of +5 holders.
  • The largest StepStone Group buyer in Q4 2023 was Wellington Management Group, an estimated $17.7M added.
  • The largest StepStone Group seller in Q4 2023 was Westfield Capital Management, an estimated $28.8M sold.

Based on aggregated 13F filings for Q4 2023.