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StepStone Group

124 hedge funds and large institutions have $1.2B invested in StepStone Group in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.19% less ownership

Funds ownership: 80.08%79.9% (-0.19%)

3% less funds holding

Funds holding: 128124 (-4)

6% less capital invested

Capital invested by funds: $1.27B → $1.2B (-$72.3M)

11% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 47

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
124
Holders Change
-4
Holders Change %
-3.13%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
42
Reduced
47
Closed
18
Calls
$125K
Puts
Net Calls
+$125K
Net Calls Change
+$7.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
101
Allspring Global Investments
North Carolina
$40K
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$36K +$2.7K +99 +7%
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$29K +$12.8K +470 +67%
Wells Fargo
104
Wells Fargo
California
$28K -$10.4K -383 -25%
QC
105
Quent Capital
New York
$22K
BEI
106
Benjamin Edwards Inc
Missouri
$19K +$1.44K +53 +8%
WTC
107
WhitTier Trust Company
Nevada
$18K
RTC
108
Riverview Trust Company
Washington
$13K
BWA
109
BDO Wealth Advisors
Florida
$6K +$54 +2 +0.8%
QCG
110
Quadrant Capital Group
Ohio
$5K +$1.39K +51 +36%
TWA
111
TCI Wealth Advisors
Arizona
$3K
CFD
112
Creative Financial Designs
Indiana
$3K +$27 +1 +0.8%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$2K -$5.12K -188 -67%
C
114
Covestor
United Kingdom
$1K -$2.29K -84 -79%
US Bancorp
115
US Bancorp
Minnesota
$1K -$1.33K -49 -53%
S
116
SignatureFD
Georgia
$1K -$517 -19 -37%
IA
117
IFP Advisors
Florida
$1K
BTI
118
Blue Trust Inc
Georgia
$1K +$545 +20 New
LC
119
Lindbrook Capital
California
$1K +$1.06K +39 +217%
HWMA
120
Heritage Wealth Management (Arizona)
Arizona
$1K +$1.17K +43 New
WFA
121
Wipfli Financial Advisors
Wisconsin
$1K +$1.2K +44 New
OCM
122
Osterweis Capital Management
California
-$3.27M -125,740 Closed
CM
123
Caption Management
Oklahoma
-$1.82M -70,000 Closed
CIP
124
Chartwell Investment Partners
Pennsylvania
-$1.5M -57,532 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
125
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$830K -31,900 Closed

STEP Hedge Fund Activity: Q3 2022 in Review

124 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in StepStone Group (STEP) for Q3 2022, worth a combined $1.2B — down 5.7% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of STEP and 15 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 42 added.

The largest buyer was American Century Companies, adding an estimated $21.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $141M.

  • 124 institutional investors held StepStone Group (STEP) as of Q3 2022, down from 128 in Q2 2022.
  • Funds reported $1.2B of StepStone Group stock for Q3 2022, down 5.7% quarter-over-quarter.
  • 15 funds opened new StepStone Group positions in Q3 2022 and 18 closed out, a net change of -3 holders.
  • The largest StepStone Group buyer in Q3 2022 was American Century Companies, an estimated $21.9M added.
  • The largest StepStone Group seller in Q3 2022 was T. Rowe Price Associates, an estimated $141M sold.

Based on aggregated 13F filings for Q3 2022.