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StepStone Group

123 hedge funds and large institutions have $1.24B invested in StepStone Group in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

3% more funds holding

Funds holding: 120123 (+3)

2% more capital invested

Capital invested by funds: $1.21B → $1.24B (+$28.5M)

0.03% more ownership

Funds ownership: 79.21%79.24% (+0.03%)

97% less call options, than puts

Call options by funds: $104K | Put options by funds: $3.38M

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
46
Reduced
39
Closed
21
Calls
$104K
Puts
$3.38M
Net Calls
-$3.28M
Net Calls Change
-$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
101
Fidelity International
Bermuda
$147K
AIP
102
Ameritas Investment Partners
Nebraska
$108K
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$102K +$5.42K +236 +6%
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$77.9K
SAG
105
Spotlight Asset Group
Illinois
$66.2K +$61.3K +2,670 New
TRCT
106
Tower Research Capital (TRC)
New York
$49.5K +$13.9K +606 +44%
SO
107
STRS Ohio
Ohio
$34K -$326K -14,200 -91%
PI
108
PineBridge Investments
New York
$30.6K +$28.3K +1,232 New
QC
109
Quent Capital
New York
$22.6K
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$22.3K -$6.59K -287 -24%
WTC
111
WhitTier Trust Company
Nevada
$18.4K
FFA
112
Farther Finance Advisors
California
$10.2K -$1.1K -48 -10%
QCG
113
Quadrant Capital Group
Ohio
$6.3K +$4.64K +202 +388%
WT
114
Whittier Trust
California
$6.07K -$67.4K -2,937 -92%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$6K +$2.16K +94 +68%
LC
116
Lindbrook Capital
California
$3.1K +$2.02K +88 +238%
S
117
SignatureFD
Georgia
$2.85K -$2.82K -123 -52%
Point72 Asset Management
118
Point72 Asset Management
Connecticut
$1.44K +$1.33K +58 New
AF
119
Allworth Financial
California
$1.17K +$1.08K +47 New
GRP
120
Global Retirement Partners
California
$695
PA
121
Parallel Advisors
California
$670 -$643 -28 -51%
HNB
122
Huntington National Bank
Ohio
$25
Federated Hermes
123
Federated Hermes
Pennsylvania
-$18.1M -747,544 Closed
American Century Companies
124
American Century Companies
Missouri
-$12.4M -511,448 Closed
Adage Capital Partners
125
Adage Capital Partners
Massachusetts
-$10.7M -442,376 Closed

STEP Hedge Fund Activity: Q2 2023 in Review

123 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in StepStone Group (STEP) for Q2 2023, worth a combined $1.24B — up 2.4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new STEP positions and 21 closed out — a net gain of 3 holders — while 46 added to existing stakes and 39 trimmed.

The largest buyer was Millennium Management, adding an estimated $14.6M. The largest seller was Schonfeld Strategic Advisors, cutting an estimated $18.2M.

  • 123 institutional investors held StepStone Group (STEP) as of Q2 2023, up from 120 in Q1 2023.
  • Funds reported $1.24B of StepStone Group stock for Q2 2023, up 2.4% quarter-over-quarter.
  • 24 funds opened new StepStone Group positions in Q2 2023 and 21 closed out, a net change of +3 holders.
  • The largest StepStone Group buyer in Q2 2023 was Millennium Management, an estimated $14.6M added.
  • The largest StepStone Group seller in Q2 2023 was Schonfeld Strategic Advisors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q2 2023.