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StepStone Group

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: 126141 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$3.61K -$798K -23,594 -100%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$3.53K +$609 +18 +22%
AWM
128
Avior Wealth Management
Nebraska
$2.68K +$2.54K +75 New
HCP
129
Hexagon Capital Partners
Arkansas
$2.65K +$2.5K +74 New
GRP
130
Global Retirement Partners
California
$2.25K
AF
131
Allworth Financial
California
$1.68K -$846 -25 -35%
AF
132
Advisornet Financial
Minnesota
$1.07K +$1.01K +30 New
FFO
133
Fortitude Family Office
Arizona
$679
Russell Investments Group
134
Russell Investments Group
United Kingdom
$547
GI
135
GAMMA Investing
California
$465 +$440 +13 New
IFAM
136
Institutional & Family Asset Management
Colorado
$465 +$440 +13 New
JWA
137
JFS Wealth Advisors
Pennsylvania
$251
RIL
138
Rothschild Investment LLC
Illinois
$179 +$169 +5 New
SIC
139
SJS Investment Consulting
Ohio
$143 +$34 +1 +33%
HNB
140
Huntington National Bank
Ohio
$36
Norges Bank
141
Norges Bank
Norway
-$2.21M -69,528 Closed
Jacobs Levy Equity Management
142
Jacobs Levy Equity Management
New Jersey
-$1.55M -48,658 Closed
ECM
143
ExodusPoint Capital Management
New York
-$1.48M -46,628 Closed
AG
144
Algert Global
California
-$1.48M -46,610 Closed
Squarepoint
145
Squarepoint
New York
-$1.03M -32,479 Closed
Citadel Advisors
146
Citadel Advisors
Florida
-$772K -24,242 Closed
PCC
147
Park Circle Company
Maryland
-$489K -15,360 Closed
ACM
148
Aquatic Capital Management
Illinois
-$360K -11,300 Closed
SG Americas Securities
149
SG Americas Securities
New York
-$286K -8,987 Closed
SAG
150
Spotlight Asset Group
Illinois
-$84.3K -2,670 Closed

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.