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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
Wellington Management Group
1
Wellington Management Group
Massachusetts
$290M +$37.6M +1,110,900 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$189M +$268K +7,917 +0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$139M +$40.4M +1,194,782 +45%
BlackRock
4
BlackRock
New York
$138M -$3.56M -105,068 -3%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$108M +$28.6K +845 +0%
WA
6
Wasatch Advisors
Utah
$105M +$1.59M +46,860 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$103M -$19.6M -578,046 -17%
Millennium Management
8
Millennium Management
New York
$103M +$3.57M +105,403 +4%
FAM
9
Fred Alger Management
New York
$93.9M +$7.52M +222,104 +9%
Capital World Investors
10
Capital World Investors
California
$90.8M
AllianceBernstein
11
AllianceBernstein
Tennessee
$62.3M -$26.6M -786,854 -31%
State Street
12
State Street
Massachusetts
$47.8M +$1.86M +55,111 +4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$44M +$1.83M +54,085 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$31.8M +$2.5M +73,756 +9%
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$30.6M +$13.6M +401,396 +88%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$30.4M +$17.3M +510,283 +150%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$26.5M +$3.58M +105,755 +17%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$26.1M +$2.7M +79,927 +12%
Capital Research Global Investors
19
Capital Research Global Investors
California
$22.5M
William Blair Investment Management
20
William Blair Investment Management
Illinois
$21.8M +$205K +6,052 +1%
Charles Schwab
21
Charles Schwab
California
$19.9M -$196K -5,783 -1%
Northern Trust
22
Northern Trust
Illinois
$17.4M -$228K -6,727 -1%
Franklin Resources
23
Franklin Resources
California
$13.3M +$12.6M +371,433 New
Bank of America
24
Bank of America
North Carolina
$13.1M +$3.95M +116,781 +47%
Renaissance Technologies
25
Renaissance Technologies
New York
$12.1M +$298K +8,800 +3%

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.