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Star Group
SGU

35 hedge funds and large institutions have $46.2M invested in Star Group in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

12% more capital invested

Capital invested by funds: $41.1M → $46.2M (+$5.13M)

0.93% more ownership

Funds ownership: 14.42% → 15.35% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 37 → 35 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
5
Increased
11
Reduced
8
Closed
6
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
+$59K

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$241K
2
Renaissance Technologies
Renaissance Technologies
New York
+$236K
3
Barclays
Barclays
United Kingdom
+$113K
4
Bank of America
Bank of America
North Carolina
+$104K
5
JIR
James Investment Research
Ohio
+$104K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$327K
2
Invesco
Invesco
Georgia
-$128K
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$61.8K
4
PCM
Prelude Capital Management
New York
-$35K
5
B
Barings
North Carolina
-$31.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
PL
26
Perpetual Ltd
Australia
$90K – – –
GP
27
Girard Partners
Pennsylvania
$85K +$87.5K +16,238 New
PFS
28
Prospera Financial Services
Texas
$82K +$83.7K +15,539 New
Creative Planning
29
Creative Planning
Kansas
$77K +$1.04K +193 +1%
U
30
UBS
Switzerland
$75K -$3.8K -705 -5%
VKH
31
Virtu KCG Holdings
New York
$58K +$4.99K +926 +9%
Bessemer Group
32
Bessemer Group
New Jersey
$55K – – –
JIC
33
Joel Isaacson & Co
New York
$34K -$1.62K -300 -4%
GT
34
Glenmede Trust
Pennsylvania
$2K – – –
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14 +$3.39K +630 +31%
Invesco
36
Invesco
Georgia
– -$128K -26,013 Closed
PG
37
PEAK6 Group
Illinois
– -$31K -12,600 Closed
PCM
38
Prelude Capital Management
New York
– -$35K -7,200 Closed
KTC
39
Kistler-Tiffany Companies
Pennsylvania
– -$27K -5,408 Closed
PH
40
Pinnacle Holdings
Oklahoma
– -$15.7K -3,200 Closed
NHFG
41
New Harbor Financial Group
Massachusetts
– -$5K -1,000 Closed
1
2

SGU Hedge Fund Activity: Q4 2013 in Review

35 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q4 2013, worth a combined $46.2M — up 12% from $41.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SGU and 5 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 11 added.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $241K. The largest seller was Morgan Stanley, cutting an estimated $327K.

  • 35 institutional investors held Star Group (SGU) as of Q4 2013, down from 37 in Q3 2013.
  • Funds reported $46.2M of Star Group stock for Q4 2013, up 12% quarter-over-quarter.
  • 5 funds opened new Star Group positions in Q4 2013 and 6 closed out, a net change of -1 holder.
  • The largest Star Group buyer in Q4 2013 was Deutsche Bank, an estimated $241K added.
  • The largest Star Group seller in Q4 2013 was Morgan Stanley, an estimated $327K sold.

Based on aggregated 13F filings for Q4 2013.