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Star Group
SGU

42 hedge funds and large institutions have $55.3M invested in Star Group in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

24% more funds holding

Funds holding: 34 → 42 (+8)

7% more capital invested

Capital invested by funds: $51.7M → $55.3M (+$3.65M)

0.16% more ownership

Funds ownership: 15.36% → 15.52% (+0.16%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
42
Holders Change
+8
Holders Change %
+23.53%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
12
Reduced
8
Closed
3
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$2K

Top Buyers

Rank Fund Capital Flow
1
U
UBS
Switzerland
+$881K
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$539K
3
Deutsche Bank
Deutsche Bank
Germany
+$460K
4
Renaissance Technologies
Renaissance Technologies
New York
+$454K
5
Morgan Stanley
Morgan Stanley
New York
+$241K

Top Sellers

Rank Fund Capital Flow
1
BP
Bandera Partners
New York
-$2.33M
2
CBOA
Commonwealth Bank of Australia
Australia
-$302K
3
WJA
Williams Jones & Associates
New York
-$158K
4
PFS
Prospera Financial Services
Texas
-$102K
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$72K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
26
First Manhattan
New York
$125K – – –
TC
27
TFS Capital
Pennsylvania
$121K +$124K +19,544 New
VKH
28
Virtu KCG Holdings
New York
$96K +$98.4K +15,543 New
Creative Planning
29
Creative Planning
Kansas
$95K +$2.35K +371 +2%
Allianz Asset Management
30
Allianz Asset Management
Germany
$79K +$80.7K +12,740 New
Bessemer Group
31
Bessemer Group
New Jersey
$65K – – –
HIM
32
Hillsdale Investment Management
Ontario, Canada
$58K +$58.9K +9,300 New
JIC
33
Joel Isaacson & Co
New York
$40K – – –
Citigroup
34
Citigroup
New York
$31K +$31.7K +5,000 New
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14K -$2.27K -359 -13%
Group One Trading
36
Group One Trading
Illinois
$11K +$11.4K +1,800 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$6K -$6.33K -1,000 -50%
GT
38
Glenmede Trust
Pennsylvania
$3K – – –
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$1K +$633 +100 New
CFA
40
Carroll Financial Associates
North Carolina
$1K +$849 +134 New
BRWA
41
B. Riley Wealth Advisors
Florida
$620 +$633 +100 New
CBOA
42
Commonwealth Bank of Australia
Australia
– -$302K -51,540 Closed
PFS
43
Prospera Financial Services
Texas
– -$102K -17,449 Closed
JMPWA
44
JP Morgan Private Wealth Advisors
California
– -$72K -12,338 Closed
Barclays
45
Barclays
United Kingdom
– +$228 +36 +360%
1
2

SGU Hedge Fund Activity: Q2 2014 in Review

42 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q2 2014, worth a combined $55.3M — up 7.1% from $51.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SGU positions and 3 closed out — a net gain of 8 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was UBS, adding an estimated $881K. The largest seller was Bandera Partners, cutting an estimated $2.33M.

  • 42 institutional investors held Star Group (SGU) as of Q2 2014, up from 34 in Q1 2014.
  • Funds reported $55.3M of Star Group stock for Q2 2014, up 7.1% quarter-over-quarter.
  • 11 funds opened new Star Group positions in Q2 2014 and 3 closed out, a net change of +8 holders.
  • The largest Star Group buyer in Q2 2014 was UBS, an estimated $881K added.
  • The largest Star Group seller in Q2 2014 was Bandera Partners, an estimated $2.33M sold.

Based on aggregated 13F filings for Q2 2014.