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Star Group
SGU

43 hedge funds and large institutions have $117M invested in Star Group in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

2% more funds holding

Funds holding: 42 → 43 (+1)

3% more capital invested

Capital invested by funds: $114M → $117M (+$3.26M)

1.2% less ownership

Funds ownership: 22.48% → 21.28% (-1.2%)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
2
Increased
19
Reduced
9
Closed
–
Calls
$132K
Puts
–
Net Calls
+$132K
Net Calls Change
+$101K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$3.53M
2
Brown Advisory
Brown Advisory
Maryland
+$2.58M
3
LWCA
Locust Wood Capital Advisers
New York
+$295K
4
UCFA
United Capital Financial Advisors
Texas
+$256K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$243K

Top Sellers

Rank Fund Capital Flow
1
BP
Bandera Partners
New York
-$11.7M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$703K
3
GCP
GSA Capital Partners
United Kingdom
-$391K
4
Morgan Stanley
Morgan Stanley
New York
-$301K
5
Creative Planning
Creative Planning
Kansas
-$187K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
26
Acrospire Investment Management
Illinois
$244K +$87.7K +9,731 +62%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$202K +$5.28K +585 +3%
CAN
28
Cetera Advisor Networks
California
$195K +$46.9K +5,204 +35%
Creative Planning
29
Creative Planning
Kansas
$184K -$187K -20,715 -52%
Allianz Asset Management
30
Allianz Asset Management
Germany
$144K +$135K +14,965 New
JIC
31
Joel Isaacson & Co
New York
$117K +$577 +64 +0.5%
IA
32
IFP Advisors
Florida
$100K – – –
AG
33
Advisor Group
Arizona
$83K +$72.1K +8,000 +1,180%
Walleye Trading
34
Walleye Trading
New York
$76K +$3.61K +400 +5%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$42K +$1.64K +182 +4%
SAM
36
Solaris Asset Management
New York
$35K – – –
ASN
37
Advisory Services Network
Georgia
$25K +$261 +29 +1%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14K +$11.1K +1,232 +552%
Citigroup
39
Citigroup
New York
$5K – – –
NFG
40
Next Financial Group
Texas
$5K +$4.41K +489 New
First Manhattan
41
First Manhattan
New York
$4K – – –
GWM
42
Geneos Wealth Management
Colorado
$4K – – –
1
2

SGU Hedge Fund Activity: Q3 2016 in Review

43 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q3 2016, worth a combined $117M — up 2.9% from $114M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SGU positions and 0 closed out — a net gain of 2 holders — while 19 added to existing stakes and 9 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $3.53M. The largest seller was Bandera Partners, cutting an estimated $11.7M.

  • 43 institutional investors held Star Group (SGU) as of Q3 2016, up from 42 in Q2 2016.
  • Funds reported $117M of Star Group stock for Q3 2016, up 2.9% quarter-over-quarter.
  • 2 funds opened new Star Group positions in Q3 2016 and 0 closed out, a net change of +2 holders.
  • The largest Star Group buyer in Q3 2016 was Goldman Sachs, an estimated $3.53M added.
  • The largest Star Group seller in Q3 2016 was Bandera Partners, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2016.