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Star Group

57 hedge funds and large institutions have $181M invested in Star Group in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $153M → $181M (+$28.3M)

1.11% more ownership

Funds ownership: 29.67%30.78% (+1.1%)

7% less funds holding

Funds holding: 6157 (-4)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
1.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
5
Increased
17
Reduced
21
Closed
8
Calls
$28K
Puts
Net Calls
+$28K
Net Calls Change
+$133K
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$461K -$8.3K -840 -2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$356K +$324K +32,800 New
RJA
28
Raymond James & Associates
Florida
$312K +$285K +28,810 New
FIM
29
Freedom Investment Management
Connecticut
$256K -$19.4K -1,960 -8%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$241K -$84.9K -8,592 -28%
HighTower Advisors
31
HighTower Advisors
Illinois
$215K +$79 +8 +0%
B
32
Barings
North Carolina
$188K -$171K -17,318 -50%
SCI
33
S&CO Inc
Massachusetts
$181K
DA
34
Doliver Advisors
Texas
$176K +$160K +16,200 New
UCFA
35
United Capital Financial Advisors
Texas
$158K -$74.4K -7,527 -34%
CAN
36
Cetera Advisor Networks
California
$150K +$89 +9 +0.1%
Creative Planning
37
Creative Planning
Kansas
$147K +$5.06K +512 +4%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$140K -$93.6K -9,466 -42%
BGDI
39
BW Gestao de Investimentos
Brazil
$127K
CG
40
Cutler Group
California
$124K +$98.8K +9,994 +674%
IA
41
IFP Advisors
Florida
$123K +$7.12K +720 +7%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$118K -$79.1K -8,000 -42%
AG
43
Advisor Group
Arizona
$89K -$8.48K -858 -9%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$48K -$988 -100 -2%
ASN
45
Advisory Services Network
Georgia
$38K +$405 +41 +1%
SAM
46
Solaris Asset Management
New York
$23K
Simplex Trading
47
Simplex Trading
Illinois
$19K +$17K +1,716 +1,454%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17K +$1.07K +108 +7%
PA
49
Parallel Advisors
California
$9K
Citigroup
50
Citigroup
New York
$6K

SGU Hedge Fund Activity: Q2 2017 in Review

57 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q2 2017, worth a combined $181M — up 19% from $153M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SGU and 5 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 17 added.

The largest buyer was Cat Rock Capital Management, adding an estimated $10.4M. The largest seller was Morgan Stanley, cutting an estimated $10.3M.

  • 57 institutional investors held Star Group (SGU) as of Q2 2017, down from 61 in Q1 2017.
  • Funds reported $181M of Star Group stock for Q2 2017, up 19% quarter-over-quarter.
  • 5 funds opened new Star Group positions in Q2 2017 and 8 closed out, a net change of -3 holders.
  • The largest Star Group buyer in Q2 2017 was Cat Rock Capital Management, an estimated $10.4M added.
  • The largest Star Group seller in Q2 2017 was Morgan Stanley, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2017.