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Star Group

49 hedge funds and large institutions have $198M invested in Star Group in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $181M → $198M (+$17.3M)

0.46% more ownership

Funds ownership: 30.78%31.24% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

14% less funds holding

Funds holding: 5749 (-8)

80% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 10

96% less call options, than puts

Call options by funds: $15K | Put options by funds: $341K

Holders
49
Holders Change
-8
Holders Change %
-14.04%
% of All Funds
1.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
2
Increased
17
Reduced
17
Closed
10
Calls
$15K
Puts
$341K
Net Calls
-$326K
Net Calls Change
-$354K
Name Holding Trade Value Shares
Change
Change in
Stake
B
26
Barings
North Carolina
$197K
FIM
27
Freedom Investment Management
Connecticut
$193K -$71.9K -6,683 -28%
SCI
28
S&CO Inc
Massachusetts
$189K
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$162K +$15.4K +1,428 +11%
DA
30
Doliver Advisors
Texas
$161K -$21.5K -2,000 -12%
BGDI
31
BW Gestao de Investimentos
Brazil
$160K +$25.5K +2,369 +20%
UCFA
32
United Capital Financial Advisors
Texas
$159K -$5.57K -517 -4%
Creative Planning
33
Creative Planning
Kansas
$154K +$129 +12 +0.1%
CAN
34
Cetera Advisor Networks
California
$152K -$3.23K -300 -2%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$143K -$217K -20,175 -62%
Ameriprise
36
Ameriprise
Minnesota
$126K +$120K +11,117 New
IA
37
IFP Advisors
Florida
$106K -$21.5K -2,000 -18%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$51K +$1.16K +108 +2%
First Manhattan
39
First Manhattan
New York
$43K +$35.6K +3,310 +684%
AG
40
Advisor Group
Arizona
$41K -$50K -4,647 -56%
ASN
41
Advisory Services Network
Georgia
$40K +$377 +35 +1%
SAM
42
Solaris Asset Management
New York
$24K
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K
US Bancorp
44
US Bancorp
Minnesota
$17K +$16.4K +1,525 New
PA
45
Parallel Advisors
California
$8K
GWM
46
Geneos Wealth Management
Colorado
$5K
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$2K
NFG
48
Next Financial Group
Texas
$1K
Goldman Sachs
49
Goldman Sachs
New York
-$7.28M -671,291 Closed
JP Morgan Chase
50
JP Morgan Chase
New York
-$2.29M -210,942 Closed

SGU Hedge Fund Activity: Q3 2017 in Review

49 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q3 2017, worth a combined $198M — up 9.6% from $181M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SGU and 2 opened new positions — a net loss of 8 holders — while 17 trimmed existing stakes and 17 added.

The largest buyer was Cat Rock Capital Management, adding an estimated $7.11M. The largest seller was Goldman Sachs, exiting entirely with an estimated $7.28M sold.

  • 49 institutional investors held Star Group (SGU) as of Q3 2017, down from 57 in Q2 2017.
  • Funds reported $198M of Star Group stock for Q3 2017, up 9.6% quarter-over-quarter.
  • 2 funds opened new Star Group positions in Q3 2017 and 10 closed out, a net change of -8 holders.
  • The largest Star Group buyer in Q3 2017 was Cat Rock Capital Management, an estimated $7.11M added.
  • The largest Star Group seller in Q3 2017 was Goldman Sachs, an estimated $7.28M sold.

Based on aggregated 13F filings for Q3 2017.