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Star Group
SGU

63 hedge funds and large institutions have $296M invested in Star Group in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

21% more funds holding

Funds holding: 52 → 63 (+11)

8.56% more ownership

Funds ownership: 48.08% → 56.64% (+8.6%)

2% more capital invested

Capital invested by funds: $289M → $296M (+$7.2M)

Holders
63
Holders Change
+11
Holders Change %
+21.15%
% of All Funds
1.44%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
16
Increased
21
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BP
Bandera Partners
New York
+$8.65M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$8.29M
3
Renaissance Technologies
Renaissance Technologies
New York
+$7.3M
4
MCP
Moab Capital Partners
New York
+$7.29M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.21M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$8.92M
2
JIR
James Investment Research
Ohio
-$2.09M
3
SGM
Skye Global Management
Florida
-$1.5M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.22M
5
Wells Fargo
Wells Fargo
California
-$607K
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$601K – – –
UBS Group
27
UBS Group
Switzerland
$591K -$334K -33,640 -35%
MWNA
28
Marshall Wace North America
New York
$561K +$596K +59,974 New
TOPU
29
Trustees of Princeton University
New Jersey
$561K +$596K +60,000 New
GCP
30
GSA Capital Partners
United Kingdom
$524K +$100K +10,087 +22%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$499K +$330K +33,221 +165%
Bank of America
32
Bank of America
North Carolina
$430K +$894 +90 +0.2%
Allianz Asset Management
33
Allianz Asset Management
Germany
$390K +$4.57K +460 +1%
JG
34
Jefferies Group
New York
$299K +$318K +32,000 New
RJA
35
Raymond James & Associates
Florida
$278K – – –
BGDI
36
BW Gestao de Investimentos
Brazil
$251K +$75.6K +7,607 +40%
Macquarie Group
37
Macquarie Group
Australia
$227K +$199K +20,013 +468%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$216K -$1.69K -170 -0.7%
Citadel Advisors
39
Citadel Advisors
Florida
$208K +$221K +22,208 New
ASN
40
Advisory Services Network
Georgia
$201K +$161K +16,171 +304%
WPP
41
Whalerock Point Partners
Rhode Island
$178K – – –
TI
42
Trexquant Investment
Connecticut
$176K +$187K +18,828 New
Jane Street
43
Jane Street
New York
$171K +$181K +18,261 New
B
44
Barings
North Carolina
$162K – – –
HP
45
Harbourvest Partners
Massachusetts
$153K +$163K +16,381 New
FIM
46
Freedom Investment Management
Connecticut
$148K -$2.17K -218 -1%
VF
47
Virtu Financial
New York
$127K +$134K +13,530 New
Creative Planning
48
Creative Planning
Kansas
$122K +$129 +13 +0.1%
DA
49
Doliver Advisors
Texas
$103K -$31.8K -3,200 -23%
Geode Capital Management
50
Geode Capital Management
Massachusetts
$99K +$106K +10,666 New
1
2
3

SGU Hedge Fund Activity: Q1 2018 in Review

63 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q1 2018, worth a combined $296M — up 2.5% from $289M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SGU positions and 5 closed out — a net gain of 11 holders — while 21 added to existing stakes and 10 trimmed.

The largest buyer was Bandera Partners, adding an estimated $8.65M. The largest seller was Royce & Associates, cutting an estimated $8.92M.

  • 63 institutional investors held Star Group (SGU) as of Q1 2018, up from 52 in Q4 2017.
  • Funds reported $296M of Star Group stock for Q1 2018, up 2.5% quarter-over-quarter.
  • 16 funds opened new Star Group positions in Q1 2018 and 5 closed out, a net change of +11 holders.
  • The largest Star Group buyer in Q1 2018 was Bandera Partners, an estimated $8.65M added.
  • The largest Star Group seller in Q1 2018 was Royce & Associates, an estimated $8.92M sold.

Based on aggregated 13F filings for Q1 2018.