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Star Group
SGU

54 hedge funds and large institutions have $226M invested in Star Group in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

6% more funds holding

Funds holding: 51 → 54 (+3)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0.67% less ownership

Funds ownership: 44% → 43.33% (-0.67%)

3% less capital invested

Capital invested by funds: $233M → $226M (-$6.76M)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
1.23%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
7
Increased
15
Reduced
16
Closed
4
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
+$1.67M
2
RA
Royce & Associates
New York
+$867K
3
CRCM
Cat Rock Capital Management
Connecticut
+$849K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$483K
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$338K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$4.48M
2
HHAM
HITE Hedge Asset Management
Massachusetts
-$3.07M
3
Deutsche Bank
Deutsche Bank
Germany
-$1.39M
4
Renaissance Technologies
Renaissance Technologies
New York
-$836K
5
AP
AlpInvest Partners
Netherlands
-$296K
Name Holding Trade Value Shares
Change 		Change in
Stake
BGDI
26
BW Gestao de Investimentos
Brazil
$340K +$50.7K +5,255 +18%
FIM
27
Freedom Investment Management
Connecticut
$300K +$68.5K +7,107 +29%
RJA
28
Raymond James & Associates
Florida
$290K – – –
Citadel Advisors
29
Citadel Advisors
Florida
$203K -$66.3K -6,881 -25%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$195K +$193K +20,000 New
VF
31
Virtu Financial
New York
$192K +$190K +19,657 New
Bank of America
32
Bank of America
North Carolina
$188K -$260K -26,970 -58%
ASN
33
Advisory Services Network
Georgia
$177K -$1.74K -180 -1%
B
34
Barings
North Carolina
$169K – – –
HP
35
Harbourvest Partners
Massachusetts
$160K – – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$152K +$29K +3,004 +24%
Creative Planning
37
Creative Planning
Kansas
$128K -$4.69K -486 -4%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$110K – – –
DA
39
Doliver Advisors
Texas
$98K – – –
IA
40
IFP Advisors
Florida
$77K +$4.82K +500 +7%
Citigroup
41
Citigroup
New York
$54K +$5.5K +570 +11%
JP Morgan Chase
42
JP Morgan Chase
New York
$48K -$4.48M -464,887 -99%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$40K – – –
First Manhattan
44
First Manhattan
New York
$32K – – –
AG
45
Advisor Group
Arizona
$31K -$11.8K -1,224 -28%
Macquarie Group
46
Macquarie Group
Australia
$17K +$14.1K +1,465 +531%
Simplex Trading
47
Simplex Trading
Illinois
$17K +$17.5K +1,816 New
AF
48
Advisornet Financial
Minnesota
$10K – – –
EFSCE
49
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$8.7K +902 New
PCFFS
50
Pacific Center for Financial Services
California
$5K +$5.05K +524 New
1
2
3

SGU Hedge Fund Activity: Q3 2018 in Review

54 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q3 2018, worth a combined $226M — down 2.9% from $233M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SGU positions and 4 closed out — a net gain of 3 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Brown Advisory, adding an estimated $1.67M. The largest seller was JP Morgan Chase, cutting an estimated $4.48M.

  • 54 institutional investors held Star Group (SGU) as of Q3 2018, up from 51 in Q2 2018.
  • Funds reported $226M of Star Group stock for Q3 2018, down 2.9% quarter-over-quarter.
  • 7 funds opened new Star Group positions in Q3 2018 and 4 closed out, a net change of +3 holders.
  • The largest Star Group buyer in Q3 2018 was Brown Advisory, an estimated $1.67M added.
  • The largest Star Group seller in Q3 2018 was JP Morgan Chase, an estimated $4.48M sold.

Based on aggregated 13F filings for Q3 2018.