We are live on ! Find out more
SGU icon

Star Group
SGU

61 hedge funds and large institutions have $212M invested in Star Group in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

13% more funds holding

Funds holding: 54 → 61 (+7)

0.36% less ownership

Funds ownership: 43.33% → 42.97% (-0.36%)

6% less capital invested

Capital invested by funds: $226M → $212M (-$14.2M)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
14
Increased
11
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BP
Bandera Partners
New York
+$2.04M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.73M
3
CS
Central Securities
New York
+$385K
4
TI
Trexquant Investment
Connecticut
+$339K
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$308K

Top Sellers

Rank Fund Capital Flow
1
AP
AlpInvest Partners
Netherlands
-$2.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.1M
3
Brown Advisory
Brown Advisory
Maryland
-$1.11M
4
Deutsche Bank
Deutsche Bank
Germany
-$981K
5
RA
Royce & Associates
New York
-$871K
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$299K +$308K +32,059 New
Connor, Clark & Lunn Investment Management (CC&L)
27
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$249K +$256K +26,650 New
FIM
28
Freedom Investment Management
Connecticut
$230K -$64.8K -6,737 -22%
Bank of America
29
Bank of America
North Carolina
$193K +$15.1K +1,568 +8%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$187K – – –
CH
31
Canton Hathaway
Rhode Island
$177K +$183K +19,000 New
ASN
32
Advisory Services Network
Georgia
$165K -$4.38K -456 -3%
B
33
Barings
North Carolina
$162K – – –
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$154K +$158K +16,419 New
LW
35
Linscomb Wealth
Texas
$124K +$127K +13,260 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$118K -$28.5K -2,963 -19%
CCIA
37
Campbell & Co Investment Adviser
Maryland
$109K +$102K +10,567 New
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$105K – – –
Ameriprise
39
Ameriprise
Minnesota
$105K +$108K +11,200 New
Creative Planning
40
Creative Planning
Kansas
$99K -$23.9K -2,486 -19%
DA
41
Doliver Advisors
Texas
$93K – – –
IA
42
IFP Advisors
Florida
$50K -$24K -2,500 -32%
Citigroup
43
Citigroup
New York
$47K -$5.48K -570 -10%
Deutsche Bank
44
Deutsche Bank
Germany
$44K -$981K -102,060 -96%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$38K – – –
First Manhattan
46
First Manhattan
New York
$30K – – –
AG
47
Advisor Group
Arizona
$30K +$260 +27 +0.9%
WAM
48
Wealthspire Advisors (Maryland)
Maryland
$11K +$11.1K +1,156 New
AF
49
Advisornet Financial
Minnesota
$9K – – –
CFGS
50
Concourse Financial Group Securities
Alabama
$9K +$9.46K +984 New
1
2
3

SGU Hedge Fund Activity: Q4 2018 in Review

61 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q4 2018, worth a combined $212M — down 6.3% from $226M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SGU positions and 7 closed out — a net gain of 7 holders — while 11 added to existing stakes and 19 trimmed.

The largest buyer was Bandera Partners, adding an estimated $2.04M. The largest seller was AlpInvest Partners, cutting an estimated $2.1M.

  • 61 institutional investors held Star Group (SGU) as of Q4 2018, up from 54 in Q3 2018.
  • Funds reported $212M of Star Group stock for Q4 2018, down 6.3% quarter-over-quarter.
  • 14 funds opened new Star Group positions in Q4 2018 and 7 closed out, a net change of +7 holders.
  • The largest Star Group buyer in Q4 2018 was Bandera Partners, an estimated $2.04M added.
  • The largest Star Group seller in Q4 2018 was AlpInvest Partners, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2018.