We are live on ! Find out more
SGU icon

Star Group
SGU

70 hedge funds and large institutions have $194M invested in Star Group in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

1.5% less ownership

Funds ownership: 43.08% → 41.58% (-1.5%)

5% less funds holding

Funds holding: 74 → 70 (-4)

10% less capital invested

Capital invested by funds: $215M → $194M (-$21.3M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
1.54%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
5
Increased
21
Reduced
23
Closed
8
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
-$105K

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$920K
2
CS
Central Securities
New York
+$803K
3
APG Asset Management
APG Asset Management
Netherlands
+$694K
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$651K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$522K

Top Sellers

Rank Fund Capital Flow
1
CRCM
Cat Rock Capital Management
Connecticut
-$11.5M
2
CSC
Cove Street Capital
California
-$1.11M
3
Morgan Stanley
Morgan Stanley
New York
-$545K
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$538K
5
Brown Advisory
Brown Advisory
Maryland
-$440K
Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
26
GSA Capital Partners
United Kingdom
$527K +$130K +13,600 +32%
UBS Group
27
UBS Group
Switzerland
$497K -$92K -9,610 -15%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$415K +$261K +27,232 +164%
Grantham, Mayo, Van Otterloo & Co (GMO)
29
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$390K -$21.1K -2,200 -5%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$389K -$538K -56,191 -58%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$377K +$341K +35,564 +827%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$360K +$1.16K +121 +0.3%
UBS AM
33
UBS AM
Illinois
$335K +$339K +35,414 New
BGDI
34
BW Gestao de Investimentos
Brazil
$333K +$3.91K +408 +1%
AIMCA
35
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$227K +$118K +12,300 +105%
Invesco
36
Invesco
Georgia
$216K -$670 -70 -0.3%
SEI Investments
37
SEI Investments
Pennsylvania
$209K – – –
AIM
38
Axiom Investment Management
New York
$205K +$2.66K +278 +1%
Citadel Advisors
39
Citadel Advisors
Florida
$197K -$179K -18,682 -47%
JMPWA
40
JP Morgan Private Wealth Advisors
California
$189K – – –
CH
41
Canton Hathaway
Rhode Island
$180K – – –
WJWM
42
Williams Jones Wealth Management
New York
$166K +$168K +17,500 New
B
43
Barings
North Carolina
$164K – – –
Creative Planning
44
Creative Planning
Kansas
$157K +$163 +17 +0.1%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$152K +$21.2K +2,217 +16%
Goldman Sachs
46
Goldman Sachs
New York
$148K -$26.7K -2,789 -15%
MAM
47
Marquette Asset Management
Minnesota
$142K – – –
Bank of America
48
Bank of America
North Carolina
$138K -$159K -16,619 -53%
JP Morgan Chase
49
JP Morgan Chase
New York
$137K -$929 -97 -0.7%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$129K +$18.7K +1,955 +17%
1
2
3 4

SGU Hedge Fund Activity: Q3 2019 in Review

70 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q3 2019, worth a combined $194M — down 9.9% from $215M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SGU and 5 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 21 added.

The largest buyer was Renaissance Technologies, adding an estimated $920K. The largest seller was Cat Rock Capital Management, cutting an estimated $11.5M.

  • 70 institutional investors held Star Group (SGU) as of Q3 2019, down from 74 in Q2 2019.
  • Funds reported $194M of Star Group stock for Q3 2019, down 9.9% quarter-over-quarter.
  • 5 funds opened new Star Group positions in Q3 2019 and 8 closed out, a net change of -3 holders.
  • The largest Star Group buyer in Q3 2019 was Renaissance Technologies, an estimated $920K added.
  • The largest Star Group seller in Q3 2019 was Cat Rock Capital Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2019.