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Star Group

72 hedge funds and large institutions have $169M invested in Star Group in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 7072 (+2)

0.42% more ownership

Funds ownership: 41.58%42% (+0.42%)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

13% less capital invested

Capital invested by funds: $194M → $169M (-$25.3M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
7
Increased
19
Reduced
21
Closed
5
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$503K +$7.19K +766 +1%
GCP
27
GSA Capital Partners
United Kingdom
$502K -$24.5K -2,609 -5%
UBS AM
28
UBS AM
Illinois
$459K +$123K +13,054 +37%
Grantham, Mayo, Van Otterloo & Co (GMO)
29
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$390K
WG
30
Winton Group
United Kingdom
$379K +$376K +40,109 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$334K -$25.5K -2,716 -7%
BGDI
32
BW Gestao de Investimentos
Brazil
$333K
Russell Investments Group
33
Russell Investments Group
United Kingdom
$330K -$46K -4,900 -12%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$302K -$111K -11,821 -27%
Invesco
35
Invesco
Georgia
$241K +$24.6K +2,616 +11%
AIMCA
36
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$227K
SEI Investments
37
SEI Investments
Pennsylvania
$209K
AIM
38
Axiom Investment Management
New York
$207K +$2.71K +289 +1%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$201K -$185K -19,747 -48%
Goldman Sachs
40
Goldman Sachs
New York
$194K +$46.1K +4,910 +31%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$189K
Bank of New York Mellon
42
Bank of New York Mellon
New York
$182K +$30.3K +3,227 +20%
TI
43
Trexquant Investment
Connecticut
$179K +$177K +18,885 New
B
44
Barings
North Carolina
$163K
Creative Planning
45
Creative Planning
Kansas
$153K -$4.33K -461 -3%
MAM
46
Marquette Asset Management
Minnesota
$142K
HSBC Holdings
47
HSBC Holdings
United Kingdom
$129K -$554 -59 -0.4%
Northern Trust
48
Northern Trust
Illinois
$129K +$14.2K +1,516 +13%
JP Morgan Chase
49
JP Morgan Chase
New York
$110K -$26.9K -2,861 -20%
ASN
50
Advisory Services Network
Georgia
$109K

SGU Hedge Fund Activity: Q4 2019 in Review

72 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q4 2019, worth a combined $169M — down 13% from $194M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SGU positions and 5 closed out — a net gain of 2 holders — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Linscomb Wealth, opening a new position worth an estimated $1.04M. The largest seller was Cat Rock Capital Management, exiting entirely with an estimated $6.59M sold.

  • 72 institutional investors held Star Group (SGU) as of Q4 2019, up from 70 in Q3 2019.
  • Funds reported $169M of Star Group stock for Q4 2019, down 13% quarter-over-quarter.
  • 7 funds opened new Star Group positions in Q4 2019 and 5 closed out, a net change of +2 holders.
  • The largest Star Group buyer in Q4 2019 was Linscomb Wealth, an estimated $1.04M added.
  • The largest Star Group seller in Q4 2019 was Cat Rock Capital Management, an estimated $6.59M sold.

Based on aggregated 13F filings for Q4 2019.