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Star Group
SGU

66 hedge funds and large institutions have $152M invested in Star Group in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0.62% more ownership

Funds ownership: 42% → 42.62% (+0.62%)

8% less funds holding

Funds holding: 72 → 66 (-6)

10% less capital invested

Capital invested by funds: $169M → $152M (-$16.9M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
66
Holders Change
-6
Holders Change %
-8.33%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
5
Increased
22
Reduced
21
Closed
9
Calls
$35K
Puts
–
Net Calls
+$35K
Net Calls Change
+$32K

Top Buyers

Rank Fund Capital Flow
1
BP
Bandera Partners
New York
+$5.06M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.12M
3
DA
Doliver Advisors
Texas
+$1.1M
4
MCP
Moab Capital Partners
New York
+$407K
5
State Street
State Street
Massachusetts
+$375K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.76M
2
LWCA
Locust Wood Capital Advisers
New York
-$1.63M
3
Morgan Stanley
Morgan Stanley
New York
-$953K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$362K
5
LW
Linscomb Wealth
Texas
-$341K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
26
Aurora Investment Counsel
Georgia
$479K -$61K -6,975 -10%
UBS Group
27
UBS Group
Switzerland
$397K -$14.7K -1,681 -3%
WG
28
Winton Group
United Kingdom
$368K +$67.6K +7,727 +19%
Grantham, Mayo, Van Otterloo & Co (GMO)
29
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$296K -$23.6K -2,700 -7%
UBS AM
30
UBS AM
Illinois
$280K -$106K -12,071 -25%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$263K -$10.2K -1,164 -3%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$258K +$13.1K +1,500 +5%
SEI Investments
33
SEI Investments
Pennsylvania
$224K +$61.8K +7,067 +32%
AIMCA
34
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$185K – – –
Goldman Sachs
35
Goldman Sachs
New York
$179K +$23.9K +2,732 +13%
AIM
36
Axiom Investment Management
New York
$171K +$2.57K +294 +1%
State of Tennessee, Department of Treasury
37
State of Tennessee, Department of Treasury
Tennessee
$168K +$190K +21,756 New
VRS
38
Virginia Retirement Systems
Virginia
$156K +$177K +20,200 New
JMPWA
39
JP Morgan Private Wealth Advisors
California
$154K – – –
GCP
40
GSA Capital Partners
United Kingdom
$147K -$297K -33,952 -64%
B
41
Barings
North Carolina
$133K – – –
Northern Trust
42
Northern Trust
Illinois
$123K +$19.9K +2,275 +17%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$122K -$29.5K -3,373 -18%
Citadel Advisors
44
Citadel Advisors
Florida
$119K +$135K +15,474 New
MAM
45
Marquette Asset Management
Minnesota
$116K – – –
Bank of America
46
Bank of America
North Carolina
$104K +$46.2K +5,281 +65%
FIM
47
Freedom Investment Management
Connecticut
$97K +$2.04K +233 +2%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$94K -$11.7K -1,342 -10%
Deutsche Bank
49
Deutsche Bank
Germany
$89K +$89.9K +10,268 +791%
Prudential Financial
50
Prudential Financial
New Jersey
$87K – – –
1
2
3

SGU Hedge Fund Activity: Q1 2020 in Review

66 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q1 2020, worth a combined $152M — down 10% from $169M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SGU and 5 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 22 added.

The largest buyer was Bandera Partners, adding an estimated $5.06M. The largest seller was Fidelity Investments, cutting an estimated $4.76M.

  • 66 institutional investors held Star Group (SGU) as of Q1 2020, down from 72 in Q4 2019.
  • Funds reported $152M of Star Group stock for Q1 2020, down 10% quarter-over-quarter.
  • 5 funds opened new Star Group positions in Q1 2020 and 9 closed out, a net change of -4 holders.
  • The largest Star Group buyer in Q1 2020 was Bandera Partners, an estimated $5.06M added.
  • The largest Star Group seller in Q1 2020 was Fidelity Investments, an estimated $4.76M sold.

Based on aggregated 13F filings for Q1 2020.