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Star Group
SGU

74 hedge funds and large institutions have $169M invested in Star Group in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

12% more funds holding

Funds holding: 66 → 74 (+8)

11% more capital invested

Capital invested by funds: $152M → $169M (+$17.1M)

0.03% more ownership

Funds ownership: 42.62% → 42.65% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
16
Increased
22
Reduced
19
Closed
7
Calls
$112K
Puts
–
Net Calls
+$112K
Net Calls Change
+$77K

Top Buyers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
+$990K
2
Renaissance Technologies
Renaissance Technologies
New York
+$736K
3
WG
Winton Group
United Kingdom
+$723K
4
Brown Advisory
Brown Advisory
Maryland
+$669K
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$482K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.12M
2
Morgan Stanley
Morgan Stanley
New York
-$753K
3
LWCA
Locust Wood Capital Advisers
New York
-$703K
4
LW
Linscomb Wealth
Texas
-$554K
5
Ameriprise
Ameriprise
Minnesota
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$736K -$753K -95,490 -53%
Ameriprise
27
Ameriprise
Minnesota
$623K -$226K -28,600 -29%
AIC
28
Aurora Investment Counsel
Georgia
$560K +$13.6K +1,723 +3%
Millennium Management
29
Millennium Management
New York
$529K +$476K +60,317 New
UBS Group
30
UBS Group
Switzerland
$459K +$5.69K +722 +1%
PCM
31
Parsons Capital Management
Rhode Island
$351K +$315K +40,000 New
SEI Investments
32
SEI Investments
Pennsylvania
$343K +$77.7K +9,850 +34%
Grantham, Mayo, Van Otterloo & Co (GMO)
33
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$327K -$9.46K -1,200 -3%
UBS AM
34
UBS AM
Illinois
$306K -$11.6K -1,467 -4%
Citadel Advisors
35
Citadel Advisors
Florida
$306K +$153K +19,438 +126%
Goldman Sachs
36
Goldman Sachs
New York
$302K +$88K +11,156 +48%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$296K -$3.68K -467 -1%
VF
38
Virtu Financial
New York
$264K +$237K +30,080 New
Prudential Financial
39
Prudential Financial
New Jersey
$224K +$112K +14,200 +126%
VRS
40
Virginia Retirement Systems
Virginia
$209K +$28.4K +3,600 +18%
State of Tennessee, Department of Treasury
41
State of Tennessee, Department of Treasury
Tennessee
$194K +$2.85K +361 +2%
Connor, Clark & Lunn Investment Management (CC&L)
42
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$177K +$159K +20,209 New
JMPWA
43
JP Morgan Private Wealth Advisors
California
$175K – – –
DTL
44
Dynamic Technology Lab
Singapore
$161K +$145K +18,361 New
GCP
45
GSA Capital Partners
United Kingdom
$155K -$11.6K -1,474 -8%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$145K +$5.9K +748 +5%
Northern Trust
47
Northern Trust
Illinois
$135K -$3.97K -503 -3%
B
48
Barings
North Carolina
$133K – – –
MAM
49
Marquette Asset Management
Minnesota
$132K – – –
AIMCA
50
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$113K -$87.5K -11,100 -46%
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SGU Hedge Fund Activity: Q2 2020 in Review

74 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q2 2020, worth a combined $169M — up 11% from $152M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SGU positions and 7 closed out — a net gain of 9 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $990K. The largest seller was Fidelity Investments, cutting an estimated $6.12M.

  • 74 institutional investors held Star Group (SGU) as of Q2 2020, up from 66 in Q1 2020.
  • Funds reported $169M of Star Group stock for Q2 2020, up 11% quarter-over-quarter.
  • 16 funds opened new Star Group positions in Q2 2020 and 7 closed out, a net change of +9 holders.
  • The largest Star Group buyer in Q2 2020 was Allianz Asset Management, an estimated $990K added.
  • The largest Star Group seller in Q2 2020 was Fidelity Investments, an estimated $6.12M sold.

Based on aggregated 13F filings for Q2 2020.