We are live on ! Find out more
SGU icon

Star Group
SGU

68 hedge funds and large institutions have $155M invested in Star Group in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

2% more capital invested

Capital invested by funds: $152M → $155M (+$2.62M)

2.59% less ownership

Funds ownership: 38.85% → 36.26% (-2.6%)

6% less funds holding

Funds holding: 72 → 68 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

99% less call options, than puts

Call options by funds: $1K | Put options by funds: $116K

Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
5
Increased
21
Reduced
19
Closed
8
Calls
$1K
Puts
$116K
Net Calls
-$115K
Net Calls Change
-$116K

Top Buyers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
+$2.7M
2
Invesco
Invesco
Georgia
+$968K
3
WI
WBI Investments
New Jersey
+$588K
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$446K
5
WG
Winton Group
United Kingdom
+$162K

Top Sellers

Rank Fund Capital Flow
1
BP
Bandera Partners
New York
-$1.9M
2
MCP
Moab Capital Partners
New York
-$1.3M
3
LWCA
Locust Wood Capital Advisers
New York
-$1.16M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$541K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$475K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$585K – – –
PCM
27
Parsons Capital Management
Rhode Island
$561K +$99.2K +10,000 +23%
Allianz Asset Management
28
Allianz Asset Management
Germany
$550K -$185K -18,690 -26%
UBS AM
29
UBS AM
Illinois
$501K – – –
GCP
30
GSA Capital Partners
United Kingdom
$485K -$341K -34,364 -43%
VRS
31
Virginia Retirement Systems
Virginia
$421K +$32.7K +3,300 +9%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$410K +$51.4K +5,179 +15%
UBS Group
33
UBS Group
Switzerland
$381K -$2.24K -226 -0.6%
MIM
34
MTM Investment Management
South Carolina
$349K +$129 +13 +0%
SEI Investments
35
SEI Investments
Pennsylvania
$300K – – –
State of Tennessee, Department of Treasury
36
State of Tennessee, Department of Treasury
Tennessee
$236K – – –
Northern Trust
37
Northern Trust
Illinois
$223K +$68.4K +6,896 +49%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$212K – – –
Bank of America
39
Bank of America
North Carolina
$207K +$10.1K +1,018 +5%
SWM
40
Spire Wealth Management
Virginia
$204K +$191K +19,293 New
Millennium Management
41
Millennium Management
New York
$199K -$50.8K -5,121 -21%
B
42
Barings
North Carolina
$183K – – –
Goldman Sachs
43
Goldman Sachs
New York
$178K -$162K -16,350 -49%
MAM
44
Marquette Asset Management
Minnesota
$159K – – –
Bank of New York Mellon
45
Bank of New York Mellon
New York
$158K +$1.9K +191 +1%
CS
46
Credit Suisse
Switzerland
$158K +$148K +14,894 New
Prudential Financial
47
Prudential Financial
New Jersey
$150K – – –
KBC Group
48
KBC Group
Belgium
$142K – – –
Osaic Holdings
49
Osaic Holdings
Arizona
$141K +$62K +6,254 +88%
FIM
50
Freedom Investment Management
Connecticut
$136K -$1.77K -179 -1%
1
2
3

SGU Hedge Fund Activity: Q1 2021 in Review

68 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q1 2021, worth a combined $155M — up 1.7% from $152M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SGU and 5 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 21 added.

The largest buyer was Brown Advisory, adding an estimated $2.7M. The largest seller was Bandera Partners, cutting an estimated $1.9M.

  • 68 institutional investors held Star Group (SGU) as of Q1 2021, down from 72 in Q4 2020.
  • Funds reported $155M of Star Group stock for Q1 2021, up 1.7% quarter-over-quarter.
  • 5 funds opened new Star Group positions in Q1 2021 and 8 closed out, a net change of -3 holders.
  • The largest Star Group buyer in Q1 2021 was Brown Advisory, an estimated $2.7M added.
  • The largest Star Group seller in Q1 2021 was Bandera Partners, an estimated $1.9M sold.

Based on aggregated 13F filings for Q1 2021.