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Star Group

69 hedge funds and large institutions have $134M invested in Star Group in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

6% more funds holding

Funds holding: 6569 (+4)

1% less capital invested

Capital invested by funds: $136M → $134M (-$1.94M)

1.3% less ownership

Funds ownership: 33.63%32.32% (-1.3%)

29% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 21

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
15
Reduced
21
Closed
6
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$151K
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$327K +$6.13K +574 +2%
MWA
27
Monograph Wealth Advisors
California
$324K +$322K +30,114 New
Millennium Management
28
Millennium Management
New York
$307K +$85.5K +8,002 +39%
Vanguard Group
29
Vanguard Group
Pennsylvania
$277K +$89.6K +8,389 +48%
Goldman Sachs
30
Goldman Sachs
New York
$265K +$23.6K +2,205 +10%
SWM
31
Spire Wealth Management
Virginia
$219K +$5.34K +500 +3%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$215K
Northern Trust
33
Northern Trust
Illinois
$188K -$155K -14,526 -45%
B
34
Barings
North Carolina
$187K
MAM
35
Marquette Asset Management
Minnesota
$162K
Prudential Financial
36
Prudential Financial
New Jersey
$149K -$32.1K -3,000 -18%
Creative Planning
37
Creative Planning
Kansas
$142K +$141K +13,172 New
CHAM
38
Clear Harbor Asset Management
Connecticut
$140K
Ameriprise
39
Ameriprise
Minnesota
$138K
CS
40
Credit Suisse
Switzerland
$135K +$134K +12,513 New
WI
41
WBI Investments
New Jersey
$132K -$377K -35,303 -74%
FIM
42
Freedom Investment Management
Connecticut
$117K -$5.68K -532 -5%
ASN
43
Advisory Services Network
Georgia
$112K +$246 +23 +0.2%
SG
44
StoneX Group
New York
$108K +$107K +10,000 New
US Bancorp
45
US Bancorp
Minnesota
$97K
Zurich Cantonal Bank
46
Zurich Cantonal Bank
Switzerland
$92K
UBS Group
47
UBS Group
Switzerland
$85K -$300K -28,042 -78%
KBC Group
48
KBC Group
Belgium
$72K
Osaic Holdings
49
Osaic Holdings
Arizona
$65K +$118 +11 +0.2%
JP Morgan Chase
50
JP Morgan Chase
New York
$60K +$5.1K +477 +9%

SGU Hedge Fund Activity: Q4 2021 in Review

69 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q4 2021, worth a combined $134M — down 1.4% from $136M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SGU positions and 6 closed out — a net gain of 5 holders — while 15 added to existing stakes and 21 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $141K. The largest seller was Acadian Asset Management, cutting an estimated $795K.

  • 69 institutional investors held Star Group (SGU) as of Q4 2021, up from 65 in Q3 2021.
  • Funds reported $134M of Star Group stock for Q4 2021, down 1.4% quarter-over-quarter.
  • 11 funds opened new Star Group positions in Q4 2021 and 6 closed out, a net change of +5 holders.
  • The largest Star Group buyer in Q4 2021 was Creative Planning, an estimated $141K added.
  • The largest Star Group seller in Q4 2021 was Acadian Asset Management, an estimated $795K sold.

Based on aggregated 13F filings for Q4 2021.