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Star Group

71 hedge funds and large institutions have $129M invested in Star Group in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,191% more call options, than puts

Call options by funds: $284K | Put options by funds: $22K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

3% more funds holding

Funds holding: 6971 (+2)

3% less capital invested

Capital invested by funds: $134M → $129M (-$4.62M)

1.44% less ownership

Funds ownership: 32.32%30.88% (-1.4%)

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
22
Reduced
16
Closed
8
Calls
$284K
Puts
$22K
Net Calls
+$262K
Net Calls Change
+$261K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$341K +$190K +18,120 +145%
MWA
27
Monograph Wealth Advisors
California
$334K
Goldman Sachs
28
Goldman Sachs
New York
$316K +$39.9K +3,816 +15%
Millennium Management
29
Millennium Management
New York
$296K -$19.7K -1,885 -7%
Vanguard Group
30
Vanguard Group
Pennsylvania
$285K
JMPWA
31
JP Morgan Private Wealth Advisors
California
$222K
SWM
32
Spire Wealth Management
Virginia
$220K -$5.23K -500 -2%
PPA
33
Parametric Portfolio Associates
Washington
$218K +$205K +19,610 New
Prudential Financial
34
Prudential Financial
New Jersey
$204K +$48.1K +4,600 +33%
B
35
Barings
North Carolina
$192K
Northern Trust
36
Northern Trust
Illinois
$190K -$4.32K -413 -2%
MAM
37
Marquette Asset Management
Minnesota
$167K
Creative Planning
38
Creative Planning
Kansas
$161K +$13.6K +1,297 +10%
Ameriprise
39
Ameriprise
Minnesota
$155K +$12.5K +1,199 +9%
CHAM
40
Clear Harbor Asset Management
Connecticut
$144K
CSPIA
41
Cary Street Partners Investment Advisory
Virginia
$138K +$130K +12,450 New
VOYA Investment Management
42
VOYA Investment Management
Georgia
$135K +$127K +12,157 New
SSA
43
Schonfeld Strategic Advisors
New York
$117K +$110K +10,500 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$115K +$108K +10,344 New
US Bancorp
45
US Bancorp
Minnesota
$100K
KBC Group
46
KBC Group
Belgium
$98K +$22.4K +2,138 +32%
Zurich Cantonal Bank
47
Zurich Cantonal Bank
Switzerland
$95K
VI
48
Vestcor Inc
New Brunswick, Canada
$91K +$85.7K +8,189 New
PFS
49
Prospera Financial Services
Texas
$89K +$83.7K +8,000 New
UBS Group
50
UBS Group
Switzerland
$83K -$3.17K -303 -4%

SGU Hedge Fund Activity: Q1 2022 in Review

71 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q1 2022, worth a combined $129M — down 3.5% from $134M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SGU positions and 8 closed out — a net gain of 3 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was Bandera Partners, adding an estimated $1.58M. The largest seller was Fidelity Investments, cutting an estimated $6.84M.

  • 71 institutional investors held Star Group (SGU) as of Q1 2022, up from 69 in Q4 2021.
  • Funds reported $129M of Star Group stock for Q1 2022, down 3.5% quarter-over-quarter.
  • 11 funds opened new Star Group positions in Q1 2022 and 8 closed out, a net change of +3 holders.
  • The largest Star Group buyer in Q1 2022 was Bandera Partners, an estimated $1.58M added.
  • The largest Star Group seller in Q1 2022 was Fidelity Investments, an estimated $6.84M sold.

Based on aggregated 13F filings for Q1 2022.