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Star Group
SGU

71 hedge funds and large institutions have $103M invested in Star Group in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

25% more call options, than puts

Call options by funds: $312K | Put options by funds: $249K

0% more funds holding

Funds holding: 71 → 71 (0)

0.48% less ownership

Funds ownership: 30.88% → 30.4% (-0.48%)

21% less capital invested

Capital invested by funds: $129M → $103M (-$26.6M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
16
Reduced
24
Closed
5
Calls
$312K
Puts
$249K
Net Calls
+$63K
Net Calls Change
-$199K

Top Buyers

Rank Fund Capital Flow
1
KWM
Kanen Wealth Management
Florida
+$1.7M
2
Morgan Stanley
Morgan Stanley
New York
+$445K
3
BlackRock
BlackRock
New York
+$383K
4
Citadel Advisors
Citadel Advisors
Florida
+$261K
5
Millennium Management
Millennium Management
New York
+$225K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.92M
2
CS
Central Securities
New York
-$1.91M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$561K
4
Brown Advisory
Brown Advisory
Maryland
-$546K
5
Renaissance Technologies
Renaissance Technologies
New York
-$488K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$251K -$10.9K -1,060 -4%
Allianz Asset Management
27
Allianz Asset Management
Germany
$247K -$57.7K -5,600 -17%
State of Tennessee, Department of Treasury
28
State of Tennessee, Department of Treasury
Tennessee
$244K -$223K -21,630 -45%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$239K -$198K -19,174 -42%
Vanguard Group
30
Vanguard Group
Pennsylvania
$236K – – –
Citadel Advisors
31
Citadel Advisors
Florida
$232K +$261K +25,332 New
CCIA
32
Campbell & Co Investment Adviser
Maryland
$192K +$216K +20,955 New
JMPWA
33
JP Morgan Private Wealth Advisors
California
$183K – – –
SWM
34
Spire Wealth Management
Virginia
$182K – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$161K +$118K +11,442 +191%
Northern Trust
36
Northern Trust
Illinois
$153K -$4.41K -428 -3%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$141K +$158K +15,330 New
Prudential Financial
38
Prudential Financial
New Jersey
$139K -$33K -3,200 -17%
MAM
39
Marquette Asset Management
Minnesota
$138K – – –
Creative Planning
40
Creative Planning
Kansas
$135K +$2.25K +218 +2%
Ameriprise
41
Ameriprise
Minnesota
$128K -$41 -4 -0%
CHAM
42
Clear Harbor Asset Management
Connecticut
$119K – – –
SSA
43
Schonfeld Strategic Advisors
New York
$119K +$24.7K +2,400 +23%
CSPIA
44
Cary Street Partners Investment Advisory
Virginia
$114K – – –
Legal & General Group
45
Legal & General Group
United Kingdom
$113K +$99.6K +9,667 +365%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$111K – – –
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$109K +$123K +11,932 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$105K +$117K +11,397 New
US Bancorp
49
US Bancorp
Minnesota
$83K – – –
Zurich Cantonal Bank
50
Zurich Cantonal Bank
Switzerland
$79K – – –
1
2
3

SGU Hedge Fund Activity: Q2 2022 in Review

71 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q2 2022, worth a combined $103M — down 21% from $129M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SGU positions and 5 closed out — a net gain of 2 holders — while 16 added to existing stakes and 24 trimmed.

The largest buyer was Kanen Wealth Management, opening a new position worth an estimated $1.7M. The largest seller was Fidelity Investments, cutting an estimated $2.92M.

  • 71 institutional investors held Star Group (SGU) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $103M of Star Group stock for Q2 2022, down 21% quarter-over-quarter.
  • 7 funds opened new Star Group positions in Q2 2022 and 5 closed out, a net change of +2 holders.
  • The largest Star Group buyer in Q2 2022 was Kanen Wealth Management, an estimated $1.7M added.
  • The largest Star Group seller in Q2 2022 was Fidelity Investments, an estimated $2.92M sold.

Based on aggregated 13F filings for Q2 2022.