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Star Group
SGU

69 hedge funds and large institutions have $84.6M invested in Star Group in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.77% less ownership

Funds ownership: 30.4% → 28.63% (-1.8%)

3% less funds holding

Funds holding: 71 → 69 (-2)

18% less capital invested

Capital invested by funds: $103M → $84.6M (-$18M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

54% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 24

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
11
Reduced
24
Closed
8
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
-$57K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$231K
2
State Street
State Street
Massachusetts
+$230K
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$177K
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$168K
5
BlackRock
BlackRock
New York
+$125K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.57M
2
CS
Central Securities
New York
-$1.43M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.14M
4
Wells Fargo
Wells Fargo
California
-$597K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$407K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
26
Monograph Wealth Advisors
California
$245K – – –
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$232K -$3.48K -371 -1%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$211K – – –
Vanguard Group
29
Vanguard Group
Pennsylvania
$210K – – –
Goldman Sachs
30
Goldman Sachs
New York
$197K -$29.4K -3,138 -11%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$163K – – –
Teacher Retirement System of Texas
32
Teacher Retirement System of Texas
Texas
$145K +$168K +17,892 New
Osaic Holdings
33
Osaic Holdings
Arizona
$142K -$412 -44 -0.3%
Northern Trust
34
Northern Trust
Illinois
$133K -$2.85K -304 -2%
Prudential Financial
35
Prudential Financial
New Jersey
$124K – – –
MAM
36
Marquette Asset Management
Minnesota
$122K – – –
Creative Planning
37
Creative Planning
Kansas
$118K -$1.69K -180 -1%
Ameriprise
38
Ameriprise
Minnesota
$114K – – –
CHAM
39
Clear Harbor Asset Management
Connecticut
$106K – – –
SSA
40
Schonfeld Strategic Advisors
New York
$105K – – –
Wells Fargo
41
Wells Fargo
California
$104K -$597K -63,700 -83%
CSPIA
42
Cary Street Partners Investment Advisory
Virginia
$101K – – –
TI
43
Trexquant Investment
Connecticut
$97K +$112K +11,914 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$93K – – –
CCIA
45
Campbell & Co Investment Adviser
Maryland
$92K -$90.3K -9,638 -46%
HPC
46
HM Payson & Co
Maine
$89K +$102K +10,900 New
US Bancorp
47
US Bancorp
Minnesota
$73K – – –
Zurich Cantonal Bank
48
Zurich Cantonal Bank
Switzerland
$70K – – –
UBS Group
49
UBS Group
Switzerland
$53K +$20.8K +2,216 +51%
SWM
50
Spire Wealth Management
Virginia
$39K -$140K -14,993 -76%
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SGU Hedge Fund Activity: Q3 2022 in Review

69 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q3 2022, worth a combined $84.6M — down 18% from $103M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SGU and 6 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 11 added.

The largest buyer was Millennium Management, adding an estimated $231K. The largest seller was Fidelity Investments, cutting an estimated $3.57M.

  • 69 institutional investors held Star Group (SGU) as of Q3 2022, down from 71 in Q2 2022.
  • Funds reported $84.6M of Star Group stock for Q3 2022, down 18% quarter-over-quarter.
  • 6 funds opened new Star Group positions in Q3 2022 and 8 closed out, a net change of -2 holders.
  • The largest Star Group buyer in Q3 2022 was Millennium Management, an estimated $231K added.
  • The largest Star Group seller in Q3 2022 was Fidelity Investments, an estimated $3.57M sold.

Based on aggregated 13F filings for Q3 2022.