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Star Group
SGU

74 hedge funds and large institutions have $134M invested in Star Group in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,137% more call options, than puts

Call options by funds: $668K | Put options by funds: $54K

59% more capital invested

Capital invested by funds: $84.6M → $134M (+$49.5M)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

7% more funds holding

Funds holding: 69 → 74 (+5)

2.49% more ownership

Funds ownership: 28.63% → 31.12% (+2.5%)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
17
Reduced
19
Closed
9
Calls
$668K
Puts
$54K
Net Calls
+$614K
Net Calls Change
+$608K

Top Buyers

Rank Fund Capital Flow
1
HP
Hartree Partners
New York
+$10.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$5.91M
3
Wells Fargo
Wells Fargo
California
+$711K
4
KWM
Kanen Wealth Management
Florida
+$417K
5
Two Sigma Investments
Two Sigma Investments
New York
+$341K

Top Sellers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
-$4.66M
2
LWCA
Locust Wood Capital Advisers
New York
-$2.72M
3
CS
Central Securities
New York
-$1.72M
4
ETM
Euclidean Technologies Management
Washington
-$972K
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$897K
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
26
HRT Financial
New York
$436K +$335K +36,264 New
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$394K -$173K -18,665 -36%
MIM
28
MTM Investment Management
South Carolina
$375K -$18.3K -1,981 -6%
MWA
29
Monograph Wealth Advisors
California
$363K – – –
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$343K -$407 -44 -0.2%
Vanguard Group
31
Vanguard Group
Pennsylvania
$310K – – –
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$275K -$29.2K -3,160 -12%
Goldman Sachs
33
Goldman Sachs
New York
$267K -$19.5K -2,108 -9%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$241K – – –
Millennium Management
35
Millennium Management
New York
$201K -$522K -56,494 -77%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$194K +$135K +14,619 +990%
Northern Trust
37
Northern Trust
Illinois
$193K -$3.43K -371 -2%
Prudential Financial
38
Prudential Financial
New Jersey
$183K – – –
MAM
39
Marquette Asset Management
Minnesota
$181K – – –
Creative Planning
40
Creative Planning
Kansas
$175K +$213 +23 +0.2%
Ameriprise
41
Ameriprise
Minnesota
$169K – – –
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$160K +$123K +13,309 New
Teacher Retirement System of Texas
43
Teacher Retirement System of Texas
Texas
$159K -$43.8K -4,735 -26%
CHAM
44
Clear Harbor Asset Management
Connecticut
$157K – – –
NCM
45
Nantahala Capital Management
Connecticut
$153K +$117K +12,681 New
CSPIA
46
Cary Street Partners Investment Advisory
Virginia
$150K – – –
Bank of America
47
Bank of America
North Carolina
$145K +$89.1K +9,640 +409%
ASN
48
Advisory Services Network
Georgia
$118K +$90.8K +9,824 New
US Bancorp
49
US Bancorp
Minnesota
$108K – – –
Zurich Cantonal Bank
50
Zurich Cantonal Bank
Switzerland
$103K – – –
1
2
3 4

SGU Hedge Fund Activity: Q4 2022 in Review

74 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q4 2022, worth a combined $134M — up 59% from $84.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SGU positions and 9 closed out — a net gain of 5 holders — while 17 added to existing stakes and 19 trimmed.

The largest buyer was Hartree Partners, opening a new position worth an estimated $10.8M. The largest seller was Brown Advisory, cutting an estimated $4.66M.

  • 74 institutional investors held Star Group (SGU) as of Q4 2022, up from 69 in Q3 2022.
  • Funds reported $134M of Star Group stock for Q4 2022, up 59% quarter-over-quarter.
  • 14 funds opened new Star Group positions in Q4 2022 and 9 closed out, a net change of +5 holders.
  • The largest Star Group buyer in Q4 2022 was Hartree Partners, an estimated $10.8M added.
  • The largest Star Group seller in Q4 2022 was Brown Advisory, an estimated $4.66M sold.

Based on aggregated 13F filings for Q4 2022.