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Star Group
SGU

68 hedge funds and large institutions have $150M invested in Star Group in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,400% more call options, than puts

Call options by funds: $115K | Put options by funds: $1K

12% more capital invested

Capital invested by funds: $134M → $150M (+$16M)

1.42% more ownership

Funds ownership: 31.12% → 32.54% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

8% less funds holding

Funds holding: 74 → 68 (-6)

39% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 23

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
68
Holders Change
-6
Holders Change %
-8.11%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
14
Reduced
23
Closed
11
Calls
$115K
Puts
$1K
Net Calls
+$114K
Net Calls Change
-$500K

Top Buyers

Rank Fund Capital Flow
1
HP
Hartree Partners
New York
+$21M
2
Blackstone Inc
Blackstone Inc
New York
+$1.06M
3
VRS
Virginia Retirement Systems
Virginia
+$166K
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$147K
5
Goldman Sachs
Goldman Sachs
New York
+$117K

Top Sellers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
-$4.22M
2
KWM
Kanen Wealth Management
Florida
-$2.53M
3
OCP
Oakcliff Capital Partners
New York
-$2.35M
4
ETM
Euclidean Technologies Management
Washington
-$1.24M
5
Renaissance Technologies
Renaissance Technologies
New York
-$721K
Name Holding Trade Value Shares
Change 		Change in
Stake
Teacher Retirement System of Texas
26
Teacher Retirement System of Texas
Texas
$324K +$147K +11,857 +90%
MIM
27
MTM Investment Management
South Carolina
$300K -$98.8K -7,986 -26%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$259K – – –
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$245K +$35K +2,831 +18%
Northern Trust
30
Northern Trust
Illinois
$232K +$23.2K +1,879 +12%
Two Sigma Investments
31
Two Sigma Investments
New York
$222K -$245K -19,768 -54%
Prudential Financial
32
Prudential Financial
New Jersey
$197K – – –
MAM
33
Marquette Asset Management
Minnesota
$195K – – –
Ameriprise
34
Ameriprise
Minnesota
$182K – – –
HF
35
HRT Financial
New York
$177K -$279K -22,589 -62%
CHAM
36
Clear Harbor Asset Management
Connecticut
$169K – – –
CSPIA
37
Cary Street Partners Investment Advisory
Virginia
$161K – – –
Creative Planning
38
Creative Planning
Kansas
$140K -$46.1K -3,724 -26%
ASN
39
Advisory Services Network
Georgia
$128K +$309 +25 +0.3%
US Bancorp
40
US Bancorp
Minnesota
$117K – – –
Zurich Cantonal Bank
41
Zurich Cantonal Bank
Switzerland
$111K – – –
Bank of America
42
Bank of America
North Carolina
$85.7K -$66.7K -5,389 -45%
Osaic Holdings
43
Osaic Holdings
Arizona
$84.5K +$6.24K +504 +8%
HPC
44
HM Payson & Co
Maine
$77.8K -$23.5K -1,900 -24%
SWM
45
Spire Wealth Management
Virginia
$62.7K – – –
CTA
46
Colonial Trust Advisors
South Carolina
$58.4K – – –
Citadel Advisors
47
Citadel Advisors
Florida
$39.9K +$38.1K +3,079 New
Legal & General Group
48
Legal & General Group
United Kingdom
$31.1K – – –
DWA
49
Dorsey Wright & Associates
California
$22.2K +$21.2K +1,711 New
HCM
50
Hollencrest Capital Management
California
$21.3K – – –
1
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SGU Hedge Fund Activity: Q1 2023 in Review

68 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q1 2023, worth a combined $150M — up 12% from $134M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SGU and 5 opened new positions — a net loss of 6 holders — while 23 trimmed existing stakes and 14 added.

The largest buyer was Hartree Partners, adding an estimated $21M. The largest seller was Brown Advisory, cutting an estimated $4.22M.

  • 68 institutional investors held Star Group (SGU) as of Q1 2023, down from 74 in Q4 2022.
  • Funds reported $150M of Star Group stock for Q1 2023, up 12% quarter-over-quarter.
  • 5 funds opened new Star Group positions in Q1 2023 and 11 closed out, a net change of -6 holders.
  • The largest Star Group buyer in Q1 2023 was Hartree Partners, an estimated $21M added.
  • The largest Star Group seller in Q1 2023 was Brown Advisory, an estimated $4.22M sold.

Based on aggregated 13F filings for Q1 2023.