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Star Group
SGU

68 hedge funds and large institutions have $162M invested in Star Group in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $150M → $162M (+$11.6M)

0.72% more ownership

Funds ownership: 32.54% → 33.27% (+0.72%)

0% more funds holding

Funds holding: 68 → 68 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

41% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 22

Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
6
Increased
13
Reduced
22
Closed
6
Calls
$27K
Puts
–
Net Calls
+$27K
Net Calls Change
-$87K

Top Buyers

Rank Fund Capital Flow
1
HP
Hartree Partners
New York
+$3.47M
2
Jane Street
Jane Street
New York
+$576K
3
Millennium Management
Millennium Management
New York
+$446K
4
EA
Ellsworth Advisors
Ohio
+$409K
5
CS
Credit Suisse
Switzerland
+$379K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.1M
2
Brown Advisory
Brown Advisory
Maryland
-$838K
3
Goldman Sachs
Goldman Sachs
New York
-$410K
4
BP
Bandera Partners
New York
-$271K
5
VRS
Virginia Retirement Systems
Virginia
-$169K
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$364K -$28.1K -2,050 -7%
Vanguard Group
27
Vanguard Group
Pennsylvania
$352K – – –
HF
28
HRT Financial
New York
$340K +$154K +11,226 +82%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$338K -$19.5K -1,425 -5%
Legal & General Group
30
Legal & General Group
United Kingdom
$327K +$296K +21,572 +900%
LPL Financial
31
LPL Financial
California
$306K +$307K +22,393 New
CSC
32
Cove Street Capital
California
$296K -$67.2K -4,900 -18%
GCP
33
GSA Capital Partners
United Kingdom
$291K +$292K +21,317 New
JMPWA
34
JP Morgan Private Wealth Advisors
California
$273K – – –
Two Sigma Investments
35
Two Sigma Investments
New York
$261K +$27K +1,971 +12%
MIM
36
MTM Investment Management
South Carolina
$234K -$82.1K -5,987 -26%
MAM
37
Marquette Asset Management
Minnesota
$205K – – –
Teacher Retirement System of Texas
38
Teacher Retirement System of Texas
Texas
$194K -$148K -10,816 -43%
Northern Trust
39
Northern Trust
Illinois
$192K -$52.7K -3,844 -22%
CHAM
40
Clear Harbor Asset Management
Connecticut
$178K – – –
Prudential Financial
41
Prudential Financial
New Jersey
$172K -$35.7K -2,600 -17%
CSPIA
42
Cary Street Partners Investment Advisory
Virginia
$170K – – –
Creative Planning
43
Creative Planning
Kansas
$148K +$219 +16 +0.1%
Ameriprise
44
Ameriprise
Minnesota
$143K -$47.9K -3,495 -25%
US Bancorp
45
US Bancorp
Minnesota
$123K – – –
Zurich Cantonal Bank
46
Zurich Cantonal Bank
Switzerland
$117K – – –
Bank of America
47
Bank of America
North Carolina
$96.3K +$6.09K +444 +7%
Osaic Holdings
48
Osaic Holdings
Arizona
$89.1K +$55 +4 +0.1%
HPC
49
HM Payson & Co
Maine
$82K – – –
Barclays
50
Barclays
United Kingdom
$79.3K +$74.9K +5,460 +1,583%
1
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SGU Hedge Fund Activity: Q2 2023 in Review

68 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q2 2023, worth a combined $162M — up 7.8% from $150M a quarter earlier.

Fund positioning in SGU was balanced in Q2 2023: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 22 trimmed.

The largest buyer was Hartree Partners, adding an estimated $3.47M. The largest seller was BlackRock, cutting an estimated $1.1M.

  • 68 institutional investors held Star Group (SGU) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $162M of Star Group stock for Q2 2023, up 7.8% quarter-over-quarter.
  • 6 funds opened new Star Group positions in Q2 2023 and 6 closed out, a net change of 0 holders.
  • The largest Star Group buyer in Q2 2023 was Hartree Partners, an estimated $3.47M added.
  • The largest Star Group seller in Q2 2023 was BlackRock, an estimated $1.1M sold.

Based on aggregated 13F filings for Q2 2023.