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Star Group
SGU

65 hedge funds and large institutions have $143M invested in Star Group in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

0.09% more ownership

Funds ownership: 33.27% → 33.35% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less funds holding

Funds holding: 68 → 65 (-3)

12% less capital invested

Capital invested by funds: $162M → $143M (-$18.9M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
3
Increased
19
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$585K
2
Brown Advisory
Brown Advisory
Maryland
+$512K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$187K
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$140K
5
Wells Fargo
Wells Fargo
California
+$138K

Top Sellers

Rank Fund Capital Flow
1
EA
Ellsworth Advisors
Ohio
-$407K
2
GCP
GSA Capital Partners
United Kingdom
-$291K
3
Two Sigma Investments
Two Sigma Investments
New York
-$261K
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$194K
5
Millennium Management
Millennium Management
New York
-$142K
Name Holding Trade Value Shares
Change 		Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$298K – – –
Legal & General Group
27
Legal & General Group
United Kingdom
$288K – – –
LPL Financial
28
LPL Financial
California
$269K -$12 -1 -0%
HF
29
HRT Financial
New York
$260K -$40.1K -3,238 -13%
Millennium Management
30
Millennium Management
New York
$254K -$142K -11,464 -35%
MIM
31
MTM Investment Management
South Carolina
$206K +$25 +2 +0%
CSC
32
Cove Street Capital
California
$202K -$57.9K -4,677 -22%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$182K +$187K +15,104 New
JMPWA
34
JP Morgan Private Wealth Advisors
California
$182K -$60.7K -4,900 -25%
MAM
35
Marquette Asset Management
Minnesota
$180K – – –
Northern Trust
36
Northern Trust
Illinois
$179K +$10.1K +812 +6%
CHAM
37
Clear Harbor Asset Management
Connecticut
$156K – – –
CSPIA
38
Cary Street Partners Investment Advisory
Virginia
$150K – – –
Prudential Financial
39
Prudential Financial
New Jersey
$131K -$21K -1,700 -13%
Creative Planning
40
Creative Planning
Kansas
$130K +$198 +16 +0.1%
Ameriprise
41
Ameriprise
Minnesota
$126K – – –
US Bancorp
42
US Bancorp
Minnesota
$108K – – –
Zurich Cantonal Bank
43
Zurich Cantonal Bank
Switzerland
$103K – – –
Bank of America
44
Bank of America
North Carolina
$98.1K +$13.7K +1,103 +16%
Osaic Holdings
45
Osaic Holdings
Arizona
$82.4K +$4.12K +333 +5%
HPC
46
HM Payson & Co
Maine
$72.2K – – –
Barclays
47
Barclays
United Kingdom
$70.9K +$1.06K +86 +1%
Canada Life
48
Canada Life
Manitoba, Canada
$68K +$61.3K +4,948 +726%
SWM
49
Spire Wealth Management
Virginia
$58.2K – – –
CTA
50
Colonial Trust Advisors
South Carolina
$54.1K – – –
1
2
3

SGU Hedge Fund Activity: Q3 2023 in Review

65 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q3 2023, worth a combined $143M — down 12% from $162M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SGU and 3 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 19 added.

The largest buyer was JP Morgan Chase, adding an estimated $585K. The largest seller was Ellsworth Advisors, exiting entirely with an estimated $407K sold.

  • 65 institutional investors held Star Group (SGU) as of Q3 2023, down from 68 in Q2 2023.
  • Funds reported $143M of Star Group stock for Q3 2023, down 12% quarter-over-quarter.
  • 3 funds opened new Star Group positions in Q3 2023 and 6 closed out, a net change of -3 holders.
  • The largest Star Group buyer in Q3 2023 was JP Morgan Chase, an estimated $585K added.
  • The largest Star Group seller in Q3 2023 was Ellsworth Advisors, an estimated $407K sold.

Based on aggregated 13F filings for Q3 2023.