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Star Group
SGU

68 hedge funds and large institutions have $141M invested in Star Group in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

125% more call options, than puts

Call options by funds: $54K | Put options by funds: $24K

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

5% more funds holding

Funds holding: 65 → 68 (+3)

0.96% more ownership

Funds ownership: 33.35% → 34.31% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less capital invested

Capital invested by funds: $143M → $141M (-$2.05M)

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
18
Reduced
11
Closed
2
Calls
$54K
Puts
$24K
Net Calls
+$30K
Net Calls Change
+$30K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$2.66M
2
Morgan Stanley
Morgan Stanley
New York
+$973K
3
Goldman Sachs
Goldman Sachs
New York
+$966K
4
Wells Fargo
Wells Fargo
California
+$946K
5
Citadel Advisors
Citadel Advisors
Florida
+$302K

Top Sellers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
-$615K
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$479K
3
State Street
State Street
Massachusetts
-$282K
4
BlackRock
BlackRock
New York
-$213K
5
Northern Trust
Northern Trust
Illinois
-$179K
Name Holding Trade Value Shares
Change 		Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$290K +$4.35K +358 +1%
LPL Financial
27
LPL Financial
California
$288K +$31.2K +2,572 +11%
Citadel Advisors
28
Citadel Advisors
Florida
$286K +$302K +24,834 New
Legal & General Group
29
Legal & General Group
United Kingdom
$276K – – –
HF
30
HRT Financial
New York
$253K +$3.56K +293 +1%
Two Sigma Investments
31
Two Sigma Investments
New York
$223K +$235K +19,360 New
MIM
32
MTM Investment Management
South Carolina
$197K +$12 +1 +0%
CSC
33
Cove Street Capital
California
$196K – – –
MAM
34
Marquette Asset Management
Minnesota
$173K – – –
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$171K -$3.18K -262 -2%
CHAM
36
Clear Harbor Asset Management
Connecticut
$150K – – –
CSPIA
37
Cary Street Partners Investment Advisory
Virginia
$144K – – –
VF
38
Virtu Financial
New York
$126K +$133K +10,916 New
Prudential Financial
39
Prudential Financial
New Jersey
$126K – – –
Creative Planning
40
Creative Planning
Kansas
$125K +$243 +20 +0.2%
TRCT
41
Tower Research Capital (TRC)
New York
$124K +$85.8K +7,067 +190%
Bank of America
42
Bank of America
North Carolina
$122K +$29.5K +2,430 +30%
Ameriprise
43
Ameriprise
Minnesota
$121K – – –
ASN
44
Advisory Services Network
Georgia
$112K +$118K +9,698 New
US Bancorp
45
US Bancorp
Minnesota
$104K – – –
Zurich Cantonal Bank
46
Zurich Cantonal Bank
Switzerland
$98.9K – – –
Barclays
47
Barclays
United Kingdom
$77.4K +$10K +826 +14%
Canada Life
48
Canada Life
Manitoba, Canada
$64K – – –
HPC
49
HM Payson & Co
Maine
$57.6K -$12.1K -1,000 -17%
SWM
50
Spire Wealth Management
Virginia
$54.5K – – –
1
2
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SGU Hedge Fund Activity: Q4 2023 in Review

68 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q4 2023, worth a combined $141M — down 1.4% from $143M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SGU positions and 2 closed out — a net gain of 5 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.66M. The largest seller was Brown Advisory, cutting an estimated $615K.

  • 68 institutional investors held Star Group (SGU) as of Q4 2023, up from 65 in Q3 2023.
  • Funds reported $141M of Star Group stock for Q4 2023, down 1.4% quarter-over-quarter.
  • 7 funds opened new Star Group positions in Q4 2023 and 2 closed out, a net change of +5 holders.
  • The largest Star Group buyer in Q4 2023 was JP Morgan Chase, an estimated $2.66M added.
  • The largest Star Group seller in Q4 2023 was Brown Advisory, an estimated $615K sold.

Based on aggregated 13F filings for Q4 2023.