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Star Group
SGU

64 hedge funds and large institutions have $158M invested in Star Group in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,822% more call options, than puts

Call options by funds: $442K | Put options by funds: $23K

19% more capital invested

Capital invested by funds: $133M → $158M (+$24.7M)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

1.28% more ownership

Funds ownership: 33.35% → 34.63% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2% less funds holding

Funds holding: 65 → 64 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
4
Increased
16
Reduced
14
Closed
5
Calls
$442K
Puts
$23K
Net Calls
+$419K
Net Calls Change
+$368K

Top Buyers

Rank Fund Capital Flow
1
JIC
Joel Isaacson & Co
New York
+$2.4M
2
HP
Hartree Partners
New York
+$2.39M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.85M
4
Goldman Sachs
Goldman Sachs
New York
+$219K
5
Ameriprise
Ameriprise
Minnesota
+$143K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$318K
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$226K
3
Brown Advisory
Brown Advisory
Maryland
-$213K
4
Millennium Management
Millennium Management
New York
-$212K
5
LWCA
Locust Wood Capital Advisers
New York
-$176K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$231K +$219K +17,494 New
SG
27
StoneX Group
New York
$199K +$813 +65 +0.4%
MAM
28
Marquette Asset Management
Minnesota
$198K – – –
BlackRock
29
BlackRock
New York
$185K +$23K +1,842 +15%
LPL Financial
30
LPL Financial
California
$178K -$55.4K -4,432 -25%
MWA
31
Monograph Wealth Advisors
California
$177K – – –
CHAM
32
Clear Harbor Asset Management
Connecticut
$171K – – –
American Century Companies
33
American Century Companies
Missouri
$170K -$600 -48 -0.4%
CSP
34
Cary Street Partners
Virginia
$164K – – –
Millennium Management
35
Millennium Management
New York
$162K -$212K -16,925 -58%
MIM
36
MTM Investment Management
South Carolina
$161K +$13 +1 +0%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$159K +$22.9K +1,829 +18%
Ameriprise
38
Ameriprise
Minnesota
$150K +$143K +11,402 New
RF
39
Roxbury Financial
New Jersey
$126K +$776 +62 +0.6%
US Bancorp
40
US Bancorp
Minnesota
$119K – – –
Bank of America
41
Bank of America
North Carolina
$71K +$2.29K +183 +4%
HPC
42
HM Payson & Co
Maine
$65.9K – – –
SWM
43
Spire Wealth Management
Virginia
$63.8K – – –
PS
44
Principal Securities
Iowa
$57.8K – – –
HNW
45
High Note Wealth
Minnesota
$50.7K – – –
CTA
46
Colonial Trust Advisors
South Carolina
$46.1K – – –
Jones Financial Companies
47
Jones Financial Companies
Missouri
$31.3K – – –
CBT
48
Crews Bank & Trust
Florida
$28.8K – – –
Osaic Holdings
49
Osaic Holdings
Arizona
$24.3K – – –
Citigroup
50
Citigroup
New York
$22.4K +$1.21K +97 +6%
1
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3

SGU Hedge Fund Activity: Q1 2025 in Review

64 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q1 2025, worth a combined $158M — up 19% from $133M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SGU and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 16 added.

The largest buyer was Joel Isaacson & Co, opening a new position worth an estimated $2.4M. The largest seller was Wells Fargo, cutting an estimated $318K.

  • 64 institutional investors held Star Group (SGU) as of Q1 2025, down from 65 in Q4 2024.
  • Funds reported $158M of Star Group stock for Q1 2025, up 19% quarter-over-quarter.
  • 4 funds opened new Star Group positions in Q1 2025 and 5 closed out, a net change of -1 holder.
  • The largest Star Group buyer in Q1 2025 was Joel Isaacson & Co, an estimated $2.4M added.
  • The largest Star Group seller in Q1 2025 was Wells Fargo, an estimated $318K sold.

Based on aggregated 13F filings for Q1 2025.