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Star Group
SGU

66 hedge funds and large institutions have $129M invested in Star Group in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

3% more funds holding

Funds holding: 64 → 66 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2.64% less ownership

Funds ownership: 34.63% → 31.99% (-2.6%)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

18% less capital invested

Capital invested by funds: $158M → $129M (-$28.4M)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
18
Reduced
21
Closed
3
Calls
$288K
Puts
–
Net Calls
+$288K
Net Calls Change
-$131K

Top Buyers

Rank Fund Capital Flow
1
HP
Hartree Partners
New York
+$1.06M
2
Morgan Stanley
Morgan Stanley
New York
+$449K
3
HCA
Hyperion Capital Advisors
New York
+$362K
4
Millennium Management
Millennium Management
New York
+$337K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$252K

Top Sellers

Rank Fund Capital Flow
1
BP
Bandera Partners
New York
-$8.61M
2
Brown Advisory
Brown Advisory
Maryland
-$4.94M
3
JP Morgan Chase
JP Morgan Chase
New York
-$464K
4
Wells Fargo
Wells Fargo
California
-$236K
5
MWA
Monograph Wealth Advisors
California
-$177K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$270K +$135K +10,960 +91%
BlackRock
27
BlackRock
New York
$246K +$85.2K +6,931 +49%
MOS
28
MGO One Seven
Ohio
$210K -$1.45K -118 -0.7%
CSC
29
Cove Street Capital
California
$205K -$12.3K -1,000 -5%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$191K +$200K +16,296 New
Goldman Sachs
31
Goldman Sachs
New York
$177K -$29K -2,360 -13%
SG
32
StoneX Group
New York
$176K -$332 -27 -0.2%
MAM
33
Marquette Asset Management
Minnesota
$176K – – –
LPL Financial
34
LPL Financial
California
$152K -$5.84K -475 -4%
CHAM
35
Clear Harbor Asset Management
Connecticut
$152K – – –
American Century Companies
36
American Century Companies
Missouri
$149K -$2.44K -198 -2%
CSP
37
Cary Street Partners
Virginia
$146K – – –
MIM
38
MTM Investment Management
South Carolina
$142K +$25 +2 +0%
Ameriprise
39
Ameriprise
Minnesota
$133K -$320 -26 -0.2%
WGAM
40
Wilkinson Global Asset Management
New York
$117K +$123K +10,000 New
RF
41
Roxbury Financial
New Jersey
$114K +$799 +65 +0.7%
US Bancorp
42
US Bancorp
Minnesota
$105K – – –
Raymond James Financial
43
Raymond James Financial
Florida
$89.4K +$94K +7,643 New
Bank of America
44
Bank of America
North Carolina
$72.3K +$9.75K +793 +15%
Osaic Holdings
45
Osaic Holdings
Arizona
$60.8K +$41.2K +3,352 +181%
PS
46
Principal Securities
Iowa
$58.6K – – –
HPC
47
HM Payson & Co
Maine
$58.5K – – –
SWM
48
Spire Wealth Management
Virginia
$53.1K -$3.69K -300 -6%
HNW
49
High Note Wealth
Minnesota
$45K – – –
CTA
50
Colonial Trust Advisors
South Carolina
$41K – – –
1
2
3

SGU Hedge Fund Activity: Q2 2025 in Review

66 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q2 2025, worth a combined $129M — down 18% from $158M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SGU positions and 3 closed out — a net gain of 2 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was Hartree Partners, adding an estimated $1.06M. The largest seller was Bandera Partners, cutting an estimated $8.61M.

  • 66 institutional investors held Star Group (SGU) as of Q2 2025, up from 64 in Q1 2025.
  • Funds reported $129M of Star Group stock for Q2 2025, down 18% quarter-over-quarter.
  • 5 funds opened new Star Group positions in Q2 2025 and 3 closed out, a net change of +2 holders.
  • The largest Star Group buyer in Q2 2025 was Hartree Partners, an estimated $1.06M added.
  • The largest Star Group seller in Q2 2025 was Bandera Partners, an estimated $8.61M sold.

Based on aggregated 13F filings for Q2 2025.