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Star Group
SGU

63 hedge funds and large institutions have $296M invested in Star Group in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

21% more funds holding

Funds holding: 52 → 63 (+11)

8.56% more ownership

Funds ownership: 48.08% → 56.64% (+8.6%)

2% more capital invested

Capital invested by funds: $289M → $296M (+$7.2M)

Holders
63
Holders Change
+11
Holders Change %
+21.15%
% of All Funds
1.44%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
16
Increased
21
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BP
Bandera Partners
New York
+$8.65M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$8.29M
3
Renaissance Technologies
Renaissance Technologies
New York
+$7.3M
4
MCP
Moab Capital Partners
New York
+$7.29M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.21M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$8.92M
2
JIR
James Investment Research
Ohio
-$2.09M
3
SGM
Skye Global Management
Florida
-$1.5M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.22M
5
Wells Fargo
Wells Fargo
California
-$607K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$51K – – –
Citigroup
52
Citigroup
New York
$47K – – –
AG
53
Advisor Group
Arizona
$41K +$219 +22 +0.5%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$38K – – –
First Manhattan
55
First Manhattan
New York
$30K – – –
Barclays
56
Barclays
United Kingdom
$25K +$26.3K +2,646 New
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K -$7.16K -720 -37%
AF
58
Advisornet Financial
Minnesota
$9K – – –
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$7K -$132K -13,332 -95%
GWM
60
Geneos Wealth Management
Colorado
$4K – – –
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$3K +$3.38K +340 New
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$2K – – –
JIR
63
James Investment Research
Ohio
– -$2.09M -194,014 Closed
SGM
64
Skye Global Management
Florida
– -$1.5M -139,500 Closed
UCFA
65
United Capital Financial Advisors
Texas
– -$157K -14,634 Closed
SAM
66
Solaris Asset Management
New York
– -$17K -1,613 Closed
US Bancorp
67
US Bancorp
Minnesota
– -$15K -1,350 Closed
1 2
3

SGU Hedge Fund Activity: Q1 2018 in Review

63 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q1 2018, worth a combined $296M — up 2.5% from $289M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SGU positions and 5 closed out — a net gain of 11 holders — while 21 added to existing stakes and 10 trimmed.

The largest buyer was Bandera Partners, adding an estimated $8.65M. The largest seller was Royce & Associates, cutting an estimated $8.92M.

  • 63 institutional investors held Star Group (SGU) as of Q1 2018, up from 52 in Q4 2017.
  • Funds reported $296M of Star Group stock for Q1 2018, up 2.5% quarter-over-quarter.
  • 16 funds opened new Star Group positions in Q1 2018 and 5 closed out, a net change of +11 holders.
  • The largest Star Group buyer in Q1 2018 was Bandera Partners, an estimated $8.65M added.
  • The largest Star Group seller in Q1 2018 was Royce & Associates, an estimated $8.92M sold.

Based on aggregated 13F filings for Q1 2018.