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Star Group

72 hedge funds and large institutions have $169M invested in Star Group in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 7072 (+2)

0.42% more ownership

Funds ownership: 41.58%42% (+0.42%)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

13% less capital invested

Capital invested by funds: $194M → $169M (-$25.3M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
7
Increased
19
Reduced
21
Closed
5
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$107K +$10.3K +1,100 +11%
FIM
52
Freedom Investment Management
Connecticut
$99K -$8.62K -918 -8%
DA
53
Doliver Advisors
Texas
$95K
Bank of America
54
Bank of America
North Carolina
$77K -$60.9K -6,484 -44%
HWM
55
Howard Wealth Management
Connecticut
$47K +$46.9K +5,000 New
Zurich Cantonal Bank
56
Zurich Cantonal Bank
Switzerland
$42K
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$39K
TRCT
58
Tower Research Capital (TRC)
New York
$34K +$22.6K +2,407 +209%
Canada Life
59
Canada Life
Manitoba, Canada
$34K +$34K +3,621 New
First Manhattan
60
First Manhattan
New York
$31K
Legal & General Group
61
Legal & General Group
United Kingdom
$25K -$26.5K -2,824 -52%
Deutsche Bank
62
Deutsche Bank
Germany
$12K -$41.5K -4,426 -77%
AF
63
Advisornet Financial
Minnesota
$9K
AIC
64
Ameritas Investment Company
Nebraska
$9K
AG
65
Advisor Group
Arizona
$7K
HIM
66
Hillsdale Investment Management
Ontario, Canada
$6K
VCP
67
Verus Capital Partners
Arizona
$2K +$1.97K +210 New
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$1.83K -$66 -7 -3%
CFB
69
Cullen/Frost Bankers
Texas
$1K
Citigroup
70
Citigroup
New York
$1K +$1.46K +156 New
CRCM
71
Cat Rock Capital Management
Connecticut
-$6.59M -695,872 Closed
Citadel Advisors
72
Citadel Advisors
Florida
-$197K -20,823 Closed
CH
73
Canton Hathaway
Rhode Island
-$180K -19,000 Closed
WJWM
74
Williams Jones Wealth Management
New York
-$166K -17,500 Closed
Simplex Trading
75
Simplex Trading
Illinois
-$732 -78 Closed

SGU Hedge Fund Activity: Q4 2019 in Review

72 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q4 2019, worth a combined $169M — down 13% from $194M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SGU positions and 5 closed out — a net gain of 2 holders — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Linscomb Wealth, opening a new position worth an estimated $1.04M. The largest seller was Cat Rock Capital Management, exiting entirely with an estimated $6.59M sold.

  • 72 institutional investors held Star Group (SGU) as of Q4 2019, up from 70 in Q3 2019.
  • Funds reported $169M of Star Group stock for Q4 2019, down 13% quarter-over-quarter.
  • 7 funds opened new Star Group positions in Q4 2019 and 5 closed out, a net change of +2 holders.
  • The largest Star Group buyer in Q4 2019 was Linscomb Wealth, an estimated $1.04M added.
  • The largest Star Group seller in Q4 2019 was Cat Rock Capital Management, an estimated $6.59M sold.

Based on aggregated 13F filings for Q4 2019.