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Star Group
SGU

66 hedge funds and large institutions have $152M invested in Star Group in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0.62% more ownership

Funds ownership: 42% → 42.62% (+0.62%)

8% less funds holding

Funds holding: 72 → 66 (-6)

10% less capital invested

Capital invested by funds: $169M → $152M (-$16.9M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
66
Holders Change
-6
Holders Change %
-8.33%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
5
Increased
22
Reduced
21
Closed
9
Calls
$35K
Puts
–
Net Calls
+$35K
Net Calls Change
+$32K

Top Buyers

Rank Fund Capital Flow
1
BP
Bandera Partners
New York
+$5.06M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.12M
3
DA
Doliver Advisors
Texas
+$1.1M
4
MCP
Moab Capital Partners
New York
+$407K
5
State Street
State Street
Massachusetts
+$375K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.76M
2
LWCA
Locust Wood Capital Advisers
New York
-$1.63M
3
Morgan Stanley
Morgan Stanley
New York
-$953K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$362K
5
LW
Linscomb Wealth
Texas
-$341K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASRS
51
Arizona State Retirement System
Arizona
$85K +$96.2K +10,991 New
ASN
52
Advisory Services Network
Georgia
$80K -$9.63K -1,100 -10%
Osaic Holdings
53
Osaic Holdings
Arizona
$42K +$46.9K +5,358 New
Zurich Cantonal Bank
54
Zurich Cantonal Bank
Switzerland
$34K – – –
Russell Investments Group
55
Russell Investments Group
United Kingdom
$32K -$268K -30,664 -88%
Canada Life
56
Canada Life
Manitoba, Canada
$28K – – –
First Manhattan
57
First Manhattan
New York
$25K – – –
Legal & General Group
58
Legal & General Group
United Kingdom
$20K – – –
JP Morgan Chase
59
JP Morgan Chase
New York
$10K -$90.4K -10,336 -89%
AIC
60
Ameritas Investment Company
Nebraska
$8K – – –
HIM
61
Hillsdale Investment Management
Ontario, Canada
$5K – – –
VCP
62
Verus Capital Partners
Arizona
$3K +$1.07K +122 +58%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$793 -$796 -91 -47%
BGDI
64
BW Gestao de Investimentos
Brazil
– -$333K -35,200 Closed
Invesco
65
Invesco
Georgia
– -$241K -25,426 Closed
Geode Capital Management
66
Geode Capital Management
Massachusetts
– -$201K -21,372 Closed
TI
67
Trexquant Investment
Connecticut
– -$179K -18,885 Closed
Creative Planning
68
Creative Planning
Kansas
– -$153K -16,151 Closed
HWM
69
Howard Wealth Management
Connecticut
– -$47K -5,000 Closed
TRCT
70
Tower Research Capital (TRC)
New York
– -$34K -3,560 Closed
AF
71
Advisornet Financial
Minnesota
– -$9K -1,000 Closed
Citigroup
72
Citigroup
New York
– -$1.28K -146 -94%
CFB
73
Cullen/Frost Bankers
Texas
– -$1K -100 Closed
1 2
3

SGU Hedge Fund Activity: Q1 2020 in Review

66 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q1 2020, worth a combined $152M — down 10% from $169M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SGU and 5 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 22 added.

The largest buyer was Bandera Partners, adding an estimated $5.06M. The largest seller was Fidelity Investments, cutting an estimated $4.76M.

  • 66 institutional investors held Star Group (SGU) as of Q1 2020, down from 72 in Q4 2019.
  • Funds reported $152M of Star Group stock for Q1 2020, down 10% quarter-over-quarter.
  • 5 funds opened new Star Group positions in Q1 2020 and 9 closed out, a net change of -4 holders.
  • The largest Star Group buyer in Q1 2020 was Bandera Partners, an estimated $5.06M added.
  • The largest Star Group seller in Q1 2020 was Fidelity Investments, an estimated $4.76M sold.

Based on aggregated 13F filings for Q1 2020.