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Star Group
SGU

74 hedge funds and large institutions have $169M invested in Star Group in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

12% more funds holding

Funds holding: 66 → 74 (+8)

11% more capital invested

Capital invested by funds: $152M → $169M (+$17.1M)

0.03% more ownership

Funds ownership: 42.62% → 42.65% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
16
Increased
22
Reduced
19
Closed
7
Calls
$112K
Puts
–
Net Calls
+$112K
Net Calls Change
+$77K

Top Buyers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
+$990K
2
Renaissance Technologies
Renaissance Technologies
New York
+$736K
3
WG
Winton Group
United Kingdom
+$723K
4
Brown Advisory
Brown Advisory
Maryland
+$669K
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$482K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.12M
2
Morgan Stanley
Morgan Stanley
New York
-$753K
3
LWCA
Locust Wood Capital Advisers
New York
-$703K
4
LW
Linscomb Wealth
Texas
-$554K
5
Ameriprise
Ameriprise
Minnesota
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
51
Schonfeld Strategic Advisors
New York
$107K +$97K +12,300 New
Jane Street
52
Jane Street
New York
$106K +$95.6K +12,128 New
FIM
53
Freedom Investment Management
Connecticut
$93K -$852 -108 -1%
ASN
54
Advisory Services Network
Georgia
$92K +$221 +28 +0.3%
Creative Planning
55
Creative Planning
Kansas
$92K +$82.9K +10,510 New
Zurich Cantonal Bank
56
Zurich Cantonal Bank
Switzerland
$71K +$29K +3,675 +82%
Citigroup
57
Citigroup
New York
$68K +$61.1K +7,749 +77,490%
PAG
58
Private Advisor Group
New Jersey
$56K +$50.6K +6,415 New
Osaic Holdings
59
Osaic Holdings
Arizona
$53K +$4.83K +613 +11%
CAN
60
Cetera Advisor Networks
California
$52K +$46.8K +5,932 New
Bank of America
61
Bank of America
North Carolina
$49K -$62.3K -7,907 -59%
SAM
62
Shell Asset Management
Netherlands
$45K +$40K +5,078 New
TRCT
63
Tower Research Capital (TRC)
New York
$38K +$34.5K +4,379 New
Russell Investments Group
64
Russell Investments Group
United Kingdom
$37K – – –
Canada Life
65
Canada Life
Manitoba, Canada
$32K – – –
First Manhattan
66
First Manhattan
New York
$29K – – –
Legal & General Group
67
Legal & General Group
United Kingdom
$23K – – –
SFS
68
Sowell Financial Services
Arkansas
$22K +$20.1K +2,544 New
HIM
69
Hillsdale Investment Management
Ontario, Canada
$20K +$13.8K +1,750 +292%
JP Morgan Chase
70
JP Morgan Chase
New York
$6K -$4.64K -589 -45%
AA
71
Ancora Advisors
Ohio
$6K +$5.06K +642 New
SWM
72
Selective Wealth Management
Virginia
$6K +$5.52K +700 New
LW
73
Linscomb Wealth
Texas
– -$554K -71,996 Closed
AIM
74
Axiom Investment Management
New York
– -$171K -22,212 Closed
HSBC Holdings
75
HSBC Holdings
United Kingdom
– -$94K -12,302 Closed
1 2
3
4

SGU Hedge Fund Activity: Q2 2020 in Review

74 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q2 2020, worth a combined $169M — up 11% from $152M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SGU positions and 7 closed out — a net gain of 9 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $990K. The largest seller was Fidelity Investments, cutting an estimated $6.12M.

  • 74 institutional investors held Star Group (SGU) as of Q2 2020, up from 66 in Q1 2020.
  • Funds reported $169M of Star Group stock for Q2 2020, up 11% quarter-over-quarter.
  • 16 funds opened new Star Group positions in Q2 2020 and 7 closed out, a net change of +9 holders.
  • The largest Star Group buyer in Q2 2020 was Allianz Asset Management, an estimated $990K added.
  • The largest Star Group seller in Q2 2020 was Fidelity Investments, an estimated $6.12M sold.

Based on aggregated 13F filings for Q2 2020.