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Star Group

69 hedge funds and large institutions have $134M invested in Star Group in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

6% more funds holding

Funds holding: 6569 (+4)

1% less capital invested

Capital invested by funds: $136M → $134M (-$1.94M)

1.3% less ownership

Funds ownership: 33.63%32.32% (-1.3%)

29% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 21

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
15
Reduced
21
Closed
6
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$151K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$32K -$1.26K -118 -4%
Legal & General Group
52
Legal & General Group
United Kingdom
$28K
CMF
53
Counterpoint Mutual Funds
California
$28K +$27.7K +2,593 New
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$13.5K -$6.07K -568 -31%
TWC
55
TD Waterhouse Canada
Ontario, Canada
$10.6K +$10.7K +1,000 New
SWM
56
Selective Wealth Management
Virginia
$8K
Citigroup
57
Citigroup
New York
$7K -$85 -8 -1%
AA
58
Ancora Advisors
Ohio
$7K
Canada Life
59
Canada Life
Manitoba, Canada
$7K
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$5K +$4.7K +440 New
TC
61
Trust Company
Kansas
$3K +$2.77K +259 New
RFA
62
Reilly Financial Advisors
California
$2K +$2.14K +200 New
CM
63
Cornerstone Management
Georgia
$1.9K +$1.88K +176 New
TRCT
64
Tower Research Capital (TRC)
New York
$1K -$20K -1,874 -98%
VRS
65
Virginia Retirement Systems
Virginia
$568
AIC
66
Aurora Investment Counsel
Georgia
-$388K -38,097 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
-$203K -19,962 Closed
Simplex Trading
68
Simplex Trading
Illinois
-$31.4K -2,941 -100%
HI
69
Harbour Investments
Wisconsin
-$15K -1,441 Closed
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
-$8K -800 Closed
Group One Trading
71
Group One Trading
Illinois
-$2K -191 Closed
CWP
72
Concord Wealth Partners
Virginia
+$427 +40 New

SGU Hedge Fund Activity: Q4 2021 in Review

69 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q4 2021, worth a combined $134M — down 1.4% from $136M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SGU positions and 6 closed out — a net gain of 5 holders — while 15 added to existing stakes and 21 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $141K. The largest seller was Acadian Asset Management, cutting an estimated $795K.

  • 69 institutional investors held Star Group (SGU) as of Q4 2021, up from 65 in Q3 2021.
  • Funds reported $134M of Star Group stock for Q4 2021, down 1.4% quarter-over-quarter.
  • 11 funds opened new Star Group positions in Q4 2021 and 6 closed out, a net change of +5 holders.
  • The largest Star Group buyer in Q4 2021 was Creative Planning, an estimated $141K added.
  • The largest Star Group seller in Q4 2021 was Acadian Asset Management, an estimated $795K sold.

Based on aggregated 13F filings for Q4 2021.