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Star Group

74 hedge funds and large institutions have $134M invested in Star Group in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,137% more call options, than puts

Call options by funds: $668K | Put options by funds: $54K

59% more capital invested

Capital invested by funds: $84.6M → $134M (+$49.5M)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more funds holding

Funds holding: 6974 (+5)

2.49% more ownership

Funds ownership: 28.63%31.12% (+2.5%)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
17
Reduced
19
Closed
9
Calls
$668K
Puts
$54K
Net Calls
+$614K
Net Calls Change
+$608K
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
51
HM Payson & Co
Maine
$95.2K -$27.7K -3,000 -28%
Osaic Holdings
52
Osaic Holdings
Arizona
$72K -$105K -11,392 -65%
SWM
53
Spire Wealth Management
Virginia
$58K
CTA
54
Colonial Trust Advisors
South Carolina
$54.2K +$41.6K +4,500 New
Legal & General Group
55
Legal & General Group
United Kingdom
$28.9K
HCM
56
Hollencrest Capital Management
California
$19.8K +$15.2K +1,639 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$18K +$11.9K +1,284 +481%
TWC
58
TD Waterhouse Canada
Ontario, Canada
$11.8K
Citigroup
59
Citigroup
New York
$9.81K -$9 -1 -0.1%
AA
60
Ancora Advisors
Ohio
$8K
Canada Life
61
Canada Life
Manitoba, Canada
$8K
TRCT
62
Tower Research Capital (TRC)
New York
$7K -$24.1K -2,602 -81%
MCC
63
Money Concepts Capital
Florida
$6.03K +$4.62K +500 New
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$5.29K
Barclays
65
Barclays
United Kingdom
$4.16K +$3.19K +345 New
FFA
66
Farther Finance Advisors
California
$3.62K +$2.77K +300 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$3.01K -$897K -97,068 -100%
BAM
68
Belpointe Asset Management
Nevada
$2.41K +$1.85K +200 New
NA
69
NewEdge Advisors
Louisiana
$2.41K +$1.85K +200 New
CM
70
Cornerstone Management
Georgia
$2.25K +$28 +3 +2%
MRCM
71
M&R Capital Management
New Jersey
$2.24K +$1.5K +162 +704%
BC
72
Barrett & Company
Rhode Island
$1.21K
CWP
73
Concord Wealth Partners
Virginia
$482 +$370 +40 New
HNB
74
Huntington National Bank
Ohio
$12
CS
75
Central Securities
New York
-$1.72M -211,186 Closed

SGU Hedge Fund Activity: Q4 2022 in Review

74 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q4 2022, worth a combined $134M — up 59% from $84.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SGU positions and 9 closed out — a net gain of 5 holders — while 17 added to existing stakes and 19 trimmed.

The largest buyer was Hartree Partners, opening a new position worth an estimated $10.8M. The largest seller was Brown Advisory, cutting an estimated $4.66M.

  • 74 institutional investors held Star Group (SGU) as of Q4 2022, up from 69 in Q3 2022.
  • Funds reported $134M of Star Group stock for Q4 2022, up 59% quarter-over-quarter.
  • 14 funds opened new Star Group positions in Q4 2022 and 9 closed out, a net change of +5 holders.
  • The largest Star Group buyer in Q4 2022 was Hartree Partners, an estimated $10.8M added.
  • The largest Star Group seller in Q4 2022 was Brown Advisory, an estimated $4.66M sold.

Based on aggregated 13F filings for Q4 2022.