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Star Group
SGU

68 hedge funds and large institutions have $150M invested in Star Group in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,400% more call options, than puts

Call options by funds: $115K | Put options by funds: $1K

12% more capital invested

Capital invested by funds: $134M → $150M (+$16M)

1.42% more ownership

Funds ownership: 31.12% → 32.54% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

8% less funds holding

Funds holding: 74 → 68 (-6)

39% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 23

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
68
Holders Change
-6
Holders Change %
-8.11%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
14
Reduced
23
Closed
11
Calls
$115K
Puts
$1K
Net Calls
+$114K
Net Calls Change
-$500K

Top Buyers

Rank Fund Capital Flow
1
HP
Hartree Partners
New York
+$21M
2
Blackstone Inc
Blackstone Inc
New York
+$1.06M
3
VRS
Virginia Retirement Systems
Virginia
+$166K
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$147K
5
Goldman Sachs
Goldman Sachs
New York
+$117K

Top Sellers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
-$4.22M
2
KWM
Kanen Wealth Management
Florida
-$2.53M
3
OCP
Oakcliff Capital Partners
New York
-$2.35M
4
ETM
Euclidean Technologies Management
Washington
-$1.24M
5
Renaissance Technologies
Renaissance Technologies
New York
-$721K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$16K -$3.51K -284 -18%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$16K +$15K +1,209 New
TWC
53
TD Waterhouse Canada
Ontario, Canada
$12.9K – – –
Citigroup
54
Citigroup
New York
$10.7K +$99 +8 +1%
Canada Life
55
Canada Life
Manitoba, Canada
$9K – – –
AA
56
Ancora Advisors
Ohio
$8.33K – – –
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$5.71K – – –
Barclays
58
Barclays
United Kingdom
$4.47K – – –
FFA
59
Farther Finance Advisors
California
$3.89K – – –
Fidelity Investments
60
Fidelity Investments
Massachusetts
$3.24K – – –
BAM
61
Belpointe Asset Management
Nevada
$2.59K – – –
CM
62
Cornerstone Management
Georgia
$2.46K +$37 +3 +2%
BC
63
Barrett & Company
Rhode Island
$1.3K – – –
RI
64
Ridgewood Investments
New Jersey
$1.02K +$977 +79 New
TRCT
65
Tower Research Capital (TRC)
New York
$1K -$6.4K -517 -86%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$503 +$977 +79 +0.2%
MRCM
67
M&R Capital Management
New Jersey
$300 -$2K -162 -88%
HNB
68
Huntington National Bank
Ohio
$13 – – –
KWM
69
Kanen Wealth Management
Florida
– -$2.53M -209,734 Closed
ETM
70
Euclidean Technologies Management
Washington
– -$1.24M -103,172 Closed
Connor, Clark & Lunn Investment Management (CC&L)
71
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$587K -48,707 Closed
CCIA
72
Campbell & Co Investment Adviser
Maryland
– -$474K -39,329 Closed
Acadian Asset Management
73
Acadian Asset Management
Massachusetts
– -$275K -22,892 Closed
Millennium Management
74
Millennium Management
New York
– -$201K -16,660 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
– -$160K -13,309 Closed
1 2
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SGU Hedge Fund Activity: Q1 2023 in Review

68 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q1 2023, worth a combined $150M — up 12% from $134M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SGU and 5 opened new positions — a net loss of 6 holders — while 23 trimmed existing stakes and 14 added.

The largest buyer was Hartree Partners, adding an estimated $21M. The largest seller was Brown Advisory, cutting an estimated $4.22M.

  • 68 institutional investors held Star Group (SGU) as of Q1 2023, down from 74 in Q4 2022.
  • Funds reported $150M of Star Group stock for Q1 2023, up 12% quarter-over-quarter.
  • 5 funds opened new Star Group positions in Q1 2023 and 11 closed out, a net change of -6 holders.
  • The largest Star Group buyer in Q1 2023 was Hartree Partners, an estimated $21M added.
  • The largest Star Group seller in Q1 2023 was Brown Advisory, an estimated $4.22M sold.

Based on aggregated 13F filings for Q1 2023.