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Star Group
SGU

68 hedge funds and large institutions have $162M invested in Star Group in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $150M → $162M (+$11.6M)

0.72% more ownership

Funds ownership: 32.54% → 33.27% (+0.72%)

0% more funds holding

Funds holding: 68 → 68 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

41% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 22

Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
6
Increased
13
Reduced
22
Closed
6
Calls
$27K
Puts
–
Net Calls
+$27K
Net Calls Change
-$87K

Top Buyers

Rank Fund Capital Flow
1
HP
Hartree Partners
New York
+$3.47M
2
Jane Street
Jane Street
New York
+$576K
3
Millennium Management
Millennium Management
New York
+$446K
4
EA
Ellsworth Advisors
Ohio
+$409K
5
CS
Credit Suisse
Switzerland
+$379K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.1M
2
Brown Advisory
Brown Advisory
Maryland
-$838K
3
Goldman Sachs
Goldman Sachs
New York
-$410K
4
BP
Bandera Partners
New York
-$271K
5
VRS
Virginia Retirement Systems
Virginia
-$169K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$66.1K – – –
CTA
52
Colonial Trust Advisors
South Carolina
$61.5K – – –
DWA
53
Dorsey Wright & Associates
California
$26K +$2.59K +189 +11%
HCM
54
Hollencrest Capital Management
California
$22.4K – – –
BFEC
55
Benjamin F. Edwards & Company
Missouri
$17K – – –
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$14K -$4.14K -302 -24%
TWC
57
TD Waterhouse Canada
Ontario, Canada
$12.9K – – –
Citigroup
58
Citigroup
New York
$10.8K -$466 -34 -4%
Canada Life
59
Canada Life
Manitoba, Canada
$9K – – –
AA
60
Ancora Advisors
Ohio
$8.77K – – –
GCM
61
Gladius Capital Management
Illinois
$8.5K +$8.53K +622 New
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$5.94K – – –
FFA
63
Farther Finance Advisors
California
$4.1K – – –
Fidelity Investments
64
Fidelity Investments
Massachusetts
$3.42K – – –
BC
65
Barrett & Company
Rhode Island
$1.37K – – –
RI
66
Ridgewood Investments
New Jersey
$1.08K – – –
MRCM
67
M&R Capital Management
New Jersey
$306 – – –
HNB
68
Huntington National Bank
Ohio
$14 – – –
Goldman Sachs
69
Goldman Sachs
New York
– -$410K -31,621 Closed
ASN
70
Advisory Services Network
Georgia
– -$128K -9,849 Closed
Citadel Advisors
71
Citadel Advisors
Florida
– -$39.9K -3,079 Closed
BAM
72
Belpointe Asset Management
Nevada
– -$2.59K -200 Closed
CM
73
Cornerstone Management
Georgia
– -$2.46K -190 Closed
TRCT
74
Tower Research Capital (TRC)
New York
– -$1K -81 Closed
1 2
3

SGU Hedge Fund Activity: Q2 2023 in Review

68 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q2 2023, worth a combined $162M — up 7.8% from $150M a quarter earlier.

Fund positioning in SGU was balanced in Q2 2023: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 22 trimmed.

The largest buyer was Hartree Partners, adding an estimated $3.47M. The largest seller was BlackRock, cutting an estimated $1.1M.

  • 68 institutional investors held Star Group (SGU) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $162M of Star Group stock for Q2 2023, up 7.8% quarter-over-quarter.
  • 6 funds opened new Star Group positions in Q2 2023 and 6 closed out, a net change of 0 holders.
  • The largest Star Group buyer in Q2 2023 was Hartree Partners, an estimated $3.47M added.
  • The largest Star Group seller in Q2 2023 was BlackRock, an estimated $1.1M sold.

Based on aggregated 13F filings for Q2 2023.