Star Group
SGU
68 hedge funds and large institutions have $141M invested in Star Group in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
125% more call options, than puts
Call options by funds: $54K | Put options by funds: $24K
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
5% more funds holding
Funds holding: 65 → 68 (+3)
0.96% more ownership
Funds ownership: 33.35% → 34.31% (+0.96%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital invested
Capital invested by funds: $143M → $141M (-$2.05M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.66M |
| 2 |
Morgan Stanley
New York
|
+$973K |
| 3 |
Goldman Sachs
New York
|
+$966K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$946K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$302K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$615K |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$479K |
| 3 |
State Street
Boston,
Massachusetts
|
-$282K |
| 4 |
BlackRock
New York
|
-$213K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$179K |
SGU Hedge Fund Activity: Q4 2023 in Review
68 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q4 2023, worth a combined $141M — down 1.4% from $143M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SGU positions and 2 closed out — a net gain of 5 holders — while 18 added to existing stakes and 11 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $2.66M. The largest seller was Brown Advisory, cutting an estimated $615K.
- 68 institutional investors held Star Group (SGU) as of Q4 2023, up from 65 in Q3 2023.
- Funds reported $141M of Star Group stock for Q4 2023, down 1.4% quarter-over-quarter.
- 7 funds opened new Star Group positions in Q4 2023 and 2 closed out, a net change of +5 holders.
- The largest Star Group buyer in Q4 2023 was JP Morgan Chase, an estimated $2.66M added.
- The largest Star Group seller in Q4 2023 was Brown Advisory, an estimated $615K sold.
Based on aggregated 13F filings for Q4 2023.