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Star Group
SGU

66 hedge funds and large institutions have $129M invested in Star Group in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

3% more funds holding

Funds holding: 64 → 66 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2.64% less ownership

Funds ownership: 34.63% → 31.99% (-2.6%)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

18% less capital invested

Capital invested by funds: $158M → $129M (-$28.4M)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
18
Reduced
21
Closed
3
Calls
$288K
Puts
–
Net Calls
+$288K
Net Calls Change
-$131K

Top Buyers

Rank Fund Capital Flow
1
HP
Hartree Partners
New York
+$1.06M
2
Morgan Stanley
Morgan Stanley
New York
+$449K
3
HCA
Hyperion Capital Advisors
New York
+$362K
4
Millennium Management
Millennium Management
New York
+$337K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$252K

Top Sellers

Rank Fund Capital Flow
1
BP
Bandera Partners
New York
-$8.61M
2
Brown Advisory
Brown Advisory
Maryland
-$4.94M
3
JP Morgan Chase
JP Morgan Chase
New York
-$464K
4
Wells Fargo
Wells Fargo
California
-$236K
5
MWA
Monograph Wealth Advisors
California
-$177K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
51
Jones Financial Companies
Missouri
$26.6K – – –
CBT
52
Crews Bank & Trust
Florida
$25.5K – – –
HCM
53
Hollencrest Capital Management
California
$19.2K – – –
Barclays
54
Barclays
United Kingdom
$17.5K +$11.6K +947 +172%
TWC
55
TD Waterhouse Canada
Ontario, Canada
$16.5K – – –
VWWMG
56
Vermillion & White Wealth Management Group
Pennsylvania
$14.5K +$221 +18 +1%
Kayne Anderson Rudnick Investment Management
57
Kayne Anderson Rudnick Investment Management
California
$11.7K – – –
MWM
58
MorganRosel Wealth Management
Colorado
$11.7K – – –
Comerica Bank
59
Comerica Bank
Texas
$7.02K -$4.92K -400 -40%
TRCT
60
Tower Research Capital (TRC)
New York
$5.38K +$5.66K +460 New
SS
61
SBI Securities
Japan
$4.75K +$37 +3 +0.7%
FFA
62
Farther Finance Advisors
California
$3.51K – – –
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$3K – – –
Fidelity Investments
64
Fidelity Investments
Massachusetts
$1.58K -$4.49K -365 -73%
Mirae Asset Global ETFs Holdings
65
Mirae Asset Global ETFs Holdings
Hong Kong
$1.17K – – –
HNB
66
Huntington National Bank
Ohio
$12 – – –
MWA
67
Monograph Wealth Advisors
California
– -$177K -13,444 Closed
Citigroup
68
Citigroup
New York
– -$22.4K -1,699 Closed
SIS
69
Sound Income Strategies
Florida
– -$11.3K -861 Closed
1 2
3

SGU Hedge Fund Activity: Q2 2025 in Review

66 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q2 2025, worth a combined $129M — down 18% from $158M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SGU positions and 3 closed out — a net gain of 2 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was Hartree Partners, adding an estimated $1.06M. The largest seller was Bandera Partners, cutting an estimated $8.61M.

  • 66 institutional investors held Star Group (SGU) as of Q2 2025, up from 64 in Q1 2025.
  • Funds reported $129M of Star Group stock for Q2 2025, down 18% quarter-over-quarter.
  • 5 funds opened new Star Group positions in Q2 2025 and 3 closed out, a net change of +2 holders.
  • The largest Star Group buyer in Q2 2025 was Hartree Partners, an estimated $1.06M added.
  • The largest Star Group seller in Q2 2025 was Bandera Partners, an estimated $8.61M sold.

Based on aggregated 13F filings for Q2 2025.