Star Group
SGU
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.
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: 2 → 3 (+1)
7% more funds holding
Funds holding: 69 → 74 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HP
Hartree Partners
New York
|
+$10.8M |
| 2 |
JP Morgan Chase
New York
|
+$5.91M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$711K |
| 4 |
KWM
Kanen Wealth Management
Coconut Creek,
Florida
|
+$417K |
| 5 |
Two Sigma Investments
New York
|
+$341K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$4.66M |
| 2 |
LWCA
Locust Wood Capital Advisers
New York
|
-$2.72M |
| 3 |
CS
Central Securities
New York
|
-$1.72M |
| 4 |
ETM
Euclidean Technologies Management
Seattle,
Washington
|
-$972K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$897K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Allianz Asset Management
Munich,
Germany
| – | -$285K | -35,004 | Closed |
|
|
SSA
77
Schonfeld Strategic Advisors
New York
| – | -$105K | -12,900 | Closed |
|
|
TI
78
Trexquant Investment
Stamford,
Connecticut
| – | -$97K | -11,914 | Closed |
|
79
Envestnet Asset Management
Chicago,
Illinois
| – | -$93K | -11,397 | Closed |
|
|
C
80
Covestor
London,
United Kingdom
| – | -$12K | -1,499 | Closed |
|
|
AIM
81
Axiom Investment Management
New York
| – | -$3K | -334 | Closed |
|
|
TC
82
Trust Company
Manhattan,
Kansas
| – | -$2K | -259 | Closed |
|
|
ACM
83
Aquatic Capital Management
Chicago,
Illinois
| – | -$2K | -200 | 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.