Star Group
SGU
42 hedge funds and large institutions have $55.3M invested in Star Group in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
24% more funds holding
Funds holding: 34 → 42 (+8)
7% more capital invested
Capital invested by funds: $51.7M → $55.3M (+$3.63M)
0.16% more ownership
Funds ownership: 15.36% → 15.52% (+0.16%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$881K |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$539K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$460K |
| 4 |
Renaissance Technologies
New York
|
+$454K |
| 5 |
Morgan Stanley
New York
|
+$241K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BP
Bandera Partners
New York
|
-$2.33M |
| 2 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$302K |
| 3 |
WJA
Williams Jones & Associates
New York
|
-$158K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$102K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$72K |
SGU Hedge Fund Activity: Q2 2014 in Review
42 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q2 2014, worth a combined $55.3M — up 7% from $51.7M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SGU positions and 3 closed out — a net gain of 8 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was UBS, adding an estimated $881K. The largest seller was Bandera Partners, cutting an estimated $2.33M.
- 42 institutional investors held Star Group (SGU) as of Q2 2014, up from 34 in Q1 2014.
- Funds reported $55.3M of Star Group stock for Q2 2014, up 7% quarter-over-quarter.
- 11 funds opened new Star Group positions in Q2 2014 and 3 closed out, a net change of +8 holders.
- The largest Star Group buyer in Q2 2014 was UBS, an estimated $881K added.
- The largest Star Group seller in Q2 2014 was Bandera Partners, an estimated $2.33M sold.
Based on aggregated 13F filings for Q2 2014.