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Star Group
SGU

Overview Fund Activity

47 hedge funds and large institutions have $101M invested in Star Group in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
23
Reduced
5
Closed
3
Calls
$421K
Puts
$934K
Net Calls
-$513K
Net Calls Change
-$528K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$14.4M
2
UBS Group
2
UBS Group
Switzerland
$2.46M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$10.7M
4
GCP
4
GSA Capital Partners
United Kingdom
$3.19M
5
JIR
5
James Investment Research
Ohio
$3.19M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$0
2
Invesco
2
Invesco
Georgia
$0
3
PG
3
PEAK6 Group
Illinois
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$51K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$276K
Name Market Value Shares Shares
Change 		Shares
Change %
BP
1
Bandera Partners
New York
$41.3M 4,860,068 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$14.4M 1,700,800 +698,341 +70%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$10.7M 1,258,761 +192,610 +18%
Morgan Stanley
4
Morgan Stanley
New York
$6.5M 765,872 +59,809 +8%
LWCA
5
Locust Wood Capital Advisers
New York
$4.56M 537,350 – –
JIR
6
James Investment Research
Ohio
$3.19M 376,227 +133,850 +55%
GCP
7
GSA Capital Partners
United Kingdom
$3.19M 375,266 +136,243 +57%
MCP
8
Moab Capital Partners
New York
$3.17M 372,983 +93,121 +33%
UBS Group
9
UBS Group
Switzerland
$2.46M 289,658 +217,802 +303%
LC
10
Lubar & Co
Wisconsin
$1.7M 200,000 – –
Bank of America
11
Bank of America
North Carolina
$977K 115,035 +91 +0.1%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$976K 115,000 +50,800 +79%
RFC
13
Russell Frank Company
Washington
$762K 89,684 +10,074 +13%
WJA
14
Williams Jones & Associates
New York
$646K 76,075 +1,500 +2%
Brown Advisory
15
Brown Advisory
Maryland
$594K 70,000 – –
CSC
16
Cove Street Capital
California
$495K 58,250 – –
UCFA
17
United Capital Financial Advisors
Texas
$489K 57,592 +974 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$473K 55,739 +3,725 +7%
HIS
19
Horizon Investment Services
Indiana
$425K 50,007 -260 -0.5%
CS
20
Credit Suisse
Switzerland
$340K 40,000 -136 -0.3%
LPL Financial
21
LPL Financial
California
$316K 38,782 +24,362 +169%
Creative Planning
22
Creative Planning
Kansas
$315K 37,143 +233 +0.6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$304K 35,828 +4,084 +13%
VKH
24
Virtu KCG Holdings
New York
$277K 32,585 +32,585 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$276K 32,557 -2,946 -8%
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