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Star Group
SGU

Overview Fund Activity

43 hedge funds and large institutions have $117M invested in Star Group in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 0 closing their positions.

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
2
Increased
19
Reduced
9
Closed
–
Calls
$132K
Puts
–
Net Calls
+$132K
Net Calls Change
+$101K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.79M
2
Brown Advisory
2
Brown Advisory
Maryland
$3.43M
3
LWCA
3
Locust Wood Capital Advisers
New York
$6.73M
4
UCFA
4
United Capital Financial Advisors
Texas
$543K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$531K

Top Sellers

1
BP
1
Bandera Partners
New York
$34.4M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$9M
3
GCP
3
GSA Capital Partners
United Kingdom
$1.58M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.2M
5
Creative Planning
5
Creative Planning
Kansas
$184K
Name Market Value Shares Shares
Change 		Shares
Change %
BP
1
Bandera Partners
New York
$34.4M 3,560,068 -1,300,000 -27%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$16.4M 1,702,546 – –
Morgan Stanley
3
Morgan Stanley
New York
$15.2M 1,576,778 -33,412 -2%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$9M 932,111 -77,988 -8%
MCP
5
Moab Capital Partners
New York
$7.09M 735,066 +7,143 +1%
Goldman Sachs
6
Goldman Sachs
New York
$6.79M 703,533 +391,856 +126%
LWCA
7
Locust Wood Capital Advisers
New York
$6.73M 697,200 +32,730 +5%
JIR
8
James Investment Research
Ohio
$3.71M 384,587 – –
Brown Advisory
9
Brown Advisory
Maryland
$3.43M 355,784 +285,784 +408%
LC
10
Lubar & Co
Wisconsin
$1.93M 200,000 – –
GCP
11
GSA Capital Partners
United Kingdom
$1.58M 163,747 -43,350 -21%
Wells Fargo
12
Wells Fargo
California
$1.19M 123,294 -47 -0%
WJA
13
Williams Jones & Associates
New York
$1.09M 113,000 – –
Bank of America
14
Bank of America
North Carolina
$1.07M 111,182 +121 +0.1%
UBS Group
15
UBS Group
Switzerland
$871K 90,278 +1,312 +1%
EA
16
Emerald Acquisition
Washington
$866K 89,684 – –
Deutsche Bank
17
Deutsche Bank
Germany
$638K 66,201 -7,901 -11%
Renaissance Technologies
18
Renaissance Technologies
New York
$631K 65,400 -4,667 -7%
HIS
19
Horizon Investment Services
Indiana
$627K 64,991 +2,494 +4%
CSC
20
Cove Street Capital
California
$562K 58,250 – –
UCFA
21
United Capital Financial Advisors
Texas
$543K 56,282 +28,358 +102%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$531K 55,024 +26,896 +96%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$492K 51,000 – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$296K 30,624 -904 -3%
FIM
25
Freedom Investment Management
Connecticut
$275K 28,471 +13,881 +95%
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