We are live on ! Find out more
SGU icon

Star Group

45 hedge funds and large institutions have $137M invested in Star Group in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

17% more capital invested

Capital invested by funds: $117M → $137M (+$19.5M)

5% more funds holding

Funds holding: 4345 (+2)

1.49% more ownership

Funds ownership: 21.28%22.77% (+1.5%)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
6
Increased
13
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
1
Bandera Partners
New York
$38.3M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$18.3M +$5.9K +600 +0%
Morgan Stanley
3
Morgan Stanley
New York
$17.7M +$712K +72,412 +5%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$9.52M -$471K -47,872 -5%
MCP
5
Moab Capital Partners
New York
$8.35M +$399K +40,539 +6%
Brown Advisory
6
Brown Advisory
Maryland
$8.22M +$4.02M +408,285 +115%
Goldman Sachs
7
Goldman Sachs
New York
$7.62M +$45.2K +4,598 +0.7%
LWCA
8
Locust Wood Capital Advisers
New York
$7.37M -$117K -11,860 -2%
JIR
9
James Investment Research
Ohio
$4.14M
LC
10
Lubar & Co
Wisconsin
$2.15M
GCP
11
GSA Capital Partners
United Kingdom
$1.48M -$255K -25,906 -16%
Wells Fargo
12
Wells Fargo
California
$1.31M -$11.8K -1,196 -1%
Bank of America
13
Bank of America
North Carolina
$1.21M +$15.3K +1,557 +1%
WJA
14
Williams Jones & Associates
New York
$1.13M -$78.7K -8,000 -7%
UBS Group
15
UBS Group
Switzerland
$962K -$8.27K -841 -0.9%
Deutsche Bank
16
Deutsche Bank
Germany
$949K +$217K +22,086 +33%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$902K +$820K +83,332 New
RA
18
Royce & Associates
New York
$849K +$776K +78,898 New
Renaissance Technologies
19
Renaissance Technologies
New York
$681K -$20.4K -2,072 -3%
HIS
20
Horizon Investment Services
Indiana
$623K -$69.5K -7,064 -11%
Allianz Asset Management
21
Allianz Asset Management
Germany
$589K +$391K +39,765 +266%
CSC
22
Cove Street Capital
California
$575K -$47.2K -4,800 -8%
UCFA
23
United Capital Financial Advisors
Texas
$573K -$30.1K -3,057 -5%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$545K -$42.9K -4,365 -8%
LAM
25
Lebenthal Asset Management
New York
$381K +$348K +35,410 New

SGU Hedge Fund Activity: Q4 2016 in Review

45 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q4 2016, worth a combined $137M — up 17% from $117M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SGU positions and 2 closed out — a net gain of 4 holders — while 13 added to existing stakes and 16 trimmed.

The largest buyer was Brown Advisory, adding an estimated $4.02M. The largest seller was Acadian Asset Management, cutting an estimated $471K.

  • 45 institutional investors held Star Group (SGU) as of Q4 2016, up from 43 in Q3 2016.
  • Funds reported $137M of Star Group stock for Q4 2016, up 17% quarter-over-quarter.
  • 6 funds opened new Star Group positions in Q4 2016 and 2 closed out, a net change of +4 holders.
  • The largest Star Group buyer in Q4 2016 was Brown Advisory, an estimated $4.02M added.
  • The largest Star Group seller in Q4 2016 was Acadian Asset Management, an estimated $471K sold.

Based on aggregated 13F filings for Q4 2016.