We are live on ! Find out more
SGU icon

Star Group

57 hedge funds and large institutions have $202M invested in Star Group in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less capital invested

Capital invested by funds: $212M → $202M (-$10M)

2.54% less ownership

Funds ownership: 42.97%40.43% (-2.5%)

7% less funds holding

Funds holding: 6157 (-4)

30% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 20

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
1.23%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
8
Increased
14
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
1
Bandera Partners
New York
$33.3M -$34.6K -3,630 -0.1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$32.9M -$73.9K -7,761 -0.2%
MCP
3
Moab Capital Partners
New York
$19.7M -$505K -53,062 -3%
CRCM
4
Cat Rock Capital Management
Connecticut
$18.2M -$11.6M -1,222,155 -39%
OCP
5
Oakcliff Capital Partners
New York
$15.9M
LWCA
6
Locust Wood Capital Advisers
New York
$13.8M +$993K +104,241 +8%
Brown Advisory
7
Brown Advisory
Maryland
$13.5M -$491K -51,567 -4%
LC
8
Lubar & Co
Wisconsin
$12M
Renaissance Technologies
9
Renaissance Technologies
New York
$8.12M +$609K +63,897 +8%
CS
10
Central Securities
New York
$5.38M +$628K +65,984 +13%
YEPV
11
Yorktown Energy Partners VI
New York
$4.11M
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$3.85M -$1.14M -120,001 -23%
Morgan Stanley
13
Morgan Stanley
New York
$3.58M +$614K +64,504 +21%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$3.47M -$103K -10,825 -3%
CSC
15
Cove Street Capital
California
$2.38M -$265K -27,775 -10%
AIC
16
Aurora Investment Counsel
Georgia
$1.66M -$58.2K -6,108 -3%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$1.46M +$380K +39,920 +35%
Wells Fargo
18
Wells Fargo
California
$1.13M -$44.4K -4,663 -4%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$1.01M +$845K +88,695 +540%
UBS Group
20
UBS Group
Switzerland
$678K -$89.1K -9,357 -12%
RA
21
Royce & Associates
New York
$651K -$4.78M -502,048 -88%
Ameriprise
22
Ameriprise
Minnesota
$519K +$409K +42,900 +383%
GCP
23
GSA Capital Partners
United Kingdom
$450K -$29.7K -3,119 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$417K +$413K +43,400 New
BGDI
25
BW Gestao de Investimentos
Brazil
$334K

SGU Hedge Fund Activity: Q1 2019 in Review

57 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q1 2019, worth a combined $202M — down 4.7% from $212M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SGU and 8 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 14 added.

The largest buyer was Locust Wood Capital Advisers, adding an estimated $993K. The largest seller was Cat Rock Capital Management, cutting an estimated $11.6M.

  • 57 institutional investors held Star Group (SGU) as of Q1 2019, down from 61 in Q4 2018.
  • Funds reported $202M of Star Group stock for Q1 2019, down 4.7% quarter-over-quarter.
  • 8 funds opened new Star Group positions in Q1 2019 and 12 closed out, a net change of -4 holders.
  • The largest Star Group buyer in Q1 2019 was Locust Wood Capital Advisers, an estimated $993K added.
  • The largest Star Group seller in Q1 2019 was Cat Rock Capital Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2019.