Star Group
SGU
72 hedge funds and large institutions have $169M invested in Star Group in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
3% more funds holding
Funds holding: 70 → 72 (+2)
0.42% more ownership
Funds ownership: 41.58% → 42% (+0.42%)
10% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 21
13% less capital invested
Capital invested by funds: $194M → $169M (-$25.3M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LW
Linscomb Wealth
Houston,
Texas
|
+$1.04M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$854K |
| 3 |
Renaissance Technologies
New York
|
+$830K |
| 4 |
CS
Central Securities
New York
|
+$779K |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$687K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRCM
Cat Rock Capital Management
Greenwich,
Connecticut
|
-$6.59M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.92M |
| 3 |
AIC
Aurora Investment Counsel
Atlanta,
Georgia
|
-$908K |
| 4 |
BlackRock
New York
|
-$376K |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$324K |
SGU Hedge Fund Activity: Q4 2019 in Review
72 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q4 2019, worth a combined $169M — down 13% from $194M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SGU positions and 5 closed out — a net gain of 2 holders — while 19 added to existing stakes and 21 trimmed.
The largest buyer was Linscomb Wealth, opening a new position worth an estimated $1.04M. The largest seller was Cat Rock Capital Management, exiting entirely with an estimated $6.59M sold.
- 72 institutional investors held Star Group (SGU) as of Q4 2019, up from 70 in Q3 2019.
- Funds reported $169M of Star Group stock for Q4 2019, down 13% quarter-over-quarter.
- 7 funds opened new Star Group positions in Q4 2019 and 5 closed out, a net change of +2 holders.
- The largest Star Group buyer in Q4 2019 was Linscomb Wealth, an estimated $1.04M added.
- The largest Star Group seller in Q4 2019 was Cat Rock Capital Management, an estimated $6.59M sold.
Based on aggregated 13F filings for Q4 2019.