Star Group
SGU
66 hedge funds and large institutions have $152M invested in Star Group in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 9 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
5% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 21
0.62% more ownership
Funds ownership: 42% → 42.62% (+0.62%)
8% less funds holding
Funds holding: 72 → 66 (-6)
10% less capital invested
Capital invested by funds: $169M → $152M (-$16.9M)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BP
Bandera Partners
New York
|
+$5.06M |
| 2 |
Renaissance Technologies
New York
|
+$1.12M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$1.1M |
| 4 |
MCP
Moab Capital Partners
Southampton,
New York
|
+$407K |
| 5 |
State Street
Boston,
Massachusetts
|
+$375K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.76M |
| 2 |
LWCA
Locust Wood Capital Advisers
New York
|
-$1.63M |
| 3 |
Morgan Stanley
New York
|
-$953K |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$362K |
| 5 |
LW
Linscomb Wealth
Houston,
Texas
|
-$341K |
SGU Hedge Fund Activity: Q1 2020 in Review
66 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q1 2020, worth a combined $152M — down 10% from $169M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of SGU and 5 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 22 added.
The largest buyer was Bandera Partners, adding an estimated $5.06M. The largest seller was Fidelity Investments, cutting an estimated $4.76M.
- 66 institutional investors held Star Group (SGU) as of Q1 2020, down from 72 in Q4 2019.
- Funds reported $152M of Star Group stock for Q1 2020, down 10% quarter-over-quarter.
- 5 funds opened new Star Group positions in Q1 2020 and 9 closed out, a net change of -4 holders.
- The largest Star Group buyer in Q1 2020 was Bandera Partners, an estimated $5.06M added.
- The largest Star Group seller in Q1 2020 was Fidelity Investments, an estimated $4.76M sold.
Based on aggregated 13F filings for Q1 2020.