Star Group
SGU
68 hedge funds and large institutions have $155M invested in Star Group in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 8 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 19
2% more capital invested
Capital invested by funds: $151M → $155M (+$3.18M)
2.59% less ownership
Funds ownership: 38.83% → 36.24% (-2.6%)
6% less funds holding
Funds holding: 72 → 68 (-4)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
99% less call options, than puts
Call options by funds: $1K | Put options by funds: $116K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$2.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$968K |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$588K |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$446K |
| 5 |
WG
Winton Group
London,
United Kingdom
|
+$162K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BP
Bandera Partners
New York
|
-$1.9M |
| 2 |
MCP
Moab Capital Partners
Southampton,
New York
|
-$1.3M |
| 3 |
LWCA
Locust Wood Capital Advisers
New York
|
-$1.16M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$541K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$475K |
SGU Hedge Fund Activity: Q1 2021 in Review
68 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q1 2021, worth a combined $155M — up 2.1% from $151M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of SGU and 5 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 21 added.
The largest buyer was Brown Advisory, adding an estimated $2.7M. The largest seller was Bandera Partners, cutting an estimated $1.9M.
- 68 institutional investors held Star Group (SGU) as of Q1 2021, down from 72 in Q4 2020.
- Funds reported $155M of Star Group stock for Q1 2021, up 2.1% quarter-over-quarter.
- 5 funds opened new Star Group positions in Q1 2021 and 8 closed out, a net change of -3 holders.
- The largest Star Group buyer in Q1 2021 was Brown Advisory, an estimated $2.7M added.
- The largest Star Group seller in Q1 2021 was Bandera Partners, an estimated $1.9M sold.
Based on aggregated 13F filings for Q1 2021.