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Star Group

69 hedge funds and large institutions have $159M invested in Star Group in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1% more funds holding

Funds holding: 6869 (+1)

3% more capital invested

Capital invested by funds: $155M → $159M (+$4.29M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.94% less ownership

Funds ownership: 36.26%35.31% (-0.94%)

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
26
Reduced
21
Closed
6
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$117K
Name Holding Trade Value Shares
Change
Change in
Stake
BP
1
Bandera Partners
New York
$37.1M -$97.4K -8,924 -0.3%
Brown Advisory
2
Brown Advisory
Maryland
$20.1M -$188K -17,225 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$16.5M +$2.73K +250 +0%
Renaissance Technologies
4
Renaissance Technologies
New York
$15.8M +$515K +47,200 +3%
OCP
5
Oakcliff Capital Partners
New York
$14.6M -$2.84M -260,000 -17%
LWCA
6
Locust Wood Capital Advisers
New York
$9.32M -$134K -12,282 -1%
CS
7
Central Securities
New York
$7.5M -$655K -60,000 -8%
YEPV
8
Yorktown Energy Partners VI
New York
$4.79M
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$4.17M -$182K -16,703 -4%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$3.02M -$593K -54,300 -17%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$2.67M +$433K +39,640 +20%
ETM
12
Euclidean Technologies Management
Washington
$2.46M +$2.4M +220,000 New
BlackRock
13
BlackRock
New York
$1.87M +$583K +53,470 +47%
DA
14
Doliver Advisors
Texas
$1.52M
Invesco
15
Invesco
Georgia
$1.18M +$83.3K +7,633 +8%
WG
16
Winton Group
United Kingdom
$1.17M -$13.6K -1,250 -1%
Swiss National Bank
17
Swiss National Bank
Switzerland
$896K -$152K -13,900 -15%
State Street
18
State Street
Massachusetts
$863K +$166K +15,176 +25%
Morgan Stanley
19
Morgan Stanley
New York
$834K +$94.3K +8,638 +13%
AIC
20
Aurora Investment Counsel
Georgia
$818K +$9.65K +884 +1%
CSC
21
Cove Street Capital
California
$758K -$30.9K -2,830 -4%
UBS AM
22
UBS AM
Illinois
$711K +$176K +16,134 +34%
Wells Fargo
23
Wells Fargo
California
$674K
Allianz Asset Management
24
Allianz Asset Management
Germany
$634K +$52.8K +4,836 +9%
Ameriprise
25
Ameriprise
Minnesota
$618K

SGU Hedge Fund Activity: Q2 2021 in Review

69 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q2 2021, worth a combined $159M — up 2.8% from $155M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SGU positions and 6 closed out — a net gain of 1 holder — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Euclidean Technologies Management, opening a new position worth an estimated $2.4M. The largest seller was Oakcliff Capital Partners, cutting an estimated $2.84M.

  • 69 institutional investors held Star Group (SGU) as of Q2 2021, up from 68 in Q1 2021.
  • Funds reported $159M of Star Group stock for Q2 2021, up 2.8% quarter-over-quarter.
  • 7 funds opened new Star Group positions in Q2 2021 and 6 closed out, a net change of +1 holder.
  • The largest Star Group buyer in Q2 2021 was Euclidean Technologies Management, an estimated $2.4M added.
  • The largest Star Group seller in Q2 2021 was Oakcliff Capital Partners, an estimated $2.84M sold.

Based on aggregated 13F filings for Q2 2021.