Star Group
SGU
65 hedge funds and large institutions have $136M invested in Star Group in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 10 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.67% less ownership
Funds ownership: 35.3% → 33.63% (-1.7%)
6% less funds holding
Funds holding: 69 → 65 (-4)
15% less capital invested
Capital invested by funds: $159M → $136M (-$23.1M)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
52% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 23
99% less call options, than puts
Call options by funds: $2K | Put options by funds: $152K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
+$323K |
| 2 |
PCM
Parsons Capital Management
Providence,
Rhode Island
|
+$217K |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$176K |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$170K |
| 5 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
+$141K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$3.02M |
| 2 |
LWCA
Locust Wood Capital Advisers
New York
|
-$1.75M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.67M |
| 4 |
Renaissance Technologies
New York
|
-$867K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$459K |
SGU Hedge Fund Activity: Q3 2021 in Review
65 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q3 2021, worth a combined $136M — down 15% from $159M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SGU and 6 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 11 added.
The largest buyer was California State Teachers Retirement System (CalSTRS), opening a new position worth an estimated $323K. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $3.02M sold.
- 65 institutional investors held Star Group (SGU) as of Q3 2021, down from 69 in Q2 2021.
- Funds reported $136M of Star Group stock for Q3 2021, down 15% quarter-over-quarter.
- 6 funds opened new Star Group positions in Q3 2021 and 10 closed out, a net change of -4 holders.
- The largest Star Group buyer in Q3 2021 was California State Teachers Retirement System (CalSTRS), an estimated $323K added.
- The largest Star Group seller in Q3 2021 was Hotchkis & Wiley Capital Management, an estimated $3.02M sold.
Based on aggregated 13F filings for Q3 2021.