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Star Group
SGU

69 hedge funds and large institutions have $84.6M invested in Star Group in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.77% less ownership

Funds ownership: 30.4% → 28.63% (-1.8%)

3% less funds holding

Funds holding: 71 → 69 (-2)

18% less capital invested

Capital invested by funds: $103M → $84.6M (-$18M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

54% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 24

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
11
Reduced
24
Closed
8
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
-$57K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$231K
2
State Street
State Street
Massachusetts
+$230K
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$177K
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$168K
5
BlackRock
BlackRock
New York
+$125K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.57M
2
CS
Central Securities
New York
-$1.43M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.14M
4
Wells Fargo
Wells Fargo
California
-$597K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$407K
Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1
Bandera Partners
New York
$28.2M – – –
Brown Advisory
2
Brown Advisory
Maryland
$14.2M -$346K -36,910 -2%
OCP
3
Oakcliff Capital Partners
New York
$10.6M – – –
Renaissance Technologies
4
Renaissance Technologies
New York
$9.29M -$1.14M -121,600 -10%
LWCA
5
Locust Wood Capital Advisers
New York
$4.24M -$138K -14,692 -3%
CS
6
Central Securities
New York
$1.72M -$1.43M -153,114 -42%
BlackRock
7
BlackRock
New York
$1.7M +$125K +13,397 +7%
ETM
8
Euclidean Technologies Management
Washington
$1.69M – – –
KWM
9
Kanen Wealth Management
Florida
$1.34M – – –
DA
10
Doliver Advisors
Texas
$1.14M – – –
Morgan Stanley
11
Morgan Stanley
New York
$862K -$90.5K -9,658 -8%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$791K -$3.57M -381,481 -80%
State Street
13
State Street
Massachusetts
$692K +$230K +24,571 +41%
Swiss National Bank
14
Swiss National Bank
Switzerland
$650K – – –
Millennium Management
15
Millennium Management
New York
$595K +$231K +24,715 +51%
PCM
16
Parsons Capital Management
Rhode Island
$593K – – –
VRS
17
Virginia Retirement Systems
Virginia
$428K +$494K +52,700 New
UBS AM
18
UBS AM
Illinois
$421K -$62.1K -6,634 -11%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$417K -$407K -43,464 -46%
CSC
20
Cove Street Capital
California
$379K – – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$313K +$843 +90 +0.2%
Allianz Asset Management
22
Allianz Asset Management
Germany
$285K +$75.6K +8,075 +30%
MIM
23
MTM Investment Management
South Carolina
$269K +$150 +16 +0%
CS
24
Credit Suisse
Switzerland
$261K +$47 +5 +0%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$250K +$177K +18,858 +158%
1
2 3

SGU Hedge Fund Activity: Q3 2022 in Review

69 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q3 2022, worth a combined $84.6M — down 18% from $103M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SGU and 6 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 11 added.

The largest buyer was Millennium Management, adding an estimated $231K. The largest seller was Fidelity Investments, cutting an estimated $3.57M.

  • 69 institutional investors held Star Group (SGU) as of Q3 2022, down from 71 in Q2 2022.
  • Funds reported $84.6M of Star Group stock for Q3 2022, down 18% quarter-over-quarter.
  • 6 funds opened new Star Group positions in Q3 2022 and 8 closed out, a net change of -2 holders.
  • The largest Star Group buyer in Q3 2022 was Millennium Management, an estimated $231K added.
  • The largest Star Group seller in Q3 2022 was Fidelity Investments, an estimated $3.57M sold.

Based on aggregated 13F filings for Q3 2022.