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Star Group

74 hedge funds and large institutions have $134M invested in Star Group in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,137% more call options, than puts

Call options by funds: $668K | Put options by funds: $54K

59% more capital invested

Capital invested by funds: $84.6M → $134M (+$49.5M)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more funds holding

Funds holding: 6974 (+5)

2.49% more ownership

Funds ownership: 28.63%31.12% (+2.5%)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
17
Reduced
19
Closed
9
Calls
$668K
Puts
$54K
Net Calls
+$614K
Net Calls Change
+$608K
Name Holding Trade Value Shares
Change
Change in
Stake
BP
1
Bandera Partners
New York
$41.8M
OCP
2
Oakcliff Capital Partners
New York
$15.7M
Brown Advisory
3
Brown Advisory
Maryland
$14.9M -$4.66M -504,416 -29%
HP
4
Hartree Partners
New York
$14.1M +$10.8M +1,169,865 New
Renaissance Technologies
5
Renaissance Technologies
New York
$12.7M -$813K -87,904 -8%
JP Morgan Chase
6
JP Morgan Chase
New York
$7.73M +$5.91M +639,598 +29,930%
BlackRock
7
BlackRock
New York
$2.8M +$215K +23,295 +11%
LWCA
8
Locust Wood Capital Advisers
New York
$2.74M -$2.72M -293,700 -56%
KWM
9
Kanen Wealth Management
Florida
$2.53M +$417K +45,061 +27%
DA
10
Doliver Advisors
Texas
$1.69M
Morgan Stanley
11
Morgan Stanley
New York
$1.59M +$239K +25,836 +24%
ETM
12
Euclidean Technologies Management
Washington
$1.24M -$972K -105,164 -50%
Wells Fargo
13
Wells Fargo
California
$1.08M +$711K +76,918 +604%
State Street
14
State Street
Massachusetts
$1.03M +$6.5K +703 +0.8%
Swiss National Bank
15
Swiss National Bank
Switzerland
$963K
PCM
16
Parsons Capital Management
Rhode Island
$841K -$29.5K -3,194 -4%
VRS
17
Virginia Retirement Systems
Virginia
$635K
UBS AM
18
UBS AM
Illinois
$624K
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$587K +$166K +17,917 +58%
CS
20
Credit Suisse
Switzerland
$522K +$105K +11,347 +35%
UBS Group
21
UBS Group
Switzerland
$485K +$312K +33,701 +512%
CSC
22
Cove Street Capital
California
$483K -$60.1K -6,500 -14%
CCIA
23
Campbell & Co Investment Adviser
Maryland
$474K +$259K +28,012 +248%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$466K +$980 +106 +0.3%
Two Sigma Investments
25
Two Sigma Investments
New York
$444K +$341K +36,875 New

SGU Hedge Fund Activity: Q4 2022 in Review

74 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q4 2022, worth a combined $134M — up 59% from $84.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SGU positions and 9 closed out — a net gain of 5 holders — while 17 added to existing stakes and 19 trimmed.

The largest buyer was Hartree Partners, opening a new position worth an estimated $10.8M. The largest seller was Brown Advisory, cutting an estimated $4.66M.

  • 74 institutional investors held Star Group (SGU) as of Q4 2022, up from 69 in Q3 2022.
  • Funds reported $134M of Star Group stock for Q4 2022, up 59% quarter-over-quarter.
  • 14 funds opened new Star Group positions in Q4 2022 and 9 closed out, a net change of +5 holders.
  • The largest Star Group buyer in Q4 2022 was Hartree Partners, an estimated $10.8M added.
  • The largest Star Group seller in Q4 2022 was Brown Advisory, an estimated $4.66M sold.

Based on aggregated 13F filings for Q4 2022.