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Star Group

68 hedge funds and large institutions have $162M invested in Star Group in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $150M → $162M (+$11.6M)

0.72% more ownership

Funds ownership: 32.54%33.27% (+0.72%)

0% more funds holding

Funds holding: 6868 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

41% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 22

Holders
68
Holders Change
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
13
Reduced
22
Closed
6
Calls
$27K
Puts
Net Calls
+$27K
Net Calls Change
-$87K
Name Holding Trade Value Shares
Change
Change in
Stake
BP
1
Bandera Partners
New York
$47.1M -$271K -19,757 -0.6%
HP
2
Hartree Partners
New York
$42.7M +$3.47M +253,160 +9%
OCP
3
Oakcliff Capital Partners
New York
$15.1M -$127K -9,239 -0.8%
Renaissance Technologies
4
Renaissance Technologies
New York
$13.6M -$54.9K -4,000 -0.4%
Brown Advisory
5
Brown Advisory
Maryland
$11.4M -$838K -61,121 -7%
JP Morgan Chase
6
JP Morgan Chase
New York
$8.48M +$355K +25,858 +4%
LWCA
7
Locust Wood Capital Advisers
New York
$2.31M -$38.1K -2,776 -2%
DA
8
Doliver Advisors
Texas
$1.91M
BlackRock
9
BlackRock
New York
$1.43M -$1.1M -80,097 -43%
Wells Fargo
10
Wells Fargo
California
$1.3M +$94.8K +6,908 +8%
State Street
11
State Street
Massachusetts
$1.22M -$8.71K -635 -0.7%
Morgan Stanley
12
Morgan Stanley
New York
$1.17M -$139K -10,167 -11%
Blackstone Inc
13
Blackstone Inc
New York
$1.17M
Swiss National Bank
14
Swiss National Bank
Switzerland
$903K -$61.7K -4,500 -6%
CS
15
Credit Suisse
Switzerland
$891K +$379K +27,616 +73%
PCM
16
Parsons Capital Management
Rhode Island
$735K
VRS
17
Virginia Retirement Systems
Virginia
$735K -$169K -12,300 -19%
UBS AM
18
UBS AM
Illinois
$726K
Jane Street
19
Jane Street
New York
$574K +$576K +41,985 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$529K -$1.14K -83 -0.2%
UBS Group
21
UBS Group
Switzerland
$529K -$508 -37 -0.1%
Millennium Management
22
Millennium Management
New York
$445K +$446K +32,551 New
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$444K +$187K +13,610 +72%
MWA
24
Monograph Wealth Advisors
California
$411K
EA
25
Ellsworth Advisors
Ohio
$407K +$409K +29,831 New

SGU Hedge Fund Activity: Q2 2023 in Review

68 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q2 2023, worth a combined $162M — up 7.8% from $150M a quarter earlier.

Fund positioning in SGU was balanced in Q2 2023: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 22 trimmed.

The largest buyer was Hartree Partners, adding an estimated $3.47M. The largest seller was BlackRock, cutting an estimated $1.1M.

  • 68 institutional investors held Star Group (SGU) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $162M of Star Group stock for Q2 2023, up 7.8% quarter-over-quarter.
  • 6 funds opened new Star Group positions in Q2 2023 and 6 closed out, a net change of 0 holders.
  • The largest Star Group buyer in Q2 2023 was Hartree Partners, an estimated $3.47M added.
  • The largest Star Group seller in Q2 2023 was BlackRock, an estimated $1.1M sold.

Based on aggregated 13F filings for Q2 2023.