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Star Group
SGU

65 hedge funds and large institutions have $143M invested in Star Group in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

0.09% more ownership

Funds ownership: 33.27% → 33.35% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less funds holding

Funds holding: 68 → 65 (-3)

12% less capital invested

Capital invested by funds: $162M → $143M (-$18.9M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
3
Increased
19
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$585K
2
Brown Advisory
Brown Advisory
Maryland
+$512K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$187K
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$140K
5
Wells Fargo
Wells Fargo
California
+$138K

Top Sellers

Rank Fund Capital Flow
1
EA
Ellsworth Advisors
Ohio
-$407K
2
GCP
GSA Capital Partners
United Kingdom
-$291K
3
Two Sigma Investments
Two Sigma Investments
New York
-$261K
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$194K
5
Millennium Management
Millennium Management
New York
-$142K
Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1
Bandera Partners
New York
$41.4M – – –
HP
2
Hartree Partners
New York
$37.6M – – –
OCP
3
Oakcliff Capital Partners
New York
$13.3M – – –
Renaissance Technologies
4
Renaissance Technologies
New York
$11.8M -$119K -9,600 -1%
Brown Advisory
5
Brown Advisory
Maryland
$10.5M +$512K +41,321 +5%
JP Morgan Chase
6
JP Morgan Chase
New York
$8.03M +$585K +47,216 +8%
LWCA
7
Locust Wood Capital Advisers
New York
$2.03M – – –
DA
8
Doliver Advisors
Texas
$1.69M – – –
Wells Fargo
9
Wells Fargo
California
$1.27M +$138K +11,106 +12%
BlackRock
10
BlackRock
New York
$1.18M -$87.1K -7,031 -7%
Morgan Stanley
11
Morgan Stanley
New York
$1.15M +$124K +10,003 +12%
State Street
12
State Street
Massachusetts
$1.08M +$10.6K +858 +1%
Blackstone Inc
13
Blackstone Inc
New York
$1.03M – – –
CS
14
Credit Suisse
Switzerland
$827K +$43K +3,471 +5%
Swiss National Bank
15
Swiss National Bank
Switzerland
$795K – – –
UBS AM
16
UBS AM
Illinois
$673K – – –
VRS
17
Virginia Retirement Systems
Virginia
$665K +$18.6K +1,500 +3%
PCM
18
Parsons Capital Management
Rhode Island
$644K -$3.71K -300 -0.6%
Jane Street
19
Jane Street
New York
$560K +$56K +4,527 +11%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$528K +$140K +11,324 +35%
UBS Group
21
UBS Group
Switzerland
$484K +$18.3K +1,482 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$465K -$1.11K -90 -0.2%
MWA
23
Monograph Wealth Advisors
California
$362K – – –
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$322K +$1.42K +115 +0.4%
Vanguard Group
25
Vanguard Group
Pennsylvania
$310K – – –
1
2 3

SGU Hedge Fund Activity: Q3 2023 in Review

65 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q3 2023, worth a combined $143M — down 12% from $162M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SGU and 3 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 19 added.

The largest buyer was JP Morgan Chase, adding an estimated $585K. The largest seller was Ellsworth Advisors, exiting entirely with an estimated $407K sold.

  • 65 institutional investors held Star Group (SGU) as of Q3 2023, down from 68 in Q2 2023.
  • Funds reported $143M of Star Group stock for Q3 2023, down 12% quarter-over-quarter.
  • 3 funds opened new Star Group positions in Q3 2023 and 6 closed out, a net change of -3 holders.
  • The largest Star Group buyer in Q3 2023 was JP Morgan Chase, an estimated $585K added.
  • The largest Star Group seller in Q3 2023 was Ellsworth Advisors, an estimated $407K sold.

Based on aggregated 13F filings for Q3 2023.