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Star Group
SGU

68 hedge funds and large institutions have $141M invested in Star Group in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

125% more call options, than puts

Call options by funds: $54K | Put options by funds: $24K

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

5% more funds holding

Funds holding: 65 → 68 (+3)

0.96% more ownership

Funds ownership: 33.35% → 34.31% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less capital invested

Capital invested by funds: $143M → $141M (-$2.05M)

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
18
Reduced
11
Closed
2
Calls
$54K
Puts
$24K
Net Calls
+$30K
Net Calls Change
+$30K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$2.66M
2
Morgan Stanley
Morgan Stanley
New York
+$973K
3
Goldman Sachs
Goldman Sachs
New York
+$966K
4
Wells Fargo
Wells Fargo
California
+$946K
5
Citadel Advisors
Citadel Advisors
Florida
+$302K

Top Sellers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
-$615K
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$479K
3
State Street
State Street
Massachusetts
-$282K
4
BlackRock
BlackRock
New York
-$213K
5
Northern Trust
Northern Trust
Illinois
-$179K
Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1
Bandera Partners
New York
$39.7M – – –
HP
2
Hartree Partners
New York
$36M – – –
OCP
3
Oakcliff Capital Partners
New York
$12.8M – – –
Renaissance Technologies
4
Renaissance Technologies
New York
$11.2M -$112K -9,200 -0.9%
JP Morgan Chase
5
JP Morgan Chase
New York
$10.2M +$2.66M +219,333 +33%
Brown Advisory
6
Brown Advisory
Maryland
$9.51M -$615K -50,622 -6%
Wells Fargo
7
Wells Fargo
California
$2.12M +$946K +77,855 +73%
Morgan Stanley
8
Morgan Stanley
New York
$2.03M +$973K +80,088 +84%
LWCA
9
Locust Wood Capital Advisers
New York
$1.95M – – –
DA
10
Doliver Advisors
Texas
$1.62M – – –
Blackstone Inc
11
Blackstone Inc
New York
$986K – – –
BlackRock
12
BlackRock
New York
$928K -$213K -17,500 -18%
Goldman Sachs
13
Goldman Sachs
New York
$917K +$966K +79,530 New
CS
14
Credit Suisse
Switzerland
$871K +$82.8K +6,814 +10%
State Street
15
State Street
Massachusetts
$771K -$282K -23,244 -26%
Swiss National Bank
16
Swiss National Bank
Switzerland
$729K -$35.2K -2,900 -4%
UBS AM
17
UBS AM
Illinois
$645K – – –
PCM
18
Parsons Capital Management
Rhode Island
$617K – – –
UBS Group
19
UBS Group
Switzerland
$592K +$135K +11,140 +28%
Millennium Management
20
Millennium Management
New York
$486K +$256K +21,056 +100%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$468K +$24K +1,973 +5%
Jane Street
22
Jane Street
New York
$436K -$106K -8,723 -19%
MWA
23
Monograph Wealth Advisors
California
$347K – – –
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$328K +$19.9K +1,641 +6%
Vanguard Group
25
Vanguard Group
Pennsylvania
$291K -$5.72K -471 -2%
1
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SGU Hedge Fund Activity: Q4 2023 in Review

68 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q4 2023, worth a combined $141M — down 1.4% from $143M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SGU positions and 2 closed out — a net gain of 5 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.66M. The largest seller was Brown Advisory, cutting an estimated $615K.

  • 68 institutional investors held Star Group (SGU) as of Q4 2023, up from 65 in Q3 2023.
  • Funds reported $141M of Star Group stock for Q4 2023, down 1.4% quarter-over-quarter.
  • 7 funds opened new Star Group positions in Q4 2023 and 2 closed out, a net change of +5 holders.
  • The largest Star Group buyer in Q4 2023 was JP Morgan Chase, an estimated $2.66M added.
  • The largest Star Group seller in Q4 2023 was Brown Advisory, an estimated $615K sold.

Based on aggregated 13F filings for Q4 2023.