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Star Group

68 hedge funds and large institutions have $121M invested in Star Group in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,040% more call options, than puts

Call options by funds: $157K | Put options by funds: $5K

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

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

0.35% less ownership

Funds ownership: 34.31%33.96% (-0.35%)

14% less capital invested

Capital invested by funds: $141M → $121M (-$19.8M)

Holders
68
Holders Change
Holders Change %
0%
% of All Funds
0.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
16
Reduced
16
Closed
6
Calls
$157K
Puts
$5K
Net Calls
+$152K
Net Calls Change
+$122K
Name Holding Trade Value Shares
Change
Change in
Stake
BP
1
Bandera Partners
New York
$34.5M
HP
2
Hartree Partners
New York
$31.3M
OCP
3
Oakcliff Capital Partners
New York
$11.1M
Renaissance Technologies
4
Renaissance Technologies
New York
$9.98M +$248K +22,300 +2%
Brown Advisory
5
Brown Advisory
Maryland
$8.31M +$52.2K +4,692 +0.6%
JP Morgan Chase
6
JP Morgan Chase
New York
$8.05M -$936K -84,089 -9%
Wells Fargo
7
Wells Fargo
California
$2.29M +$495K +44,488 +24%
LWCA
8
Locust Wood Capital Advisers
New York
$1.65M -$47K -4,220 -2%
DA
9
Doliver Advisors
Texas
$1.4M
Blackstone Inc
10
Blackstone Inc
New York
$1.17M +$347K +31,200 +36%
Morgan Stanley
11
Morgan Stanley
New York
$864K -$996K -89,504 -51%
CS
12
Credit Suisse
Switzerland
$771K +$15.9K +1,425 +2%
BlackRock
13
BlackRock
New York
$721K -$95K -8,537 -11%
Millennium Management
14
Millennium Management
New York
$683K +$289K +25,998 +62%
State Street
15
State Street
Massachusetts
$678K +$8.55K +768 +1%
Swiss National Bank
16
Swiss National Bank
Switzerland
$598K -$38.9K -3,500 -6%
UBS AM
17
UBS AM
Illinois
$561K
Citadel Advisors
18
Citadel Advisors
Florida
$540K +$324K +29,107 +117%
PCM
19
Parsons Capital Management
Rhode Island
$536K
UBS Group
20
UBS Group
Switzerland
$535K +$23K +2,067 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$478K +$79.1K +7,113 +18%
HF
22
HRT Financial
New York
$308K +$98.2K +8,827 +40%
MWA
23
Monograph Wealth Advisors
California
$302K
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$272K -$14.1K -1,270 -4%
Vanguard Group
25
Vanguard Group
Pennsylvania
$253K

SGU Hedge Fund Activity: Q1 2024 in Review

68 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q1 2024, worth a combined $121M — down 14% from $141M a quarter earlier.

Fund positioning in SGU was balanced in Q1 2024: 6 funds opened new positions, 6 closed out, 16 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $495K. The largest seller was Morgan Stanley, cutting an estimated $996K.

  • 68 institutional investors held Star Group (SGU) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $121M of Star Group stock for Q1 2024, down 14% quarter-over-quarter.
  • 6 funds opened new Star Group positions in Q1 2024 and 6 closed out, a net change of 0 holders.
  • The largest Star Group buyer in Q1 2024 was Wells Fargo, an estimated $495K added.
  • The largest Star Group seller in Q1 2024 was Morgan Stanley, an estimated $996K sold.

Based on aggregated 13F filings for Q1 2024.