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TSG

The Stars Group Inc.

TSG

Delisted

TSG was delisted on the 4th of May, 2020.

155 hedge funds and large institutions have $3.26B invested in The Stars Group Inc. in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 33 closing their positions.

New

Increased

Maintained

Reduced

Closed

194% more call options, than puts

Call options by funds: $36.2M | Put options by funds: $12.3M

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

6% more capital invested

Capital invested by funds: $3.09B → $3.26B (+$170M)

3% less funds holding

Funds holding: 159 → 155 (-4)

10% less funds holding in top 10

Funds holding in top 10: 20 → 18 (-2)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

Holders

155

Holders Change

-4

Holders Change %

-2.52%

% of All Funds

3.37%

Holding in Top 10

Holding in Top 10 Change

-2

Holding in Top 10 Change %

-10%

% of All Funds

0.39%

New

Increased

Reduced

Closed

Calls

$36.2M

Puts

$12.3M

Net Calls

+$23.9M

Net Calls Change

+$10.8M

Top Buyers

1	VH ValueAct Holdings San Francisco, California	+$242M
2	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	+$164M
3	CS Credit Suisse Zurich, Switzerland	+$140M
4	Boston Partners Boston, Massachusetts	+$61.7M
5	CIA Caledonia Investments (Australia) Sydney NSW, Australia	+$45.6M

Top Sellers

1	Goldman Sachs New York	-$82.2M
2	HVCM HG Vora Capital Management New York	-$79.9M
3	ICP Indus Capital Partners New York	-$54.9M
4	OAMG Odey Asset Management Group London, United Kingdom	-$33.3M
5	GCM Glenview Capital Management New York	-$29.5M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	CIA 1 Caledonia Investments (Australia) Sydney NSW, Australia	$932M	+$45.6M	+2,567,478	+5%
2	2 Blackstone Inc New York	$275M	–	–	–
3	VH 3 ValueAct Holdings San Francisco, California	$233M	+$242M	+13,630,000	New
4	CS 4 Credit Suisse Zurich, Switzerland	$174M	+$140M	+7,901,927	+345%
5	5 Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$158M	+$164M	+9,214,664	+100%
6	TLCM 6 Tiger Legatus Capital Management New York	$102M	+$702K	+39,500	+0.7%
7	7 Goldman Sachs New York	$87.9M	-$82.2M	-4,624,382	-47%
8	8 Fidelity Investments Boston, Massachusetts	$79.8M	+$27.9M	+1,567,994	+51%
9	9 Boston Partners Boston, Massachusetts	$75.5M	+$61.7M	+3,475,225	New
10	10 Morgan Stanley New York	$74.3M	-$5.83M	-328,113	-7%
11	OAMG 11 Odey Asset Management Group London, United Kingdom	$72.9M	-$33.3M	-1,873,335	-30%
12	12 Vanguard Group Malvern, Pennsylvania	$71.9M	+$2.48M	+139,495	+3%
13	HSC 13 Harbor Spring Capital New York	$54.8M	-$2.31M	-130,000	-4%
14	HVCM 14 HG Vora Capital Management New York	$51.2M	-$79.9M	-4,500,000	-60%
15	SC 15 Samlyn Capital New York	$48.1M	+$13.7M	+771,206	+38%
16	SA 16 Springowl Associates New York	$45.4M	–	–	–
17	BC 17 Beaconlight Capital New York	$45.3M	-$7.34M	-412,937	-13%
18	TSW 18 Thompson Siegel & Walmsley Richmond, Virginia	$43.2M	-$13.6M	-764,067	-23%
19	19 Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$40.8M	+$8.51M	+478,916	+25%
20	20 Royal Bank of Canada Toronto, Ontario, Canada	$40M	+$35.1M	+1,975,022	+537%
21	SCM 21 Sterling Capital Management Charlotte, North Carolina	$31.6M	+$32.9M	+1,853,766	New
22	22 Norges Bank Oslo, Norway	$31.5M	–	–	–
23	ICP 23 Indus Capital Partners New York	$30M	-$54.9M	-3,087,720	-64%
24	TCA 24 Taconic Capital Advisors New York	$26.6M	-$711K	-40,000	-3%
25	MCP 25 Moab Capital Partners Southampton, New York	$22.6M	+$286K	+16,072	+1%

TSG Hedge Fund Activity: Q2 2019 in Review

155 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in The Stars Group Inc. (TSG) for Q2 2019, worth a combined $3.26B — up 5.5% from $3.09B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of TSG and 29 opened new positions — a net loss of 4 holders — while 50 trimmed existing stakes and 59 added.

The largest buyer was ValueAct Holdings, opening a new position worth an estimated $242M. The largest seller was Goldman Sachs, cutting an estimated $82.2M.

155 institutional investors held The Stars Group Inc. (TSG) as of Q2 2019, down from 159 in Q1 2019.
Funds reported $3.26B of The Stars Group Inc. stock for Q2 2019, up 5.5% quarter-over-quarter.
29 funds opened new The Stars Group Inc. positions in Q2 2019 and 33 closed out, a net change of -4 holders.
The largest The Stars Group Inc. buyer in Q2 2019 was ValueAct Holdings, an estimated $242M added.
The largest The Stars Group Inc. seller in Q2 2019 was Goldman Sachs, an estimated $82.2M sold.

Based on aggregated 13F filings for Q2 2019.

The Stars Group Inc. TSG