Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Star Group LP (SGU)

68 + Investors. Track Smart Money conviction in SGU. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — SGU

Based on 68 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SGU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
68 hedge funds hold SGU right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

26 buying20 selling
Last quarter: 26 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 6 → 10 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 19% medium ■ 13% new
46 out of 68 hedge funds have held SGU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~9 new funds/quarter

5 → 5 → 6 → 10 → 9 new funds/Q
New funds entering each quarter: 5 → 6 → 10 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 17% newcomers

■ 71% veterans ■ 12% 1-2yr ■ 17% new
Entry-cohort mix of 72 holders: 51 (71%) are 2+ year veterans, 9 entered 1–2 years ago, and 12 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
18 of 68 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SGU

In 2026 Q1, 26 hedge funds were net buyers of SGU (9 opened a new position, 17 added to an existing one), while 20 reduced or exited (12 trimmed, 8 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 68.

Hedge Fund Ownership: SGU

How many hedge funds hold SGU — quarterly history vs. share price
Quarterly hedge fund ownership of SGU vs. share price

Market Analysis: SGU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SGU

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Star Group LP (SGU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SGU has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
SGU
+0.6%
XLE
+60644.4%

SGU outperformed XLE by -60643.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
SGU
-3.0%
XLE
+49600.0%

Since the filing became public, SGU outperformed XLE by -49603.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 2 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: SGU
68 + Investors

Track Smart Money conviction in SGU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 68 67 1.49%
13F Shares 13M 12M 14.35%
Total Value $161M $136M 18.18%
New Positions 9 10 -1
Increased Positions 17 18 -1
Closed Positions 8 6 +2
Reduced Positions 12 17 -5
Total Calls 2 1 100.0%
Total Puts 2 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: SGU

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

68 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SGU. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SGU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bandera Partners LLC 15.25% 2,745,360 $33.7M
2 Lubar & Co., Inc 13.37% 1,295,985 $15.9M
3 Hartree Partners, LP 8.95% 3,400,907 $41.8M
4 Oakcliff Capital Partners, LP 5.96% 1,099,239 $13.5M
5 Doliver Advisors, LP 0.39% 139,939 $1.7M
6 Summit Trail Advisors, LLC 0.36% 2,022,000 $24.8M
7 AlphaCentric Advisors LLC 0.26% 21,239 $261K
8 Crossingbridge Advisors, LLC 0.24% 109,777 $1.3M
9 Hyperion Capital Advisors LP 0.15% 25,400 $312K
10 Roxbury Financial LLC 0.11% 9,910 $122K
11 Joel Isaacson & Co., LLC 0.08% 191,968 $2.4M
12 MTM Investment Management, LLC 0.05% 12,135 $149K
13 Round Rock Advisors LLC 0.04% 20,961 $257K
14 Parsons Capital Management Inc/Ri 0.03% 52,806 $648K
15 Marquette Asset Management, LLC 0.03% 15,000 $184K
16 Atom Investors LP 0.02% 23,368 $287K
17 Renaissance Technologies LLC 0.02% 910,108 $11.2M
18 Greenwood Gearhart LLC 0.01% 20,500 $252K
19 Clear Harbor Asset Management, LLC 0.01% 13,000 $160K
20 StoneX Group Inc. 0.01% 15,000 $184K
21 Wilkinson Global Asset Management LLC 0.01% 10,000 $123K
22 High Note Wealth, LLC 0.01% 3,845 $47K
23 Blackstone Inc. 0.01% 173,629 $2.1M
24 Crews Bank & Trust 0.00% 2,182 $27K
25 Cary Street Partners Financial LLC 0.00% 12,450 $153K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Star Group LP (SGU)

What does the Smart Money Trend signal show for SGU?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SGU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SGU?

Slight buying edge — 57% buying: Last quarter: 26 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SGU holders?

Smaller funds dominant — 4% AUM from top-100: 18 of 68 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SGU?

68% of holders stayed for 2+ years: 46 out of 68 hedge funds have held SGU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Star Group LP (SGU) following the 2026 Q1 hedge fund 13F filings?

As of today, SGU has moved -3.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +49600.0% for the XLE sector ETF — an outperformance of -49603.0%. Since the quarter end (March 31, 2026), SGU has gained +0.6% vs +60644.4% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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