Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Star Group LP (SGU)

72 + 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
↑ +4
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — SGU

Based on 72 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
72 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 — +12% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

29 buying21 selling
Last quarter: 29 funds bought or added vs 21 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 — ~10 new funds per quarter

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

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 19% medium ■ 19% new
44 out of 72 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 — ~10 new funds/quarter

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

Veteran-anchored — 63% veterans vs 22% newcomers

■ 63% veterans ■ 14% 1-2yr ■ 22% new
Entry-cohort mix of 76 holders: 48 (63%) are 2+ year veterans, 11 entered 1–2 years ago, and 17 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
19 of 72 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q2, 29 hedge funds were net buyers of SGU (10 opened a new position, 19 added to an existing one), while 21 reduced or exited (15 trimmed, 6 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 72.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: SGU
72 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 72 68 5.88%
13F Shares 14M 13M 4.29%
Total Value $176M $161M 9.2%
New Positions 10 9 +1
Increased Positions 19 17 +2
Closed Positions 6 8 -2
Reduced Positions 14 12 +2
Total Calls 2 2 -
Total Puts 2 2 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: SGU

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Institutional Holders (2026 Q2)

72 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lubar & Co., Inc 13.16% 1,295,985 $16.6M
2 Bandera Partners LLC 12.42% 2,745,360 $35.3M
3 Hartree Partners, LP 9.31% 3,400,907 $43.7M
4 Oakcliff Capital Partners, LP 5.26% 1,099,239 $14.1M
5 Doliver Advisors, LP 0.41% 139,939 $1.8M
6 Summit Trail Advisors, LLC 0.33% 2,030,000 $26.1M
7 Crossingbridge Advisors, LLC 0.23% 100,000 $1.3M
8 Hyperion Capital Advisors LP 0.15% 25,400 $326K
9 AlphaCentric Advisors LLC 0.12% 11,462 $147K
10 Roxbury Financial LLC 0.10% 9,980 $128K
11 Joel Isaacson & Co., LLC 0.07% 192,003 $2.5M
12 Maridea Wealth Management LLC 0.06% 42,815 $550K
13 MTM Investment Management, LLC 0.04% 12,137 $156K
14 Round Rock Advisors LLC 0.03% 20,961 $269K
15 Parsons Capital Management Inc/Ri 0.03% 52,006 $668K
16 Marquette Asset Management, LLC 0.02% 15,000 $193K
17 Greenwood Gearhart LLC 0.02% 26,300 $338K
18 Renaissance Technologies LLC 0.02% 881,007 $11.3M
19 Clear Harbor Asset Management, LLC 0.01% 13,000 $167K
20 Wilkinson Global Asset Management LLC 0.01% 10,000 $128K
21 High Note Wealth, LLC 0.01% 3,845 $49K
22 StoneX Group Inc. 0.01% 15,100 $194K
23 WASHINGTON TRUST Co 0.01% 13,000 $167K
24 Catherine Avery Investment Management LLC 0.00% 808 $10K
25 Mgo One Seven LLC 0.00% 20,063 $258K
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 — 3 quarters in a row: For 3 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 — 58% buying: Last quarter: 29 funds bought or added vs 21 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 — 8% AUM from top-100: 19 of 72 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SGU?

61% of holders stayed for 2+ years: 44 out of 72 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.

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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