Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STAR GROUP LP (SGU)

63 + 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
↑ +3
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — SGU

Based on 63 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (98% of max)

98% of all-time peak
63 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SGU is almost the same as a year ago (+2 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 56% buying

27 buying21 selling
Last quarter: 27 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 — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 4 → 6 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 13% medium ■ 17% new
44 out of 63 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

7 → 5 → 4 → 6 → 9 new funds/Q
New funds entering each quarter: 5 → 4 → 6 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 5% 1-2yr ■ 24% new
Of 63 current holders: 45 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
14 of 63 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 2025 Q4, 27 hedge funds were net buyers of SGU (9 opened a new position, 18 added to an existing one), while 21 reduced or exited (15 trimmed, 6 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 63.

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

Energy Oil & Gas Refining & Marketing

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: SGU
2026 Q1 Stats Unlock in 9 days 63 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 63 61 3.28%
13F Shares 10M 11M -3.29%
Total Value $121M $125M -3.21%
New Positions 9 6 +3
Increased Positions 18 14 +4
Closed Positions 6 8 -2
Reduced Positions 16 14 +2
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SGU

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

63 + investors

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

Top 25 institutional holders of SGU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lubar & Co., Inc 13.37% 1,295,985 $15.9M
2 DOLIVER ADVISORS, LP 0.39% 139,939 $1.7M
3 AlphaCentric Advisors LLC 0.26% 21,239 $261K
4 Roxbury Financial LLC 0.11% 9,910 $122K
5 Joel Isaacson & Co., LLC 0.08% 191,968 $2.4M
6 MTM Investment Management, LLC 0.05% 12,135 $149K
7 PARSONS CAPITAL MANAGEMENT INC/RI 0.03% 52,806 $648K
8 GSA CAPITAL PARTNERS LLP 0.03% 36,536 —
9 Marquette Asset Management, LLC 0.03% 15,000 $184K
10 GREENWOOD GEARHART LLC 0.01% 20,500 $252K
11 Clear Harbor Asset Management, LLC 0.01% 13,000 $160K
12 CARY STREET PARTNERS FINANCIAL LLC 0.00% 12,450 $153K
13 Napier Financial, LLC 0.00% 1,226 $15K
14 Spire Wealth Management 0.00% 4,537 $56K
15 HM PAYSON & CO 0.00% 5,000 $61K
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 43,941 $540K
17 HOLLENCREST CAPITAL MANAGEMENT 0.00% 1,639 $20K
18 FIFTH THIRD BANCORP 0.00% 7,627 $94K
19 Farther Finance Advisors, LLC 0.00% 1,100 $14K
20 SBI Securities Co., Ltd. 0.00% 357 $4K
21 WELLS FARGO & COMPANY/MN 0.00% 47,128 $579K
22 LPL Financial LLC 0.00% 28,451 $349K
23 UBS Group AG 0.00% 35,854 $440K
24 CITIGROUP INC 0.00% 2,186 $27K
25 Russell Investments Group, Ltd. 0.00% 130 $2K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 56% buying: Last quarter: 27 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 — 10% AUM from top-100: 14 of 63 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SGU?

70% of holders stayed for 2+ years: 44 out of 63 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.