SGU Institutional Ownership
Star Group, L.P.
1W: +1.0%
1M: +1.6%
3M: +3.1%
YTD: +11.5%
1Y: +10.1%
3Y: +27.6%
5Y: +56.8%
$12.89
-0.11 (-0.85%)
Weekly Expected Move ±1.4%
$13
$13
$13
$13
$14
Credit Risk of going bust: lower than 88% of companies Debt: 38.8% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.23 (down 98%), Star Group, L.P. would be worth roughly what it owes.
Total debt $269.9M against a stock market value of $426.5M.
Distance to default 12.44 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $96.8M (short-term plus half of long-term), stock volatility 16.8%; Altman Z'' 1.28. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.23 (down 98%), Star Group, L.P. would be worth roughly what it owes.
Total debt $269.9M against a stock market value of $426.5M.
Distance to default 12.44 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $96.8M (short-term plus half of long-term), stock volatility 16.8%; Altman Z'' 1.28. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — SGU
77
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
$177M
Total Invested
9
New Positions
19
Increased
20
Reduced
4
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (84 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Hartree Partners, LP | 3,400,907 | $44M | — | +0.0% | 15Q | SEC ↗ |
| 2 | Bandera Partners LLC | 2,745,360 | $36M | — | +0.0% | 67Q | SEC ↗ |
| 3 | Summit Trail Advisors, LLC | 2,030,000 | $26M | +8,000 | +0.4% | 2Q | SEC ↗ |
| 4 | Lubar & Co., Inc | 1,295,985 | $17M | — | +0.0% | 3Q | SEC ↗ |
| 5 | Oakcliff Capital Partners, LP | 1,099,239 | $14M | — | +0.0% | 38Q | SEC ↗ |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 881,007 | $11M | -29,101 | -3.2% | 42Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 605,766 | $8M | -54,099 | -8.2% | 30Q | SEC ↗ |
| 8 | Joel Isaacson & Co., LLC | 192,003 | $2M | +35 | +0.0% | 6Q | SEC ↗ |
| 9 | Blackstone Inc. | 165,910 | $2M | -7,719 | -4.4% | 14Q | SEC ↗ |
| 10 | DOLIVER ADVISORS, LP | 139,939 | $2M | — | +0.0% | 37Q | SEC ↗ |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 132,086 | $2M | +3,006 | +2.3% | 34Q | SEC ↗ |
| 12 | Crossingbridge Advisors, LLC | 100,000 | $1M | -9,777 | -8.9% | 2Q | SEC ↗ |
| 13 | MORGAN STANLEY | 79,901 | $1M | -152 | -0.2% | 60Q | SEC ↗ |
| 14 | BROWN ADVISORY INC | 73,524 | $956K | -353 | -0.5% | 65Q | SEC ↗ |
| 15 | CITADEL ADVISORS LLC | 73,480 | $955K | +21,750 | +42.0% | 2Q | SEC ↗ |
| 16 | PARSONS CAPITAL MANAGEMENT INC/RI | 52,006 | $676K | -800 | -1.5% | 25Q | SEC ↗ |
| 17 | GOLDMAN SACHS GROUP INC | 50,472 | $656K | +13,291 | +35.7% | 6Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 47,803 | $621K | +675 | +1.4% | 68Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 44,202 | $575K | +261 | +0.6% | 35Q | SEC ↗ |
| 20 | Maridea Wealth Management LLC NEW | 42,815 | $557K | — | +0.0% | 1Q | SEC ↗ |
| 21 | GSA CAPITAL PARTNERS LLP | 36,541 | $475K | +5 | +0.0% | 10Q | SEC ↗ |
| 22 | UBS Group AG | 32,004 | $416K | -3,850 | -10.7% | 47Q | SEC ↗ |
| 23 | MILLENNIUM MANAGEMENT LLC | 27,356 | $356K | -1,459 | -5.1% | 13Q | SEC ↗ |
| 24 | GREENWOOD GEARHART LLC | 26,300 | $342K | +5,800 | +28.3% | 2Q | SEC ↗ |
| 25 | &PARTNERS | 25,500 | $332K | — | +0.0% | 8Q | SEC ↗ |
| 26 | Hyperion Capital Advisors LP | 25,400 | $330K | — | +0.0% | 5Q | SEC ↗ |
| 27 | LPL Financial LLC | 23,517 | $306K | -4,934 | -17.3% | 13Q | SEC ↗ |
| 28 | Round Rock Advisors LLC | 20,961 | $272K | — | +0.0% | 4Q | SEC ↗ |
| 29 | MGO ONE SEVEN LLC NEW | 20,063 | $261K | — | +0.0% | 1Q | SEC ↗ |
| 30 | BlackRock, Inc. | 19,501 | $254K | +15,601 | +400.0% | 8Q | SEC ↗ |
| 31 | JANE STREET GROUP, LLC | 19,145 | $249K | +6,390 | +50.1% | 2Q | SEC ↗ |
| 32 | StoneX Group Inc. | 15,100 | $196K | +100 | +0.7% | 19Q | SEC ↗ |
| 33 | Marquette Asset Management, LLC | 15,000 | $195K | — | +0.0% | 30Q | SEC ↗ |
| 34 | WASHINGTON TRUST Co NEW | 13,000 | $169K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Clear Harbor Asset Management, LLC | 13,000 | $169K | — | +0.0% | 20Q | SEC ↗ |
| 36 | CARY STREET PARTNERS FINANCIAL LLC | 12,450 | $162K | — | +0.0% | 7Q | SEC ↗ |
| 37 | Kingsview Wealth Management, LLC | 12,408 | $161K | -400 | -3.1% | 4Q | SEC ↗ |
| 38 | MTM Investment Management, LLC | 12,137 | $158K | +2 | +0.0% | 23Q | SEC ↗ |
| 39 | AlphaCentric Advisors LLC | 11,462 | $149K | -9,777 | -46.0% | 2Q | SEC ↗ |
| 40 | NewEdge Advisors, LLC NEW | 11,436 | $149K | — | +0.0% | 1Q | SEC ↗ |
| 41 | AMERIPRISE FINANCIAL INC | 11,347 | $148K | — | +0.0% | 6Q | SEC ↗ |
| 42 | Wilkinson Global Asset Management LLC | 10,000 | $130K | — | +0.0% | 5Q | SEC ↗ |
| 43 | Roxbury Financial LLC | 9,980 | $130K | +70 | +0.7% | 7Q | SEC ↗ |
| 44 | US BANCORP \DE | 9,000 | $117K | — | +0.0% | 23Q | SEC ↗ |
| 45 | OSAIC HOLDINGS, INC. | 5,545 | $72K | +13 | +0.2% | 26Q | SEC ↗ |
| 46 | HM PAYSON & CO | 5,000 | $65K | — | +0.0% | 16Q | SEC ↗ |
| 47 | Spire Wealth Management | 4,537 | $59K | — | +0.0% | 22Q | SEC ↗ |
| 48 | High Note Wealth, LLC | 3,845 | $50K | — | +0.0% | 7Q | SEC ↗ |
| 49 | BNP PARIBAS FINANCIAL MARKETS | 3,572 | $46K | -920 | -20.5% | 3Q | SEC ↗ |
| 50 | Colonial Trust Advisors | 3,500 | $46K | — | +0.0% | 15Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Maridea Wealth Management LLC | 42,815 | $557K |
| MGO ONE SEVEN LLC | 20,063 | $261K |
| WASHINGTON TRUST Co | 13,000 | $169K |
| NewEdge Advisors, LLC | 11,436 | $149K |
| Integrated Wealth Concepts LLC | 3,100 | $40K |
| UMB Bank, n.a. | 2,300 | $30K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,000 | $26K |
| Catherine Avery Investment Manageme | 808 | $11K |
| Silver Grove Financial Group, Inc. | 490 | $6K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Atom Investors LP | 23,368 | $304K |
| BANK OF AMERICA CORP /DE | 14,426 | $188K |
| Walleye Capital LLC | 14,241 | $185K |
| AMERICAN CENTURY COMPANIES INC | 12,697 | $165K |
| ACADIAN ASSET MANAGEMENT LLC | 10,624 | $138K |
| Kestra Advisory Services, LLC | 6,774 | $88K |
| Garton & Associates Financial Advis | 638 | $8K |
| Quent Capital, LLC | 395 | $5K |
| Tower Research Capital LLC (TRC) | 205 | $3K |
| BARRETT & COMPANY, INC. | 165 | $2K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | +21,750 | +42.0% | 73,480 |
| BlackRock, Inc. | +15,601 | +400.0% | 19,501 |
| GOLDMAN SACHS GROUP INC | +13,291 | +35.7% | 50,472 |
| Summit Trail Advisors, LLC | +8,000 | +0.4% | 2,030,000 |
| JANE STREET GROUP, LLC | +6,390 | +50.1% | 19,145 |
| GREENWOOD GEARHART LLC | +5,800 | +28.3% | 26,300 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +3,006 | +2.3% | 132,086 |
| WELLS FARGO & COMPANY/MN | +675 | +1.4% | 47,803 |
| ROYAL BANK OF CANADA | +265 | +12.5% | 2,390 |
| COMMONWEALTH EQUITY SERVICES, LLC | +261 | +0.6% | 44,202 |
| StoneX Group Inc. | +100 | +0.7% | 15,100 |
| Roxbury Financial LLC | +70 | +0.7% | 9,980 |
| SIMPLEX TRADING, LLC | +57 | +4.9% | 1,211 |
| Joel Isaacson & Co., LLC | +35 | +0.0% | 192,003 |
| JONES FINANCIAL COMPANIES LLLP | +31 | +1.0% | 3,270 |
| Napier Financial, LLC | +19 | +1.5% | 1,245 |
| OSAIC HOLDINGS, INC. | +13 | +0.2% | 5,545 |
| GSA CAPITAL PARTNERS LLP | +5 | +0.0% | 36,541 |
| MTM Investment Management, LLC | +2 | +0.0% | 12,137 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -54,099 | -8.2% | 605,766 |
| RENAISSANCE TECHNOLOGIES LLC | -29,101 | -3.2% | 881,007 |
| AlphaCentric Advisors LLC | -9,777 | -46.0% | 11,462 |
| Crossingbridge Advisors, LLC | -9,777 | -8.9% | 100,000 |
| Blackstone Inc. | -7,719 | -4.4% | 165,910 |
| FIFTH THIRD BANCORP | -7,032 | -92.2% | 595 |
| LPL Financial LLC | -4,934 | -17.3% | 23,517 |
| UBS Group AG | -3,850 | -10.7% | 32,004 |
| MILLENNIUM MANAGEMENT LLC | -1,459 | -5.1% | 27,356 |
| BNP PARIBAS FINANCIAL MARKETS | -920 | -20.5% | 3,572 |
| PARSONS CAPITAL MANAGEMENT INC/RI | -800 | -1.5% | 52,006 |
| Kingsview Wealth Management, LLC | -400 | -3.1% | 12,408 |
| BROWN ADVISORY INC | -353 | -0.5% | 73,524 |
| CITIGROUP INC | -166 | -7.6% | 2,020 |
| MORGAN STANLEY | -152 | -0.2% | 79,901 |
| CWM, LLC | -38 | -3.7% | 1,000 |
| SBI Securities Co., Ltd. | -2 | -0.6% | 355 |