Exploring Star Group, L.P. (SGU) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Star Group, L.P. (SGU), and what drives their investment decisions? As of April 2025, institutional investors hold a significant stake in Star Group, owning a total of 12,127,642 shares. But who are these key shareholders, and what's their sentiment towards the company? With the share price at $13.00 as of April 9, 2025, marking a 24.64% increase from $10.43 on April 10, 2024, understanding the investor profile becomes crucial. Let’s delve into the details of who’s buying, who’s selling, and the factors influencing these moves.

Star Group, L.P. (SGU) Who Invests in Star Group, L.P. (SGU) and Why?

Understanding the investor profile of Star Group, L.P. (SGU) provides valuable insights into the market's perception of the company. Examining the types of investors, their motivations, and typical investment strategies helps to paint a comprehensive picture of the forces driving SGU's stock performance.

Key Investor Types:

Star Group, L.P. (SGU) has a mix of different investor types, including:

• Institutional Investors: These entities, such as hedge funds, mutual funds, and insurance companies, hold a significant portion of SGU's shares. As of recent filings, institutional investors hold 12,127,642 shares, representing 35.08% of the company's outstanding shares.
• Retail Investors: Individual investors also participate in SGU, although their collective holdings are smaller compared to institutional investors.

Some of the major institutional shareholders include:

• Bandera Partners LLC (9.97%)
• Hartree Partners, LP (9.04%)
• Oakcliff Capital Partners, LP (3.18%)
• Brown Advisory Holdings Inc. (2.80%)
• Renaissance Technologies Corp. (2.79%)
• JPMorgan Chase & Co. (1.79%)

The presence of notable institutional investors suggests a level of confidence in Star Group, L.P. (SGU)'s business model and future prospects. According to a recent report, 24 institutional investors increased their positions in SGU, while 18 decreased their holdings in Q3 2024.

Investment Motivations:

Several factors attract investors to Star Group, L.P. (SGU):

• Dividend Income: SGU has a history of paying dividends, making it attractive to income-seeking investors. The company recently increased its annual distribution by 5 cents to $0.74 per unit. The dividend yield (FWD) is 5.41%.
• Value Investing: The company's stock may be perceived as undervalued, presenting an opportunity for value investors.
• Market Position: Star Group, L.P. (SGU) is considered the nation's largest retail distributor of home heating oil, giving it a strong market position.
• Growth Prospects: Strategic acquisitions, like the recent purchase of a home energy distributor for approximately $68 million, can drive growth.

Star Group, L.P. (SGU)'s expertise in derivative instruments and long-term supplier contracts may also enhance its negotiation power and free cash flow growth prospects, further incentivizing investment.

Investment Strategies:

Investors in Star Group, L.P. (SGU) may employ various strategies:

• Long-Term Holding: Some investors may adopt a buy-and-hold strategy, focusing on the company's steady dividend payments and long-term growth potential.
• Value Investing: Investors might identify SGU as undervalued based on metrics like its price-to-earnings ratio and invest with the expectation of future appreciation.
• Short-Term Trading: More active traders may capitalize on short-term price fluctuations driven by factors such as weather patterns or earnings announcements.

Examining the ownership structure and investment strategies surrounding Star Group, L.P. (SGU) reveals a mix of income-focused, value-oriented, and growth-seeking investors. The company's dividend payouts, strategic acquisitions, and market leadership contribute to its appeal among diverse investor types. The company's stock has a beta coefficient of 0.54, suggesting it is less volatile than the market average.

Star Group, L.P. (SGU) Institutional Ownership and Major Shareholders of Star Group, L.P. (SGU)

Institutional ownership in Star Group, L.P. (SGU) provides insights into the stability and potential direction of the company's stock. Analyzing the major shareholders and their recent activities can offer a glimpse into market sentiment and strategic positioning. For more background information, you can visit: Star Group, L.P. (SGU): History, Ownership, Mission, How It Works & Makes Money

Information about institutional investors and major shareholders can often be found through financial news outlets, company filings (like 13F filings with the SEC), and investor relations sections of company websites.

Changes in institutional ownership can significantly influence a company's stock. Increases in holdings might suggest confidence in the company's future, while decreases could indicate concerns.

Here's a general overview of what to look for regarding institutional investors in Star Group, L.P. (SGU):

• Top Institutional Investors: Identifying the largest institutional holders, such as mutual funds, hedge funds, and pension funds, and their respective shareholdings is crucial.
• Recent Ownership Changes: Tracking whether these major institutions have been increasing or decreasing their positions can provide valuable insight.
• Impact on Stock and Strategy: Understanding how these large investors might influence the stock price and overall company strategy is essential.

As of now, specific details about the top institutional investors, recent changes in ownership, and their direct impact on Star Group, L.P. (SGU) require up-to-date information. For the most accurate assessment, consulting recent financial data and reports is recommended.

Here are factors that describe the role of institutional investors:

• Price Stability: Large institutional holdings can sometimes reduce stock price volatility.
• Corporate Governance: Major shareholders often have more influence on company policies and decisions.
• Market Perception: Institutional investment decisions can affect how other investors view the stock.

To get the most current data, examine recent SEC filings and financial news releases related to Star Group, L.P. (SGU).

Star Group, L.P. (SGU) Key Investors and Their Impact on Star Group, L.P. (SGU)

Understanding the investor profile of Star Group, L.P. (SGU) provides valuable insights into the company's stability, growth potential, and strategic direction. Examining who is investing and their motivations can shed light on the market's perception of the company. Here’s a detailed look at the key investors in Star Group, L.P. (SGU) and their potential impact.

While specific details on all major investors and their recent moves might fluctuate, information on institutional ownership can offer a general overview. Institutional investors, such as mutual funds, hedge funds, and pension funds, often hold significant stakes in publicly traded companies. Their investment decisions can influence stock prices and company policies. Recent data as of December 31, 2024, indicates the following:

• Vanguard Group Inc: Holds approximately 1.5 million shares, representing about 5.03% of the company.
• BlackRock Fund Advisors: Holds approximately 0.8 million shares, representing about 2.76% of the company.
• Geode Capital Management LLC: Holds approximately 0.3 million shares, representing about 1.13% of the company.

These institutional holdings suggest a level of confidence from major investment firms in Star Group, L.P. (SGU). It is important to note that these holdings can change over time as firms adjust their portfolios.

Investor Influence: The presence of large institutional investors can impact Star Group, L.P. (SGU) in several ways:

• Stock Stability: Large institutional holdings can provide a degree of stability to the stock price, as these investors typically have a long-term investment horizon.
• Corporate Governance: Major investors often engage with company management on issues related to corporate governance, strategy, and performance. Their influence can lead to changes in company policies or strategic direction.
• Market Perception: The investment decisions of well-known funds can influence market perception of the company, attracting additional investors or signaling concerns.

Recent Moves: While real-time tracking of every investor move is challenging, regulatory filings such as 13F filings provide quarterly snapshots of institutional holdings. Monitoring these filings can reveal trends in investor sentiment and significant changes in ownership. Keep an eye on major investment firms either increasing or decreasing their positions, as it may signal their outlook on the company's future performance. Analyzing these moves in conjunction with company announcements and financial results can provide a more comprehensive understanding. For more insights into the company's core values and strategic objectives, refer to Mission Statement, Vision, & Core Values of Star Group, L.P. (SGU).

Star Group, L.P. (SGU) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to Star Group, L.P. (SGU) is crucial for current and potential shareholders. Examining the behavior of major shareholders, recent market responses, and analyst perspectives provides a comprehensive view of the company's financial health and future prospects. For further insights into Star Group, L.P.'s financial standing, consider exploring Breaking Down Star Group, L.P. (SGU) Financial Health: Key Insights for Investors.

Investor sentiment towards Star Group, L.P. (SGU) can be gauged by observing the actions of its major shareholders. Shifts in their holdings often reflect their outlook on the company's performance and future. While specific sentiment (positive, neutral, or negative) can fluctuate, significant increases in holdings by institutional investors may indicate a positive outlook, whereas decreases could suggest concerns about future performance.

The stock market's reaction to changes in ownership or large investor moves can significantly impact Star Group, L.P. (SGU)'s stock price. Positive reactions to major investments or increased holdings often lead to price appreciation, while negative reactions to divestments can cause price declines. Monitoring these market reactions provides valuable insights into how the investment community perceives the company's prospects.

Analyst perspectives play a vital role in shaping investor sentiment and influencing market reactions. Analysts often provide ratings (buy, sell, hold) and price targets based on their assessment of Star Group, L.P. (SGU)'s financial performance, industry trends, and macroeconomic factors. These insights can significantly impact investor decisions and market movements.

Here's a look at potential factors influencing investor sentiment and market reactions:

• Financial Performance: Revenue growth, profitability, and cash flow generation.
• Strategic Initiatives: Mergers, acquisitions, and expansion plans.
• Industry Trends: Changes in the energy sector and competitive landscape.
• Macroeconomic Factors: Interest rates, inflation, and economic growth.

To illustrate the dynamics of investor activity, consider the following hypothetical scenario:

Disclaimer: The data presented in this table is purely hypothetical and for illustrative purposes only. It should not be considered as actual investment advice.