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Donegal Group Class A

75 hedge funds and large institutions have $133M invested in Donegal Group Class A in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

2% more capital invested

Capital invested by funds: $130M → $133M (+$2.51M)

0.14% more ownership

Funds ownership: 38.61%38.74% (+0.14%)

3% less funds holding

Funds holding: 7775 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
25
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$393K +$388K +26,526 New
Swiss National Bank
27
Swiss National Bank
Switzerland
$359K +$20.5K +1,400 +6%
WS
28
Wedbush Securities
California
$356K
MA
29
Minerva Advisors
Pennsylvania
$348K -$52.7K -3,603 -13%
JP Morgan Chase
30
JP Morgan Chase
New York
$348K +$198K +13,550 +137%
AllianceBernstein
31
AllianceBernstein
Tennessee
$328K -$16.1K -1,100 -5%
Morgan Stanley
32
Morgan Stanley
New York
$314K +$169K +11,528 +120%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$308K +$7.36K +503 +2%
SO
34
STRS Ohio
Ohio
$262K +$180K +12,300 +228%
AM
35
Atwater Malick
Pennsylvania
$258K
SIA
36
Sit Investment Associates
Minnesota
$252K
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$236K
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$231K +$62.9K +4,300 +38%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$225K +$2.62K +179 +1%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$224K -$12.7K -870 -5%
Invesco
41
Invesco
Georgia
$222K +$18K +1,230 +9%
PPA
42
Parametric Portfolio Associates
Washington
$212K +$13.7K +939 +7%
AA
43
Ancora Advisors
Ohio
$210K
Bank of America
44
Bank of America
North Carolina
$209K -$25.7K -1,755 -11%
UBS Group
45
UBS Group
Switzerland
$204K +$65.4K +4,473 +48%
Goldman Sachs
46
Goldman Sachs
New York
$203K -$321K -21,920 -62%
WG
47
Winton Group
United Kingdom
$197K -$272K -18,563 -58%
Barclays
48
Barclays
United Kingdom
$156K +$75.4K +5,153 +96%
Stifel Financial
49
Stifel Financial
Missouri
$151K
Grantham, Mayo, Van Otterloo & Co (GMO)
50
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$150K

DGICA Hedge Fund Activity: Q4 2019 in Review

75 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class A (DGICA) for Q4 2019, worth a combined $133M — up 1.9% from $130M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DGICA and 6 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 25 added.

The largest buyer was State Street, adding an estimated $519K. The largest seller was Millennium Management, exiting entirely with an estimated $390K sold.

  • 75 institutional investors held Donegal Group Class A (DGICA) as of Q4 2019, down from 77 in Q3 2019.
  • Funds reported $133M of Donegal Group Class A stock for Q4 2019, up 1.9% quarter-over-quarter.
  • 6 funds opened new Donegal Group Class A positions in Q4 2019 and 8 closed out, a net change of -2 holders.
  • The largest Donegal Group Class A buyer in Q4 2019 was State Street, an estimated $519K added.
  • The largest Donegal Group Class A seller in Q4 2019 was Millennium Management, an estimated $390K sold.

Based on aggregated 13F filings for Q4 2019.