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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
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$116K
PAM
52
Paradigm Asset Management
New York
$97.8K +$96.5K +6,600 New
AIG
53
American International Group
New York
$96K -$790 -54 -0.8%
PC
54
PhiloSmith Capital
Connecticut
$77K
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$64K
CFA
56
Carroll Financial Associates
North Carolina
$62K
Deutsche Bank
57
Deutsche Bank
Germany
$61K -$8.12K -555 -12%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$56K
Acadian Asset Management
59
Acadian Asset Management
Massachusetts
$42K +$41.3K +2,823 New
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$38.6K +$14.9K +1,017 +64%
Legal & General Group
61
Legal & General Group
United Kingdom
$37K
Zurich Cantonal Bank
62
Zurich Cantonal Bank
Switzerland
$36K
Citigroup
63
Citigroup
New York
$33K +$13.6K +933 +71%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$21K +$6.2K +424 +41%
Canada Life
65
Canada Life
Manitoba, Canada
$19K +$19.3K +1,319 New
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$18K +$14.6K +1,001 +519%
AIP
67
Ameritas Investment Partners
Nebraska
$14K
SFS
68
Sowell Financial Services
Arkansas
$12K +$11.7K +797 New
RMAM
69
Raab & Moskowitz Asset Management
New Jersey
$12K +$12.5K +854 New
GWM
70
Geneos Wealth Management
Colorado
$10K
Fidelity Investments
71
Fidelity Investments
Massachusetts
$3K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$2K
MAM
73
Meeder Asset Management
Ohio
$1K -$1.29K -88 -48%
Federated Hermes
74
Federated Hermes
Pennsylvania
$1K
Millennium Management
75
Millennium Management
New York
-$390K -26,647 Closed

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.