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Donegal Group Class A

65 hedge funds and large institutions have $91.4M invested in Donegal Group Class A in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

18% more capital invested

Capital invested by funds: $77.5M → $91.4M (+$13.9M)

5% more funds holding

Funds holding: 6265 (+3)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
18
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$22.9M +$49.3K +3,117 +0.2%
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$11.6M -$334K -21,070 -3%
BIT
3
BlackRock Institutional Trust
California
$5.98M +$22.8K +1,441 +0.4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.39M +$142K +8,941 +3%
Wells Fargo
5
Wells Fargo
California
$5.37M -$141K -8,891 -3%
KCM
6
Kennedy Capital Management
Missouri
$5.25M +$1.72M +108,701 +49%
LCM
7
Logan Capital Management
Pennsylvania
$3.56M
PP
8
Prospector Partners
Connecticut
$3.39M -$222K -14,000 -6%
BFA
9
BlackRock Fund Advisors
California
$3.28M -$131K -8,276 -4%
State Street
10
State Street
Massachusetts
$2.45M -$40.3K -2,546 -2%
EA
11
Emerald Advisers
Pennsylvania
$2.4M +$519K +32,794 +28%
MFP
12
Michael F. Price
$2.38M
Northern Trust
13
Northern Trust
Illinois
$1.94M +$43.4K +2,744 +2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$1.44M
BCM
15
Bridgeway Capital Management
Texas
$1.34M
First Eagle Investment Management
16
First Eagle Investment Management
New York
$1.05M +$1.04M +65,919 New
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$853K +$629K +39,741 +299%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$830K -$33.8K -2,134 -4%
MC
19
Menta Capital
California
$680K +$114K +7,203 +20%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$604K +$2.03K +128 +0.3%
SM
21
Stratton Management
Pennsylvania
$596K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$595K -$1.43K -90 -0.2%
TCIM
23
TIAA CREF Investment Management
New York
$532K -$35.6K -2,247 -6%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$487K +$25.3K +1,600 +6%
Morgan Stanley
25
Morgan Stanley
New York
$438K -$158K -9,953 -27%

DGICA Hedge Fund Activity: Q4 2013 in Review

65 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class A (DGICA) for Q4 2013, worth a combined $91.4M — up 18% from $77.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DGICA positions and 7 closed out — a net gain of 3 holders — while 18 added to existing stakes and 20 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $1.72M. The largest seller was Goldman Sachs, cutting an estimated $626K.

  • 65 institutional investors held Donegal Group Class A (DGICA) as of Q4 2013, up from 62 in Q3 2013.
  • Funds reported $91.4M of Donegal Group Class A stock for Q4 2013, up 18% quarter-over-quarter.
  • 10 funds opened new Donegal Group Class A positions in Q4 2013 and 7 closed out, a net change of +3 holders.
  • The largest Donegal Group Class A buyer in Q4 2013 was Kennedy Capital Management, an estimated $1.72M added.
  • The largest Donegal Group Class A seller in Q4 2013 was Goldman Sachs, an estimated $626K sold.

Based on aggregated 13F filings for Q4 2013.