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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
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$26.5M -$163K -11,117 -0.6%
KCM
2
Kennedy Capital Management
Missouri
$14M +$409K +27,951 +3%
BlackRock
3
BlackRock
New York
$13.8M -$21K -1,438 -0.2%
ORIO
4
Old Republic International (ORI)
Illinois
$9.85M
Renaissance Technologies
5
Renaissance Technologies
New York
$9.01M +$91.2K +6,233 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.13M +$22.2K +1,519 +0.3%
PTC
7
Philadelphia Trust Company
Pennsylvania
$6.67M -$43.5K -2,975 -0.7%
CAMG
8
CWA Asset Management Group
Florida
$4.86M -$203K -13,849 -4%
Wells Fargo
9
Wells Fargo
California
$4.52M -$186K -12,728 -4%
BCM
10
Bridgeway Capital Management
Texas
$4.05M -$57.1K -3,900 -1%
DRZID
11
DePrince Race & Zollo Inc (DRZ)
Florida
$3.9M +$2.66K +182 +0.1%
State Street
12
State Street
Massachusetts
$3.75M +$519K +35,475 +16%
LCM
13
Logan Capital Management
Pennsylvania
$3.31M
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.81M +$20.3K +1,388 +0.7%
Northern Trust
15
Northern Trust
Illinois
$2.12M -$56.4K -3,855 -3%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.75M -$62.5K -4,271 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.65M +$481K +32,894 +42%
MAM
18
Martingale Asset Management
Massachusetts
$1.05M
Charles Schwab
19
Charles Schwab
California
$986K -$40.7K -2,783 -4%
PAM
20
Panagora Asset Management
Massachusetts
$931K +$238K +16,285 +35%
N
21
Nuveen
North Carolina
$760K -$4.07K -278 -0.5%
AL
22
Arnhold LLC
New York
$651K
Citadel Advisors
23
Citadel Advisors
Florida
$487K +$41.4K +2,828 +9%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$445K +$183K +12,518 +71%
Bessemer Group
25
Bessemer Group
New Jersey
$433K

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.