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Donegal Group Class A

79 hedge funds and large institutions have $138M invested in Donegal Group Class A in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

5% more funds holding

Funds holding: 7579 (+4)

4% more capital invested

Capital invested by funds: $133M → $138M (+$5.18M)

0.22% more ownership

Funds ownership: 38.74%38.97% (+0.22%)

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
33
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$27.3M +$125K +8,844 +0.5%
KCM
2
Kennedy Capital Management
Missouri
$15.4M +$953K +67,360 +7%
BlackRock
3
BlackRock
New York
$14.1M -$32.8K -2,318 -0.2%
ORIO
4
Old Republic International (ORI)
Illinois
$10.1M
Renaissance Technologies
5
Renaissance Technologies
New York
$9.02M -$207K -14,641 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.35M +$27.7K +1,960 +0.4%
PTC
7
Philadelphia Trust Company
Pennsylvania
$6.75M -$87.8K -6,200 -1%
CAMG
8
CWA Asset Management Group
Florida
$5.42M +$400K +28,239 +9%
Wells Fargo
9
Wells Fargo
California
$4.77M +$119K +8,375 +3%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$4.38M +$346K +24,443 +9%
State Street
11
State Street
Massachusetts
$4.01M +$150K +10,619 +4%
LCM
12
Logan Capital Management
Pennsylvania
$3.4M
BCM
13
Bridgeway Capital Management
Texas
$3.25M -$835K -59,000 -22%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.1M +$205K +14,507 +8%
Northern Trust
15
Northern Trust
Illinois
$2.23M +$50.2K +3,549 +2%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.8M +$5.66K +400 +0.3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.72M +$27.1K +1,918 +2%
MAM
18
Martingale Asset Management
Massachusetts
$1.08M
Charles Schwab
19
Charles Schwab
California
$1.03M +$18.6K +1,315 +2%
PAM
20
Panagora Asset Management
Massachusetts
$868K -$80.8K -5,709 -9%
N
21
Nuveen
North Carolina
$782K +$1.74K +123 +0.2%
DGHMC
22
Dalton, Greiner, Hartman, Maher & Co
New York
$721K +$671K +47,402 New
AL
23
Arnhold LLC
New York
$516K -$142K -10,000 -23%
Bessemer Group
24
Bessemer Group
New Jersey
$444K
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$434K -$21K -1,484 -5%

DGICA Hedge Fund Activity: Q1 2020 in Review

79 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class A (DGICA) for Q1 2020, worth a combined $138M — up 3.9% from $133M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DGICA positions and 4 closed out — a net gain of 5 holders — while 33 added to existing stakes and 20 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $953K. The largest seller was Bridgeway Capital Management, cutting an estimated $835K.

  • 79 institutional investors held Donegal Group Class A (DGICA) as of Q1 2020, up from 75 in Q4 2019.
  • Funds reported $138M of Donegal Group Class A stock for Q1 2020, up 3.9% quarter-over-quarter.
  • 9 funds opened new Donegal Group Class A positions in Q1 2020 and 4 closed out, a net change of +5 holders.
  • The largest Donegal Group Class A buyer in Q1 2020 was Kennedy Capital Management, an estimated $953K added.
  • The largest Donegal Group Class A seller in Q1 2020 was Bridgeway Capital Management, an estimated $835K sold.

Based on aggregated 13F filings for Q1 2020.