Donegal Group Class B
DGICB
14 hedge funds and large institutions have $10.1M invested in Donegal Group Class B in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
8% more funds holding
Funds holding: 13 → 14 (+1)
20% less capital invested
Capital invested by funds: $12.7M → $10.1M (-$2.56M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$59K |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$20.9K |
| 3 |
Morgan Stanley
New York
|
+$2.92K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.64K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$121K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.96K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $4.92M | -$5.96K | -259 | -0.1% |
|
|
LCM
2
Logan Capital Management
Newtown Square,
Pennsylvania
| $2.84M | – | – | – |
|
|
3
Vanguard Group
Malvern,
Pennsylvania
| $1.33M | -$121K | -5,255 | -8% |
|
|
MA
4
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $451K | – | – | – |
|
5
Northern Trust
Chicago,
Illinois
| $256K | – | – | – |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $178K | – | – | – |
|
|
7
Bank of America
Charlotte,
North Carolina
| $54K | +$59K | +2,565 | New |
|
8
Invesco
Atlanta,
Georgia
| $26K | – | – | – |
|
|
U
9
UBS
Zurich,
Switzerland
| $25K | +$20.9K | +907 | +306% |
|
10
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $13K | – | – | – |
|
|
11
Morgan Stanley
New York
| $3K | +$2.92K | +127 | +1,411% |
|
|
GSC
12
Ground Swell Capital
Folly Beach,
South Carolina
| $3K | +$3.66K | +159 | New |
|
|
13
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1K | +$1.64K | +71 | +1,420% |
|
|
TRCT
14
Tower Research Capital (TRC)
New York
| – | -$2K | -74 | Closed |
|
DGICB Hedge Fund Activity: Q2 2014 in Review
14 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q2 2014, worth a combined $10.1M — down 20% from $12.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DGICB positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $59K. The largest seller was Vanguard Group, cutting an estimated $121K.
- 14 institutional investors held Donegal Group Class B (DGICB) as of Q2 2014, up from 13 in Q1 2014.
- Funds reported $10.1M of Donegal Group Class B stock for Q2 2014, down 20% quarter-over-quarter.
- 2 funds opened new Donegal Group Class B positions in Q2 2014 and 1 closed out, a net change of +1 holder.
- The largest Donegal Group Class B buyer in Q2 2014 was Bank of America, an estimated $59K added.
- The largest Donegal Group Class B seller in Q2 2014 was Vanguard Group, an estimated $121K sold.
Based on aggregated 13F filings for Q2 2014.