Donegal Group Class B
DGICB
13 hedge funds and large institutions have $11.4M invested in Donegal Group Class B in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
12% more capital invested
Capital invested by funds: $10.1M → $11.4M (+$1.26M)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
7% less funds holding
Funds holding: 14 → 13 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FNYS
First New York Securities
New York
|
+$2.31K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$694 |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$23 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$54.5K |
| 2 |
GSC
Ground Swell Capital
Folly Beach,
South Carolina
|
-$3K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1K |
| 4 |
Morgan Stanley
New York
|
-$486 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $5.68M | – | – | – |
|
|
LCM
2
Logan Capital Management
Newtown Square,
Pennsylvania
| $3.12M | – | – | – |
|
3
Vanguard Group
Malvern,
Pennsylvania
| $1.5M | – | – | – |
|
|
MA
4
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $496K | – | – | – |
|
5
Northern Trust
Chicago,
Illinois
| $281K | – | – | – |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $203K | – | – | – |
|
|
7
Invesco
Atlanta,
Georgia
| $30K | +$694 | +30 | +2% |
|
|
U
8
UBS
Zurich,
Switzerland
| $28K | +$23 | +1 | +0.1% |
|
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $14K | – | – | – |
|
|
10
Bank of America
Charlotte,
North Carolina
| $5K | -$54.5K | -2,356 | -92% |
|
|
FNYS
11
First New York Securities
New York
| $2.31K | +$2.31K | +100 | New |
|
|
12
Morgan Stanley
New York
| $2K | -$486 | -21 | -15% |
|
|
GSC
13
Ground Swell Capital
Folly Beach,
South Carolina
| – | -$3K | -159 | Closed |
|
|
14
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$1K | -76 | Closed |
|
DGICB Hedge Fund Activity: Q3 2014 in Review
13 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q3 2014, worth a combined $11.4M — up 12% from $10.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of DGICB and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was First New York Securities, opening a new position worth an estimated $2.31K. The largest seller was Bank of America, cutting an estimated $54.5K.
- 13 institutional investors held Donegal Group Class B (DGICB) as of Q3 2014, down from 14 in Q2 2014.
- Funds reported $11.4M of Donegal Group Class B stock for Q3 2014, up 12% quarter-over-quarter.
- 1 fund opened new Donegal Group Class B positions in Q3 2014 and 2 closed out, a net change of -1 holder.
- The largest Donegal Group Class B buyer in Q3 2014 was First New York Securities, an estimated $2.31K added.
- The largest Donegal Group Class B seller in Q3 2014 was Bank of America, an estimated $54.5K sold.
Based on aggregated 13F filings for Q3 2014.