Donegal Group Class B
DGICB
8 hedge funds and large institutions have $7.17M invested in Donegal Group Class B in 2017 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 2 closing their positions.
0.03% less ownership
Funds ownership: 8.23% → 8.2% (-0.03%)
4% less capital invested
Capital invested by funds: $7.48M → $7.17M (-$319K)
20% less funds holding
Funds holding: 10 → 8 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$15K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$5K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.89K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $3.54M | -$4.89K | -300 | -0.1% |
|
|
LCM
2
Logan Capital Management
Newtown Square,
Pennsylvania
| $2.16M | – | – | – |
|
3
Vanguard Group
Malvern,
Pennsylvania
| $980K | – | – | – |
|
|
MA
4
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $332K | – | – | – |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $135K | – | – | – |
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $10K | – | – | – |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$15K | -906 | Closed |
|
|
9
Bank of America
Charlotte,
North Carolina
| – | -$5K | -316 | Closed |
|
DGICB Hedge Fund Activity: Q1 2017 in Review
8 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q1 2017, worth a combined $7.17M — down 4.3% from $7.48M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of DGICB and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 0 added.
The largest seller was UBS Group, exiting entirely with an estimated $15K sold.
- 8 institutional investors held Donegal Group Class B (DGICB) as of Q1 2017, down from 10 in Q4 2016.
- Funds reported $7.17M of Donegal Group Class B stock for Q1 2017, down 4.3% quarter-over-quarter.
- 0 funds opened new Donegal Group Class B positions in Q1 2017 and 2 closed out, a net change of -2 holders.
- The largest Donegal Group Class B seller in Q1 2017 was UBS Group, an estimated $15K sold.
Based on aggregated 13F filings for Q1 2017.