Donegal Group Class B
DGICB
11 hedge funds and large institutions have $6.01M invested in Donegal Group Class B in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 0 closing their positions.
38% more funds holding
Funds holding: 8 → 11 (+3)
0.02% more ownership
Funds ownership: 8.14% → 8.16% (+0.02%)
6% less capital invested
Capital invested by funds: $6.36M → $6.01M (-$353K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$17.5K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$14 |
| 3 |
Wells Fargo
San Francisco,
California
|
+$14 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.58K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.18K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$27 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $2.96M | -$1.18K | -86 | -0% |
|
|
LCM
2
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.78M | – | – | – |
|
|
3
Vanguard Group
Malvern,
Pennsylvania
| $834K | -$27 | -2 | -0% |
|
|
MA
4
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $282K | – | – | – |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $111K | – | – | – |
|
|
RWP
6
RWA Wealth Partners
Newton,
Massachusetts
| $17K | +$17.5K | +1,275 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $15K | -$1.58K | -115 | -9% |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
|
9
Bank of America
Charlotte,
North Carolina
| – | +$14 | +1 | New |
|
|
10
Wells Fargo
San Francisco,
California
| – | +$14 | +1 | New |
|
DGICB Hedge Fund Activity: Q2 2018 in Review
11 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q2 2018, worth a combined $6.01M — down 5.5% from $6.36M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DGICB positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 3 trimmed.
The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $17.5K. The largest seller was UBS Group, cutting an estimated $1.58K.
- 11 institutional investors held Donegal Group Class B (DGICB) as of Q2 2018, up from 8 in Q1 2018.
- Funds reported $6.01M of Donegal Group Class B stock for Q2 2018, down 5.5% quarter-over-quarter.
- 3 funds opened new Donegal Group Class B positions in Q2 2018 and 0 closed out, a net change of +3 holders.
- The largest Donegal Group Class B buyer in Q2 2018 was RWA Wealth Partners, an estimated $17.5K added.
- The largest Donegal Group Class B seller in Q2 2018 was UBS Group, an estimated $1.58K sold.
Based on aggregated 13F filings for Q2 2018.