Donegal Group Class B
DGICB
10 hedge funds and large institutions have $6.17M invested in Donegal Group Class B in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.
3% more capital invested
Capital invested by funds: $6.01M → $6.17M (+$163K)
0.02% less ownership
Funds ownership: 8.16% → 8.14% (-0.02%)
9% less funds holding
Funds holding: 11 → 10 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RMAM
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
+$2.42K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.05K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$274 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$17K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$14 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $3.03M | – | – | – |
|
|
LCM
2
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.86M | – | – | – |
|
3
Vanguard Group
Malvern,
Pennsylvania
| $853K | – | – | – |
|
|
MA
4
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $291K | – | – | – |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $116K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $18K | +$2.05K | +150 | +13% |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
|
RMAM
8
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $2K | +$2.42K | +177 | New |
|
|
RWP
9
RWA Wealth Partners
Newton,
Massachusetts
| – | -$17K | -1,275 | Closed |
|
|
10
Wells Fargo
San Francisco,
California
| – | -$14 | -1 | Closed |
|
|
11
Bank of America
Charlotte,
North Carolina
| – | +$274 | +20 | +2,000% |
|
DGICB Hedge Fund Activity: Q3 2018 in Review
10 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q3 2018, worth a combined $6.17M — up 2.7% from $6.01M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of DGICB and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Raab & Moskowitz Asset Management, opening a new position worth an estimated $2.42K. The largest seller was RWA Wealth Partners, exiting entirely with an estimated $17K sold.
- 10 institutional investors held Donegal Group Class B (DGICB) as of Q3 2018, down from 11 in Q2 2018.
- Funds reported $6.17M of Donegal Group Class B stock for Q3 2018, up 2.7% quarter-over-quarter.
- 1 fund opened new Donegal Group Class B positions in Q3 2018 and 2 closed out, a net change of -1 holder.
- The largest Donegal Group Class B buyer in Q3 2018 was Raab & Moskowitz Asset Management, an estimated $2.42K added.
- The largest Donegal Group Class B seller in Q3 2018 was RWA Wealth Partners, an estimated $17K sold.
Based on aggregated 13F filings for Q3 2018.