Donegal Group Class B
DGICB
9 hedge funds and large institutions have $5.33M invested in Donegal Group Class B in 2018 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
0.06% less ownership
Funds ownership: 8.14% → 8.09% (-0.06%)
10% less funds holding
Funds holding: 10 → 9 (-1)
14% less capital invested
Capital invested by funds: $6.17M → $5.33M (-$845K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
+$55.2K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.02K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$57.8K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$39.4K |
| 3 |
RMAM
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
-$2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $2.61M | -$39.4K | -3,070 | -1% |
|
|
LCM
2
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.59M | – | – | – |
|
3
Vanguard Group
Malvern,
Pennsylvania
| $746K | – | – | – |
|
|
MA
4
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $305K | +$55.2K | +4,300 | +20% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $47K | -$57.8K | -4,500 | -53% |
|
|
6
UBS Group
Zurich,
Switzerland
| $14K | -$1.28K | -100 | -8% |
|
|
7
Bank of America
Charlotte,
North Carolina
| $5K | +$5.02K | +391 | +1,862% |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
|
RMAM
9
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| – | -$2K | -177 | Closed |
|
DGICB Hedge Fund Activity: Q4 2018 in Review
9 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q4 2018, worth a combined $5.33M — down 14% from $6.17M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of DGICB and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.
The largest buyer was Minerva Advisors, adding an estimated $55.2K. The largest seller was Royal Bank of Canada, cutting an estimated $57.8K.
- 9 institutional investors held Donegal Group Class B (DGICB) as of Q4 2018, down from 10 in Q3 2018.
- Funds reported $5.33M of Donegal Group Class B stock for Q4 2018, down 14% quarter-over-quarter.
- 0 funds opened new Donegal Group Class B positions in Q4 2018 and 1 closed out, a net change of -1 holder.
- The largest Donegal Group Class B buyer in Q4 2018 was Minerva Advisors, an estimated $55.2K added.
- The largest Donegal Group Class B seller in Q4 2018 was Royal Bank of Canada, an estimated $57.8K sold.
Based on aggregated 13F filings for Q4 2018.