Donegal Group Class B
DGICB
9 hedge funds and large institutions have $6.38M invested in Donegal Group Class B in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
19% more capital invested
Capital invested by funds: $5.35M → $6.38M (+$1.03M)
0.27% more ownership
Funds ownership: 8.08% → 8.35% (+0.27%)
18% less funds holding
Funds holding: 11 → 9 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$137K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$61.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$196 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$965 |
| 2 |
Wells Fargo
San Francisco,
California
|
-$13 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $3.12M | – | – | – |
|
|
LCM
2
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.76M | – | – | – |
|
|
3
Vanguard Group
Malvern,
Pennsylvania
| $956K | +$61.1K | +4,685 | +7% |
|
|
MA
4
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $336K | – | – | – |
|
|
5
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $137K | +$137K | +10,510 | New |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $57K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $16K | +$196 | +15 | +1% |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
|
9
Bank of America
Charlotte,
North Carolina
| – | -$965 | -74 | -97% |
|
|
10
Wells Fargo
San Francisco,
California
| – | -$13 | -1 | Closed |
|
DGICB Hedge Fund Activity: Q2 2019 in Review
9 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q2 2019, worth a combined $6.38M — up 19% from $5.35M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of DGICB and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $137K. The largest seller was Bank of America, cutting an estimated $965.
- 9 institutional investors held Donegal Group Class B (DGICB) as of Q2 2019, down from 11 in Q1 2019.
- Funds reported $6.38M of Donegal Group Class B stock for Q2 2019, up 19% quarter-over-quarter.
- 1 fund opened new Donegal Group Class B positions in Q2 2019 and 3 closed out, a net change of -2 holders.
- The largest Donegal Group Class B buyer in Q2 2019 was Janney Montgomery Scott, an estimated $137K added.
- The largest Donegal Group Class B seller in Q2 2019 was Bank of America, an estimated $965 sold.
Based on aggregated 13F filings for Q2 2019.