Donegal Group Class B
DGICB
11 hedge funds and large institutions have $5.56M invested in Donegal Group Class B in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
22% more funds holding
Funds holding: 9 → 11 (+2)
0.1% less ownership
Funds ownership: 8.36% → 8.26% (-0.1%)
5% less capital invested
Capital invested by funds: $5.83M → $5.56M (-$267K)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$13.7K |
| 2 |
Morgan Stanley
New York
|
+$5.44K |
| 3 |
RMAM
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
+$2.24K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$38 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$68.1K |
| 2 |
MA
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
-$21.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.06K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$13 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $2.6M | -$68.1K | -5,376 | -2% |
|
|
LCM
2
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.63M | – | – | – |
|
3
Vanguard Group
Malvern,
Pennsylvania
| $819K | – | – | – |
|
|
MA
4
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $285K | -$21.5K | -1,697 | -7% |
|
|
5
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $148K | +$13.7K | +1,080 | +10% |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $50K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $14K | -$1.06K | -84 | -7% |
|
|
8
Morgan Stanley
New York
| $5K | +$5.44K | +429 | New |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
|
RMAM
10
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $2K | +$2.24K | +177 | New |
|
|
11
Wells Fargo
San Francisco,
California
| – | -$13 | -1 | Closed |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| – | +$38 | +3 | New |
|
DGICB Hedge Fund Activity: Q4 2019 in Review
11 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q4 2019, worth a combined $5.56M — down 4.6% from $5.83M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DGICB positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Janney Montgomery Scott, adding an estimated $13.7K. The largest seller was Dimensional Fund Advisors, cutting an estimated $68.1K.
- 11 institutional investors held Donegal Group Class B (DGICB) as of Q4 2019, up from 9 in Q3 2019.
- Funds reported $5.56M of Donegal Group Class B stock for Q4 2019, down 4.6% quarter-over-quarter.
- 3 funds opened new Donegal Group Class B positions in Q4 2019 and 1 closed out, a net change of +2 holders.
- The largest Donegal Group Class B buyer in Q4 2019 was Janney Montgomery Scott, an estimated $13.7K added.
- The largest Donegal Group Class B seller in Q4 2019 was Dimensional Fund Advisors, an estimated $68.1K sold.
Based on aggregated 13F filings for Q4 2019.