Donegal Group Class B
DGICB
10 hedge funds and large institutions have $6.2M invested in Donegal Group Class B in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
11% more capital invested
Capital invested by funds: $5.56M → $6.2M (+$637K)
0.03% more ownership
Funds ownership: 8.26% → 8.29% (+0.03%)
9% less funds holding
Funds holding: 11 → 10 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$28K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$85 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
-$4.33K |
| 2 |
RMAM
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
-$2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$218 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $2.9M | – | – | – |
|
|
LCM
2
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.81M | – | – | – |
|
3
Vanguard Group
Malvern,
Pennsylvania
| $910K | – | – | – |
|
|
MA
4
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $312K | -$4.33K | -358 | -2% |
|
|
5
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $195K | +$28K | +2,316 | +19% |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $53K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $15K | -$218 | -18 | -2% |
|
8
Morgan Stanley
New York
| $6K | – | – | – |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $1K | – | – | – |
|
|
RMAM
10
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| – | -$2K | -177 | Closed |
|
|
11
Wells Fargo
San Francisco,
California
| – | +$85 | +7 | New |
|
DGICB Hedge Fund Activity: Q1 2020 in Review
10 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q1 2020, worth a combined $6.2M — up 11% from $5.56M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of DGICB and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Janney Montgomery Scott, adding an estimated $28K. The largest seller was Minerva Advisors, cutting an estimated $4.33K.
- 10 institutional investors held Donegal Group Class B (DGICB) as of Q1 2020, down from 11 in Q4 2019.
- Funds reported $6.2M of Donegal Group Class B stock for Q1 2020, up 11% quarter-over-quarter.
- 1 fund opened new Donegal Group Class B positions in Q1 2020 and 2 closed out, a net change of -1 holder.
- The largest Donegal Group Class B buyer in Q1 2020 was Janney Montgomery Scott, an estimated $28K added.
- The largest Donegal Group Class B seller in Q1 2020 was Minerva Advisors, an estimated $4.33K sold.
Based on aggregated 13F filings for Q1 2020.