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Donegal Group Class A

83 hedge funds and large institutions have $135M invested in Donegal Group Class A in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.74% less ownership

Funds ownership: 37.69%36.95% (-0.74%)

3% less capital invested

Capital invested by funds: $140M → $135M (-$4.82M)

3% less funds holding

Funds holding: 8683 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

41% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 39

Holders
83
Holders Change
-3
Holders Change %
-3.49%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
39
Closed
10
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$213K
SEI Investments
52
SEI Investments
Pennsylvania
$193K +$194K +13,533 New
EGM
53
Engineers Gate Manager
New York
$172K -$8.66K -604 -5%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$164K
KTA
55
Keeley-Teton Advisors
Illinois
$161K +$602 +42 +0.4%
CS
56
Credit Suisse
Switzerland
$161K +$6.53K +455 +4%
SGI
57
Summit Global Investments
Utah
$160K +$2.87K +200 +2%
Millennium Management
58
Millennium Management
New York
$159K -$72.3K -5,037 -31%
Stifel Financial
59
Stifel Financial
Missouri
$146K -$2.25K -157 -2%
Deutsche Bank
60
Deutsche Bank
Germany
$128K +$5.57K +388 +5%
AIG
61
American International Group
New York
$112K -$3.38K -236 -3%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$91.5K +$31.3K +2,184 +52%
UBS Group
63
UBS Group
Switzerland
$90K +$90.4K +6,299 New
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$86K -$38.9K -2,714 -31%
Zurich Cantonal Bank
65
Zurich Cantonal Bank
Switzerland
$79K
Osaic Holdings
66
Osaic Holdings
Arizona
$75K +$64.7K +4,512 +636%
PC
67
PhiloSmith Capital
Connecticut
$74.2K
Legal & General Group
68
Legal & General Group
United Kingdom
$66K
Citigroup
69
Citigroup
New York
$58K +$29.9K +2,081 +107%
FPS
70
Fieldpoint Private Securities
Connecticut
$53K -$22.3K -1,554 -29%
Canada Life
71
Canada Life
Manitoba, Canada
$17K -$3.82K -266 -18%
AIP
72
Ameritas Investment Partners
Nebraska
$13K
TRCT
73
Tower Research Capital (TRC)
New York
$10K -$68K -4,744 -87%
GWM
74
Geneos Wealth Management
Colorado
$10K -$5.19K -362 -34%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$10K -$186 -13 -2%

DGICA Hedge Fund Activity: Q4 2021 in Review

83 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class A (DGICA) for Q4 2021, worth a combined $135M — down 3.4% from $140M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DGICA and 8 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 23 added.

The largest buyer was Ategra Capital Management, opening a new position worth an estimated $1.32M. The largest seller was Wells Fargo, cutting an estimated $567K.

  • 83 institutional investors held Donegal Group Class A (DGICA) as of Q4 2021, down from 86 in Q3 2021.
  • Funds reported $135M of Donegal Group Class A stock for Q4 2021, down 3.4% quarter-over-quarter.
  • 8 funds opened new Donegal Group Class A positions in Q4 2021 and 10 closed out, a net change of -2 holders.
  • The largest Donegal Group Class A buyer in Q4 2021 was Ategra Capital Management, an estimated $1.32M added.
  • The largest Donegal Group Class A seller in Q4 2021 was Wells Fargo, an estimated $567K sold.

Based on aggregated 13F filings for Q4 2021.