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Donegal Group Class A

89 hedge funds and large institutions have $141M invested in Donegal Group Class A in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $110M → $141M (+$31.6M)

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.91% less ownership

Funds ownership: 35.3%34.39% (-0.91%)

7% less funds holding

Funds holding: 9689 (-7)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
89
Holders Change
-7
Holders Change %
-7.29%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
33
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$196K +$17.9K +1,191 +10%
CS
52
Credit Suisse
Switzerland
$196K +$58.7K +3,903 +44%
Ameriprise
53
Ameriprise
Minnesota
$177K -$37.1K -2,463 -18%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$175K
Osaic Holdings
55
Osaic Holdings
Arizona
$171K -$5.27K -350 -3%
PAM
56
Panagora Asset Management
Massachusetts
$169K
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$167K +$90.3K +6,004 +122%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$154K -$49.2K -3,270 -24%
Stifel Financial
59
Stifel Financial
Missouri
$153K
Deutsche Bank
60
Deutsche Bank
Germany
$148K +$53.4K +3,547 +58%
UBS Group
61
UBS Group
Switzerland
$135K +$46.8K +3,111 +54%
MIM
62
MetLife Investment Management
New Jersey
$123K
AIG
63
American International Group
New York
$115K +$2.24K +149 +2%
Legal & General Group
64
Legal & General Group
United Kingdom
$95K +$4.48K +298 +5%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$89K -$62.2K -4,134 -41%
PC
66
PhiloSmith Capital
Connecticut
$79.3K
SIC
67
Salem Investment Counselors
North Carolina
$57.5K
Canada Life
68
Canada Life
Manitoba, Canada
$52K +$8.77K +583 +21%
Zurich Cantonal Bank
69
Zurich Cantonal Bank
Switzerland
$39.2K
AB
70
Amalgamated Bank
New York
$24K -$4.78K -318 -17%
Citigroup
71
Citigroup
New York
$22.9K +$14.9K +993 +197%
DWA
72
Dorsey Wright & Associates
California
$17.9K -$1.99K -132 -10%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$15.3K
AIP
74
Ameritas Investment Partners
Nebraska
$14K
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
$13.3K -$873 -58 -6%

DGICA Hedge Fund Activity: Q1 2023 in Review

89 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class A (DGICA) for Q1 2023, worth a combined $141M — up 29% from $110M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DGICA and 3 opened new positions — a net loss of 7 holders — while 32 trimmed existing stakes and 33 added.

The largest buyer was Vanguard Group, adding an estimated $979K. The largest seller was Allspring Global Investments, cutting an estimated $1.52M.

  • 89 institutional investors held Donegal Group Class A (DGICA) as of Q1 2023, down from 96 in Q4 2022.
  • Funds reported $141M of Donegal Group Class A stock for Q1 2023, up 29% quarter-over-quarter.
  • 3 funds opened new Donegal Group Class A positions in Q1 2023 and 10 closed out, a net change of -7 holders.
  • The largest Donegal Group Class A buyer in Q1 2023 was Vanguard Group, an estimated $979K added.
  • The largest Donegal Group Class A seller in Q1 2023 was Allspring Global Investments, an estimated $1.52M sold.

Based on aggregated 13F filings for Q1 2023.