Donegal Group Class A
DGICA
86 hedge funds and large institutions have $140M invested in Donegal Group Class A in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0% more funds holding
Funds holding: 86 → 86 (0)
2% less capital invested
Capital invested by funds: $143M → $140M (-$2.89M)
1.17% less ownership
Funds ownership: 38.85% → 37.69% (-1.2%)
26% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 35
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $32K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.05M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$524K |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$223K |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$189K |
| 5 |
SG Americas Securities
New York
|
+$167K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$851K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$825K |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$559K |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$480K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$408K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Canada Life
Winnipeg,
Manitoba, Canada
| $21K | – | – | – |
|
|
CMF
77
Counterpoint Mutual Funds
San Diego,
California
| $21K | +$21.7K | +1,444 | New |
|
78
Simplex Trading
Chicago,
Illinois
| $18K | – | – | – |
|
|
GWM
79
Geneos Wealth Management
Englewood,
Colorado
| $15K | – | – | – |
|
|
AIP
80
Ameritas Investment Partners
Lincoln,
Nebraska
| $13K | – | – | – |
|
81
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $11K | +$226 | +15 | +2% |
|
82
Osaic Holdings
Scottsdale,
Arizona
| $10K | -$37.6K | -2,498 | -78% |
|
|
CFA
83
Carroll Financial Associates
Charlotte,
North Carolina
| $5K | – | – | – |
|
|
S
84
SignatureFD
Atlanta,
Georgia
| $3K | – | – | – |
|
85
US Bancorp
Minneapolis,
Minnesota
| $2K | – | – | – |
|
|
GWS
86
Glassman Wealth Services
Vienna,
Virginia
| $1K | – | – | – |
|
87
Squarepoint
New York
| – | -$174K | -11,968 | Closed |
|
88
UBS Group
Zurich,
Switzerland
| – | -$169K | -11,617 | Closed |
|
|
HW
89
Hancock Whitney
Gulfport,
Mississippi
| – | -$159K | -10,930 | Closed |
|
|
PAM
90
Panagora Asset Management
Boston,
Massachusetts
| – | -$73K | -5,013 | Closed |
|
DGICA Hedge Fund Activity: Q3 2021 in Review
86 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class A (DGICA) for Q3 2021, worth a combined $140M — down 2% from $143M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DGICA positions and 4 closed out — a net gain of 1 holder — while 26 added to existing stakes and 35 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $1.05M. The largest seller was Charles Schwab, cutting an estimated $851K.
- 86 institutional investors held Donegal Group Class A (DGICA) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $140M of Donegal Group Class A stock for Q3 2021, down 2% quarter-over-quarter.
- 5 funds opened new Donegal Group Class A positions in Q3 2021 and 4 closed out, a net change of +1 holder.
- The largest Donegal Group Class A buyer in Q3 2021 was Goldman Sachs, an estimated $1.05M added.
- The largest Donegal Group Class A seller in Q3 2021 was Charles Schwab, an estimated $851K sold.
Based on aggregated 13F filings for Q3 2021.