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Donegal Group Class A
DGICA

85 hedge funds and large institutions have $131M invested in Donegal Group Class A in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 29

0.45% less ownership

Funds ownership: 33.87% → 33.42% (-0.45%)

2% less capital invested

Capital invested by funds: $134M → $131M (-$2.29M)

2% less funds holding

Funds holding: 87 → 85 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
29
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WS
Wedbush Securities
California
+$471K
2
BlackRock
BlackRock
New York
+$341K
3
Mariner
Mariner
Kansas
+$300K
4
Two Sigma Investments
Two Sigma Investments
New York
+$270K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$218K

Top Sellers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$451K
2
PTC
Philadelphia Trust Company
Pennsylvania
-$270K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$229K
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$174K
5
BFG
Bleakley Financial Group
New Jersey
-$160K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$9K +$2.02K +138 +26%
MRCM
77
M&R Capital Management
New Jersey
$7.13K – – –
HNB
78
Huntington National Bank
Ohio
$5.75K – – –
S
79
SignatureFD
Georgia
$3.95K – – –
LC
80
Lindbrook Capital
California
$3.72K -$645 -44 -14%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$2.1K +$44 +3 +2%
UB
82
UMB Bank
Missouri
$1.51K – – –
MPWT
83
MassMutual Private Wealth & Trust
Connecticut
$1.2K +$293 +20 +31%
AF
84
Allworth Financial
California
$542 – – –
GRP
85
Global Retirement Partners
California
$170 +$176 +12 New
BFG
86
Bleakley Financial Group
New Jersey
– -$160K -11,097 Closed
SS
87
Simplicity Solutions
Minnesota
– -$160K -11,076 Closed
NA
88
NewEdge Advisors
Louisiana
– -$2.21K -153 Closed
FFA
89
Farther Finance Advisors
California
– -$1.96K -136 Closed
VCM
90
Versant Capital Management
Arizona
– -$231 -16 Closed
1 2 3
4

DGICA Hedge Fund Activity: Q3 2023 in Review

85 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class A (DGICA) for Q3 2023, worth a combined $131M — down 1.7% from $134M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DGICA and 4 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 29 added.

The largest buyer was Wedbush Securities, adding an estimated $471K. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $451K.

  • 85 institutional investors held Donegal Group Class A (DGICA) as of Q3 2023, down from 87 in Q2 2023.
  • Funds reported $131M of Donegal Group Class A stock for Q3 2023, down 1.7% quarter-over-quarter.
  • 4 funds opened new Donegal Group Class A positions in Q3 2023 and 5 closed out, a net change of -1 holder.
  • The largest Donegal Group Class A buyer in Q3 2023 was Wedbush Securities, an estimated $471K added.
  • The largest Donegal Group Class A seller in Q3 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $451K sold.

Based on aggregated 13F filings for Q3 2023.