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Donegal Group Class A

88 hedge funds and large institutions have $132M invested in Donegal Group Class A in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $8K | Put options by funds: $3K

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

4% more funds holding

Funds holding: 8588 (+3)

1% more capital invested

Capital invested by funds: $131M → $132M (+$1.13M)

0.8% more ownership

Funds ownership: 33.42%34.23% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
27
Reduced
28
Closed
7
Calls
$8K
Puts
$3K
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$9.71K +$7.8K +547 +372%
MRCM
77
M&R Capital Management
New Jersey
$7.06K +$71 +5 +1%
FFO
78
Fortitude Family Office
Arizona
$6.09K +$6.21K +435 New
HNB
79
Huntington National Bank
Ohio
$5.05K -$599 -42 -10%
S
80
SignatureFD
Georgia
$3.88K
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$3.48K +$3.55K +249 New
LC
82
Lindbrook Capital
California
$3.11K -$556 -39 -15%
MPWT
83
MassMutual Private Wealth & Trust
Connecticut
$1.18K
AF
84
Allworth Financial
California
$532
GRP
85
Global Retirement Partners
California
$167
GI
86
GAMMA Investing
California
$15 +$14 +1 New
DRZID
87
DePrince Race & Zollo Inc (DRZ)
Florida
-$884K -62,027 Closed
GCP
88
GSA Capital Partners
United Kingdom
-$169K -11,882 Closed
PAM
89
Panagora Asset Management
Massachusetts
-$158K -11,082 Closed
Ameriprise
90
Ameriprise
Minnesota
-$147K -10,318 Closed
DWA
91
Dorsey Wright & Associates
California
-$17.9K -1,258 Closed
Legacy Financial Group (Iowa)
92
Legacy Financial Group (Iowa)
Iowa
-$17.4K -1,219 Closed
UB
93
UMB Bank
Missouri
-$1.51K -106 Closed
AW
94
Avion Wealth
Texas
+$499 +35 New
SAM
95
Smartleaf Asset Management
Massachusetts
+$2.31K +162 New

DGICA Hedge Fund Activity: Q4 2023 in Review

88 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class A (DGICA) for Q4 2023, worth a combined $132M — up 0.86% from $131M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DGICA positions and 7 closed out — a net gain of 3 holders — while 27 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.37M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $884K sold.

  • 88 institutional investors held Donegal Group Class A (DGICA) as of Q4 2023, up from 85 in Q3 2023.
  • Funds reported $132M of Donegal Group Class A stock for Q4 2023, up 0.86% quarter-over-quarter.
  • 10 funds opened new Donegal Group Class A positions in Q4 2023 and 7 closed out, a net change of +3 holders.
  • The largest Donegal Group Class A buyer in Q4 2023 was Morgan Stanley, an estimated $2.37M added.
  • The largest Donegal Group Class A seller in Q4 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $884K sold.

Based on aggregated 13F filings for Q4 2023.