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Donegal Group Class A

92 hedge funds and large institutions have $143M invested in Donegal Group Class A in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

18% more funds holding

Funds holding: 7892 (+14)

7% more capital invested

Capital invested by funds: $134M → $143M (+$8.9M)

0.43% less ownership

Funds ownership: 39.31%38.89% (-0.43%)

93% less call options, than puts

Call options by funds: $2K | Put options by funds: $29K

Holders
92
Holders Change
+14
Holders Change %
+17.95%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
32
Reduced
25
Closed
7
Calls
$2K
Puts
$29K
Net Calls
-$27K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$25.4M -$853K -59,561 -3%
BlackRock
2
BlackRock
New York
$17.5M +$2.74M +191,465 +19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.3M +$2.98M +208,265 +34%
KCM
4
Kennedy Capital Management
Missouri
$11.3M -$3.51M -245,467 -24%
ORIO
5
Old Republic International (ORI)
Illinois
$9.87M
Renaissance Technologies
6
Renaissance Technologies
New York
$7.23M -$1.02M -71,000 -13%
PTC
7
Philadelphia Trust Company
Pennsylvania
$6.02M -$14.3K -1,000 -0.2%
Wells Fargo
8
Wells Fargo
California
$5.6M +$830K +57,952 +18%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$4.29M +$888K +62,057 +27%
LCM
10
Logan Capital Management
Pennsylvania
$3.32M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.22M -$87.6K -6,119 -3%
State Street
12
State Street
Massachusetts
$3.07M -$536K -37,439 -15%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$3M +$1.8M +125,695 +165%
BCM
14
Bridgeway Capital Management
Texas
$2.96M
Northern Trust
15
Northern Trust
Illinois
$2.85M -$716K -50,009 -21%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.75M +$50.1K +3,497 +2%
Federated Hermes
17
Federated Hermes
Pennsylvania
$1.51M -$48.5K -3,391 -3%
ZCM
18
Zebra Capital Management
Connecticut
$1.31M +$340K +23,743 +37%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.31M -$186K -13,000 -13%
Charles Schwab
20
Charles Schwab
California
$1.26M -$43.4K -3,030 -3%
RA
21
Royce & Associates
New York
$1.12M +$1.08M +75,175 New
Goldman Sachs
22
Goldman Sachs
New York
$1.11M +$789K +55,122 +278%
Millennium Management
23
Millennium Management
New York
$1.04M +$585K +40,872 +139%
Citadel Advisors
24
Citadel Advisors
Florida
$837K +$425K +29,689 +112%
N
25
Nuveen
North Carolina
$727K +$53.7K +3,749 +8%

DGICA Hedge Fund Activity: Q1 2021 in Review

92 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class A (DGICA) for Q1 2021, worth a combined $143M — up 6.7% from $134M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DGICA positions and 7 closed out — a net gain of 14 holders — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.98M. The largest seller was CWA Asset Management Group, exiting entirely with an estimated $5.15M sold.

  • 92 institutional investors held Donegal Group Class A (DGICA) as of Q1 2021, up from 78 in Q4 2020.
  • Funds reported $143M of Donegal Group Class A stock for Q1 2021, up 6.7% quarter-over-quarter.
  • 21 funds opened new Donegal Group Class A positions in Q1 2021 and 7 closed out, a net change of +14 holders.
  • The largest Donegal Group Class A buyer in Q1 2021 was Vanguard Group, an estimated $2.98M added.
  • The largest Donegal Group Class A seller in Q1 2021 was CWA Asset Management Group, an estimated $5.15M sold.

Based on aggregated 13F filings for Q1 2021.