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Donegal Group Class A

87 hedge funds and large institutions have $134M invested in Donegal Group Class A in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.52% less ownership

Funds ownership: 34.39%33.87% (-0.52%)

2% less funds holding

Funds holding: 8987 (-2)

5% less capital invested

Capital invested by funds: $141M → $134M (-$7.62M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

36% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 33

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
21
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$25.6M -$202K -13,635 -0.8%
BlackRock
2
BlackRock
New York
$20.9M -$608K -41,129 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.3M -$270K -18,244 -2%
ORIO
4
Old Republic International (ORI)
Illinois
$6.14M
Renaissance Technologies
5
Renaissance Technologies
New York
$5.17M -$45.8K -3,100 -0.9%
PTC
6
Philadelphia Trust Company
Pennsylvania
$5.01M -$31.8K -2,150 -0.6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.62M +$213K +14,412 +5%
State Street
8
State Street
Massachusetts
$4.41M +$272K +18,363 +6%
FP
9
Foundry Partners
Minnesota
$3.63M -$68.7K -4,645 -2%
Wells Fargo
10
Wells Fargo
California
$3.39M -$2.22K -150 -0.1%
LCM
11
Logan Capital Management
Pennsylvania
$3.23M
KCM
12
Kennedy Capital Management
Missouri
$3.06M
CSC
13
Caldwell Sutter Capital
California
$3.03M -$68.2K -4,614 -2%
BCM
14
Bridgeway Capital Management
Texas
$3.02M +$44K +2,976 +1%
Northern Trust
15
Northern Trust
Illinois
$2.68M -$11.8K -801 -0.4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.37M -$65.4K -4,422 -3%
KTA
17
Keeley-Teton Advisors
Illinois
$2.15M +$902 +61 +0%
Morgan Stanley
18
Morgan Stanley
New York
$1.4M +$375K +25,361 +35%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.4M -$395K -26,700 -22%
DRZID
20
DePrince Race & Zollo Inc (DRZ)
Florida
$1.34M
EST
21
EA Series Trust
Pennsylvania
$1.24M +$1.27M +86,016 New
EF
22
Empowered Funds
Pennsylvania
$1.24M +$1.27M +86,016 New
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$1.11M -$68.1K -4,606 -6%
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$1.01M
CC
25
Cannell Capital
Wyoming
$858K +$22.2K +1,500 +3%

DGICA Hedge Fund Activity: Q2 2023 in Review

87 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class A (DGICA) for Q2 2023, worth a combined $134M — down 5.4% from $141M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DGICA and 7 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 21 added.

The largest buyer was Empowered Funds, opening a new position worth an estimated $1.27M. The largest seller was BlackRock, cutting an estimated $608K.

  • 87 institutional investors held Donegal Group Class A (DGICA) as of Q2 2023, down from 89 in Q1 2023.
  • Funds reported $134M of Donegal Group Class A stock for Q2 2023, down 5.4% quarter-over-quarter.
  • 7 funds opened new Donegal Group Class A positions in Q2 2023 and 9 closed out, a net change of -2 holders.
  • The largest Donegal Group Class A buyer in Q2 2023 was Empowered Funds, an estimated $1.27M added.
  • The largest Donegal Group Class A seller in Q2 2023 was BlackRock, an estimated $608K sold.

Based on aggregated 13F filings for Q2 2023.