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Donegal Group Class A

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: 11 (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: 8785 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$25.3M -$78.1K -5,334 -0.3%
BlackRock
2
BlackRock
New York
$20.9M +$341K +23,282 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.2M +$60K +4,099 +0.4%
ORIO
4
Old Republic International (ORI)
Illinois
$6.07M
Renaissance Technologies
5
Renaissance Technologies
New York
$5.07M -$39.5K -2,700 -0.8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.78M +$218K +14,867 +5%
PTC
7
Philadelphia Trust Company
Pennsylvania
$4.68M -$270K -18,400 -5%
State Street
8
State Street
Massachusetts
$4.37M +$10.7K +731 +0.2%
FP
9
Foundry Partners
Minnesota
$3.58M -$5.27K -360 -0.1%
Wells Fargo
10
Wells Fargo
California
$3.36M +$11.3K +774 +0.3%
LCM
11
Logan Capital Management
Pennsylvania
$3.19M
CSC
12
Caldwell Sutter Capital
California
$3.13M +$139K +9,500 +5%
BCM
13
Bridgeway Capital Management
Texas
$3.09M +$111K +7,584 +4%
KCM
14
Kennedy Capital Management
Missouri
$3.02M
Northern Trust
15
Northern Trust
Illinois
$2.71M +$66.5K +4,539 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.26M -$80.8K -5,517 -3%
KTA
17
Keeley-Teton Advisors
Illinois
$2.06M -$73.9K -5,042 -3%
Morgan Stanley
18
Morgan Stanley
New York
$1.44M +$51.4K +3,509 +4%
EF
19
Empowered Funds
Pennsylvania
$1.33M +$111K +7,584 +9%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.16M -$229K -15,600 -16%
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$1.16M +$168K +11,473 +16%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$930K -$174K -11,886 -15%
DRZID
23
DePrince Race & Zollo Inc (DRZ)
Florida
$884K -$451K -30,790 -33%
CC
24
Cannell Capital
Wyoming
$848K
Russell Investments Group
25
Russell Investments Group
United Kingdom
$799K +$25.4K +1,737 +3%

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.