Donegal Group Class B
DGICB
10 hedge funds and large institutions have $5.55M invested in Donegal Group Class B in 2020 Q4 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
3% more capital invested
Capital invested by funds: $5.37M → $5.55M (+$179K)
0.01% more ownership
Funds ownership: 8.41% → 8.41% (+0.01%)
9% less funds holding
Funds holding: 11 → 10 (-1)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.12K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.47K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$4.97K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$273 |
| 3 |
Wells Fargo
San Francisco,
California
|
-$12 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $2.55M | – | – | – |
|
|
LCM
2
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.6M | – | – | – |
|
|
3
Vanguard Group
Malvern,
Pennsylvania
| $797K | +$2.47K | +199 | +0.3% |
|
|
4
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $302K | -$4.97K | -400 | -2% |
|
|
MA
5
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $228K | – | – | – |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $47K | – | – | – |
|
|
7
Morgan Stanley
New York
| $14K | +$9.12K | +734 | +171% |
|
|
8
UBS Group
Zurich,
Switzerland
| $12K | -$273 | -22 | -2% |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
|
10
Wells Fargo
San Francisco,
California
| – | -$12 | -1 | -17% |
|
DGICB Hedge Fund Activity: Q4 2020 in Review
10 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q4 2020, worth a combined $5.55M — up 3.3% from $5.37M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of DGICB and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.
The largest buyer was Morgan Stanley, adding an estimated $9.12K. The largest seller was Janney Montgomery Scott, cutting an estimated $4.97K.
- 10 institutional investors held Donegal Group Class B (DGICB) as of Q4 2020, down from 11 in Q3 2020.
- Funds reported $5.55M of Donegal Group Class B stock for Q4 2020, up 3.3% quarter-over-quarter.
- 0 funds opened new Donegal Group Class B positions in Q4 2020 and 1 closed out, a net change of -1 holder.
- The largest Donegal Group Class B buyer in Q4 2020 was Morgan Stanley, an estimated $9.12K added.
- The largest Donegal Group Class B seller in Q4 2020 was Janney Montgomery Scott, an estimated $4.97K sold.
Based on aggregated 13F filings for Q4 2020.