Donegal Group Class B
DGICB
11 hedge funds and large institutions have $6.31M invested in Donegal Group Class B in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
14% more capital invested
Capital invested by funds: $5.55M → $6.31M (+$759K)
10% more funds holding
Funds holding: 10 → 11 (+1)
0.07% more ownership
Funds ownership: 8.41% → 8.48% (+0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$87.5K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.57K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$91 |
| 4 |
Wells Fargo
San Francisco,
California
|
+$26 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$27.3K |
| 2 |
MA
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
-$14.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $2.93M | – | – | – |
|
|
LCM
2
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.74M | – | – | – |
|
|
3
Vanguard Group
Malvern,
Pennsylvania
| $882K | -$27.3K | -2,100 | -3% |
|
|
4
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $435K | +$87.5K | +6,741 | +26% |
|
|
MA
5
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $241K | -$14.7K | -1,133 | -6% |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $54K | – | – | – |
|
7
Morgan Stanley
New York
| $16K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $15K | +$1.57K | +121 | +12% |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
|
10
Wells Fargo
San Francisco,
California
| – | +$26 | +2 | +40% |
|
|
11
Bank of America
Charlotte,
North Carolina
| – | +$91 | +7 | New |
|
DGICB Hedge Fund Activity: Q1 2021 in Review
11 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q1 2021, worth a combined $6.31M — up 14% from $5.55M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new DGICB positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Janney Montgomery Scott, adding an estimated $87.5K. The largest seller was Vanguard Group, cutting an estimated $27.3K.
- 11 institutional investors held Donegal Group Class B (DGICB) as of Q1 2021, up from 10 in Q4 2020.
- Funds reported $6.31M of Donegal Group Class B stock for Q1 2021, up 14% quarter-over-quarter.
- 1 fund opened new Donegal Group Class B positions in Q1 2021 and 0 closed out, a net change of +1 holder.
- The largest Donegal Group Class B buyer in Q1 2021 was Janney Montgomery Scott, an estimated $87.5K added.
- The largest Donegal Group Class B seller in Q1 2021 was Vanguard Group, an estimated $27.3K sold.
Based on aggregated 13F filings for Q1 2021.