Donegal Group Class B
DGICB
11 hedge funds and large institutions have $6.52M invested in Donegal Group Class B in 2021 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and closing their positions.
3% more capital invested
Capital invested by funds: $6.31M → $6.52M (+$207K)
0.02% more ownership
Funds ownership: 8.48% → 8.5% (+0.02%)
0% more funds holding
Funds holding: 11 → 11 (0)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$25K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$15 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$6.5K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.88K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$15 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $3M | – | – | – |
|
|
LCM
2
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.88M | – | – | – |
|
|
3
Vanguard Group
Malvern,
Pennsylvania
| $864K | -$5.88K | -400 | -0.6% |
|
|
4
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $451K | +$25K | +1,699 | +5% |
|
|
MA
5
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $237K | – | – | – |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $57K | – | – | – |
|
7
Morgan Stanley
New York
| $15K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $9K | -$6.5K | -442 | -40% |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
|
10
Wells Fargo
San Francisco,
California
| – | -$15 | -1 | -14% |
|
|
11
Bank of America
Charlotte,
North Carolina
| – | +$15 | +1 | +14% |
|
DGICB Hedge Fund Activity: Q2 2021 in Review
11 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q2 2021, worth a combined $6.52M — up 3.3% from $6.31M a quarter earlier.
Fund positioning in DGICB was balanced in Q2 2021: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 3 trimmed.
The largest buyer was Janney Montgomery Scott, adding an estimated $25K. The largest seller was UBS Group, cutting an estimated $6.5K.
- 11 institutional investors held Donegal Group Class B (DGICB) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $6.52M of Donegal Group Class B stock for Q2 2021, up 3.3% quarter-over-quarter.
- 0 funds opened new Donegal Group Class B positions in Q2 2021 and 0 closed out.
- The largest Donegal Group Class B buyer in Q2 2021 was Janney Montgomery Scott, an estimated $25K added.
- The largest Donegal Group Class B seller in Q2 2021 was UBS Group, an estimated $6.5K sold.
Based on aggregated 13F filings for Q2 2021.