Donegal Group Class B
DGICB
11 hedge funds and large institutions have $6.35M invested in Donegal Group Class B in 2021 Q3 according to their latest regulatory filings, with funds opening new positions, 0 increasing their positions, 3 reducing their positions, and closing their positions.
0% more funds holding
Funds holding: 11 → 11 (0)
0% less ownership
Funds ownership: 8.5% → 8.49% (-0%)
3% less capital invested
Capital invested by funds: $6.52M → $6.35M (-$164K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$15 |
| 3 |
Wells Fargo
San Francisco,
California
|
-$15 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $2.92M | – | – | – |
|
|
LCM
2
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.83M | – | – | – |
|
3
Vanguard Group
Malvern,
Pennsylvania
| $850K | – | – | – |
|
4
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $444K | – | – | – |
|
|
MA
5
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $233K | – | – | – |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $54K | – | – | – |
|
7
Morgan Stanley
New York
| $15K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $6K | -$3K | -204 | -30% |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
|
10
Bank of America
Charlotte,
North Carolina
| – | -$15 | -1 | -13% |
|
|
11
Wells Fargo
San Francisco,
California
| – | -$15 | -1 | -17% |
|
DGICB Hedge Fund Activity: Q3 2021 in Review
11 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q3 2021, worth a combined $6.35M — down 2.5% from $6.52M a quarter earlier.
Fund positioning in DGICB was balanced in Q3 2021: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 3 trimmed.
The largest seller was UBS Group, cutting an estimated $3K.
- 11 institutional investors held Donegal Group Class B (DGICB) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $6.35M of Donegal Group Class B stock for Q3 2021, down 2.5% quarter-over-quarter.
- 0 funds opened new Donegal Group Class B positions in Q3 2021 and 0 closed out.
- The largest Donegal Group Class B seller in Q3 2021 was UBS Group, an estimated $3K sold.
Based on aggregated 13F filings for Q3 2021.