Donegal Group Class B
DGICB
11 hedge funds and large institutions have $5.95M invested in Donegal Group Class B in 2021 Q4 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 6 reducing their positions, and closing their positions.
0% more funds holding
Funds holding: 11 → 11 (0)
0.19% less ownership
Funds ownership: 8.49% → 8.3% (-0.19%)
6% less capital invested
Capital invested by funds: $6.35M → $5.95M (-$399K)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$64.6K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.71K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$160K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$53.4K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$718 |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$149 |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$95 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $2.59M | -$160K | -11,785 | -5% |
|
|
LCM
2
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.71M | – | – | – |
|
|
3
Vanguard Group
Malvern,
Pennsylvania
| $875K | -$718 | -53 | -0.1% |
|
|
4
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $461K | +$2.71K | +200 | +0.6% |
|
|
MA
5
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $226K | – | – | – |
|
|
6
Bank of America
Charlotte,
North Carolina
| $64K | +$64.6K | +4,767 | +68,100% |
|
7
Morgan Stanley
New York
| $16K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $6K | -$95 | -7 | -1% |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $2K | -$149 | -11 | -6% |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$53.4K | -3,944 | -100% |
|
11
Wells Fargo
San Francisco,
California
| – | -$14 | -1 | -20% |
|
DGICB Hedge Fund Activity: Q4 2021 in Review
11 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q4 2021, worth a combined $5.95M — down 6.3% from $6.35M a quarter earlier.
Fund positioning in DGICB was balanced in Q4 2021: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, adding an estimated $64.6K. The largest seller was Dimensional Fund Advisors, cutting an estimated $160K.
- 11 institutional investors held Donegal Group Class B (DGICB) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $5.95M of Donegal Group Class B stock for Q4 2021, down 6.3% quarter-over-quarter.
- 0 funds opened new Donegal Group Class B positions in Q4 2021 and 0 closed out.
- The largest Donegal Group Class B buyer in Q4 2021 was Bank of America, an estimated $64.6K added.
- The largest Donegal Group Class B seller in Q4 2021 was Dimensional Fund Advisors, an estimated $160K sold.
Based on aggregated 13F filings for Q4 2021.