Donegal Group Class B
DGICB
8 hedge funds and large institutions have $5.55M invested in Donegal Group Class B in 2022 Q3 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.19% less ownership
Funds ownership: 7.24% → 7.05% (-0.19%)
11% less funds holding
Funds holding: 9 → 8 (-1)
17% less capital invested
Capital invested by funds: $6.7M → $5.55M (-$1.16M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.93K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$46 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$163K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$2K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$15 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $2.73M | -$163K | -10,642 | -5% |
|
|
LCM
2
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.91M | – | – | – |
|
|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $583K | +$4.93K | +322 | +0.8% |
|
|
MA
4
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $251K | – | – | – |
|
|
5
Bank of America
Charlotte,
North Carolina
| $61K | -$15 | -1 | -0% |
|
6
Morgan Stanley
New York
| $16K | – | – | – |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| – | -$2K | -172 | Closed |
|
|
8
Wells Fargo
San Francisco,
California
| – | +$46 | +3 | +75% |
|
DGICB Hedge Fund Activity: Q3 2022 in Review
8 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q3 2022, worth a combined $5.55M — down 17% from $6.7M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of DGICB and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Janney Montgomery Scott, adding an estimated $4.93K. The largest seller was Dimensional Fund Advisors, cutting an estimated $163K.
- 8 institutional investors held Donegal Group Class B (DGICB) as of Q3 2022, down from 9 in Q2 2022.
- Funds reported $5.55M of Donegal Group Class B stock for Q3 2022, down 17% quarter-over-quarter.
- 0 funds opened new Donegal Group Class B positions in Q3 2022 and 1 closed out, a net change of -1 holder.
- The largest Donegal Group Class B buyer in Q3 2022 was Janney Montgomery Scott, an estimated $4.93K added.
- The largest Donegal Group Class B seller in Q3 2022 was Dimensional Fund Advisors, an estimated $163K sold.
Based on aggregated 13F filings for Q3 2022.