Donegal Group Class B
DGICB
13 hedge funds and large institutions have $5.39M invested in Donegal Group Class B in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.05% less ownership
Funds ownership: 7.2% → 7.15% (-0.05%)
5% less capital invested
Capital invested by funds: $5.65M → $5.39M (-$259K)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
+$28K |
| 2 |
Morgan Stanley
New York
|
+$10.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$27 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WS
Wedbush Securities
Los Angeles,
California
|
-$47.5K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$9.54K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$9.25K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$6.79K |
| 5 |
SOW
State of Wyoming
Cheyenne,
Wyoming
|
-$1.16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $2.2M | – | – | – |
|
|
LCM
2
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.79M | – | – | – |
|
|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $482K | -$6.79K | -500 | -1% |
|
|
4
Vanguard Group
Malvern,
Pennsylvania
| $297K | -$9.54K | -702 | -3% |
|
|
WS
5
Wedbush Securities
Los Angeles,
California
| $260K | -$47.5K | -3,500 | -16% |
|
|
MA
6
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $235K | – | – | – |
|
|
CSC
7
Caldwell Sutter Capital
Sausalito,
California
| $69.5K | +$28K | +2,065 | +76% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $30K | – | – | – |
|
|
9
Morgan Stanley
New York
| $23.1K | +$10.8K | +796 | +100% |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $6.03K | -$9.25K | -681 | -62% |
|
11
Wells Fargo
San Francisco,
California
| $113 | – | – | – |
|
|
12
UBS Group
Zurich,
Switzerland
| $29 | +$27 | +2 | New |
|
13
JP Morgan Chase
New York
| $13 | – | – | – |
|
|
SOW
14
State of Wyoming
Cheyenne,
Wyoming
| – | -$1.16K | -82 | Closed |
|
DGICB Hedge Fund Activity: Q4 2023 in Review
13 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q4 2023, worth a combined $5.39M — down 4.6% from $5.65M a quarter earlier.
Fund positioning in DGICB was balanced in Q4 2023: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 4 trimmed.
The largest buyer was Caldwell Sutter Capital, adding an estimated $28K. The largest seller was Wedbush Securities, cutting an estimated $47.5K.
- 13 institutional investors held Donegal Group Class B (DGICB) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $5.39M of Donegal Group Class B stock for Q4 2023, down 4.6% quarter-over-quarter.
- 1 fund opened new Donegal Group Class B positions in Q4 2023 and 1 closed out, a net change of 0 holders.
- The largest Donegal Group Class B buyer in Q4 2023 was Caldwell Sutter Capital, an estimated $28K added.
- The largest Donegal Group Class B seller in Q4 2023 was Wedbush Securities, an estimated $47.5K sold.
Based on aggregated 13F filings for Q4 2023.