Donegal Group Class B
DGICB
13 hedge funds and large institutions have $5.01M invested in Donegal Group Class B in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 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% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
0.12% less ownership
Funds ownership: 7.15% → 7.04% (-0.12%)
7% less capital invested
Capital invested by funds: $5.39M → $5.01M (-$375K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.97K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.68K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$802 |
| 4 |
JP Morgan Chase
New York
|
+$14 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$83.9K |
| 2 |
Morgan Stanley
New York
|
-$11.4K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$4.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$29 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $2.12M | – | – | – |
|
|
LCM
2
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.72M | – | – | – |
|
|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $349K | -$83.9K | -5,853 | -18% |
|
4
Vanguard Group
Malvern,
Pennsylvania
| $261K | – | – | – |
|
|
MA
5
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $228K | – | – | – |
|
|
WS
6
Wedbush Securities
Los Angeles,
California
| $225K | -$4.3K | -300 | -2% |
|
|
CSC
7
Caldwell Sutter Capital
Sausalito,
California
| $61K | – | – | – |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $28K | +$802 | +56 | +3% |
|
|
9
Morgan Stanley
New York
| $10.1K | -$11.4K | -796 | -50% |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $8.82K | +$3.97K | +277 | +67% |
|
|
11
Bank of America
Charlotte,
North Carolina
| $1.49K | +$1.68K | +117 | New |
|
12
Wells Fargo
San Francisco,
California
| $104 | – | – | – |
|
|
13
JP Morgan Chase
New York
| $26 | +$14 | +1 | +100% |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$29 | -2 | Closed |
|
DGICB Hedge Fund Activity: Q1 2024 in Review
13 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q1 2024, worth a combined $5.01M — down 7% from $5.39M a quarter earlier.
Fund positioning in DGICB was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Tower Research Capital (TRC), adding an estimated $3.97K. The largest seller was Janney Montgomery Scott, cutting an estimated $83.9K.
- 13 institutional investors held Donegal Group Class B (DGICB) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $5.01M of Donegal Group Class B stock for Q1 2024, down 7% quarter-over-quarter.
- 1 fund opened new Donegal Group Class B positions in Q1 2024 and 1 closed out, a net change of 0 holders.
- The largest Donegal Group Class B buyer in Q1 2024 was Tower Research Capital (TRC), an estimated $3.97K added.
- The largest Donegal Group Class B seller in Q1 2024 was Janney Montgomery Scott, an estimated $83.9K sold.
Based on aggregated 13F filings for Q1 2024.