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Progressive

383 hedge funds and large institutions have $12.2B invested in Progressive in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 130 increasing their positions, 141 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $6.56M | Put options by funds: $2.76M

11% more capital invested

Capital invested by funds: $11B → $12.2B (+$1.25B)

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

3.31% more ownership

Funds ownership: 71.79%75.1% (+3.3%)

1% more funds holding

Funds holding: 381383 (+2)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

8% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 141

Holders
383
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
12.42%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
32
Increased
130
Reduced
141
Closed
29
Calls
$6.56M
Puts
$2.76M
Net Calls
+$3.8M
Net Calls Change
-$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
226
Huntington National Bank
Ohio
$1.18M -$39K -1,505 -3%
B
227
Barings
North Carolina
$1.11M
KBC Group
228
KBC Group
Belgium
$1.11M
MAM
229
Martingale Asset Management
Massachusetts
$1.08M +$229K +8,815 +28%
BF
230
BOK Financial
Oklahoma
$1.06M +$802K +30,930 +388%
Robeco Institutional Asset Management
231
Robeco Institutional Asset Management
Netherlands
$1.05M
Zurich Cantonal Bank
232
Zurich Cantonal Bank
Switzerland
$1.05M
NG
233
NatWest Group
United Kingdom
$1.04M +$291K +11,220 +41%
ZIM
234
Zacks Investment Management
Illinois
$1.04M +$991K +38,223 New
Commonwealth Equity Services
235
Commonwealth Equity Services
Massachusetts
$1.03M +$41K +1,583 +4%
DP
236
Dearborn Partners
Illinois
$1.02M -$156K -6,000 -14%
DADC
237
D.A. Davidson & Co
Montana
$1.02M -$29K -1,119 -3%
SB
238
Suntrust Banks
Georgia
$1.01M -$16.9M -653,309 -95%
RJT
239
Raymond James Trust
Florida
$974K +$4.69K +181 +0.5%
WSA
240
Willow Street Advisors
Florida
$953K
PAI
241
Pittenger & Anderson Inc
Nebraska
$953K +$908K +35,000 New
BMO
242
Beck Mack & Oliver
New York
$949K
FCAM
243
F&C Asset Management
United Kingdom
$942K -$25.3K -976 -3%
Bessemer Group
244
Bessemer Group
New Jersey
$936K -$158K -6,080 -15%
WBC
245
Westpac Banking Corp
Australia
$932K -$51.3K -1,979 -5%
William Blair & Company
246
William Blair & Company
Illinois
$926K +$11.4K +440 +1%
LMGAM
247
Liberty Mutual Group Asset Management
Massachusetts
$909K +$180K +6,936 +26%
ROTUOC
248
Regents of the University of California
California
$907K -$2.06M -79,400 -70%
V
249
Veritable
Delaware
$883K +$2.52K +97 +0.3%
LI
250
LMCG Investments
Massachusetts
$872K

PGR Hedge Fund Activity: Q3 2013 in Review

383 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q3 2013, worth a combined $12.2B — up 11% from $11B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PGR positions and 29 closed out — a net gain of 3 holders — while 130 added to existing stakes and 141 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $417M. The largest seller was Davis Selected Advisers, cutting an estimated $63.5M.

  • 383 institutional investors held Progressive (PGR) as of Q3 2013, up from 381 in Q2 2013.
  • Funds reported $12.2B of Progressive stock for Q3 2013, up 11% quarter-over-quarter.
  • 32 funds opened new Progressive positions in Q3 2013 and 29 closed out, a net change of +3 holders.
  • The largest Progressive buyer in Q3 2013 was Capital Research Global Investors, an estimated $417M added.
  • The largest Progressive seller in Q3 2013 was Davis Selected Advisers, an estimated $63.5M sold.

Based on aggregated 13F filings for Q3 2013.