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Progressive

1,002 hedge funds and large institutions have $47.4B invested in Progressive in 2021 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 404 increasing their positions, 363 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 67

11% more repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 363

1.15% more ownership

Funds ownership: 82.22%83.38% (+1.2%)

1% more funds holding

Funds holding: 9921,002 (+10)

4% more capital invested

Capital invested by funds: $45.6B → $47.4B (+$1.82B)

17% less call options, than puts

Call options by funds: $152M | Put options by funds: $182M

20% less funds holding in top 10

Funds holding in top 10: 3528 (-7)

Holders
1,002
Holders Change
+10
Holders Change %
+1.01%
% of All Funds
17.44%
Holding in Top 10
28
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20%
% of All Funds
0.49%
New
85
Increased
404
Reduced
363
Closed
67
Calls
$152M
Puts
$182M
Net Calls
-$30.1M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
351
Berger Financial Group
Minnesota
$4.38M +$144K +1,458 +3%
EIP
352
Epoch Investment Partners
New York
$4.36M +$16.9K +171 +0.4%
BC
353
Brookfield Corp
Ontario, Canada
$4.3M +$3.72M +37,573 +602%
MSRPS
354
Maryland State Retirement & Pension System
Maryland
$4.28M -$108K -1,088 -2%
MYIA
355
Mount Yale Investment Advisors
Colorado
$4.27M -$90.7K -917 -2%
WF
356
Welch & Forbes
Massachusetts
$4.22M -$12.4K -125 -0.3%
CA
357
Cornerstone Advisors
North Carolina
$4.22M
SWM
358
Salvus Wealth Management
New Jersey
$4.19M -$27.2K -275 -0.6%
BBVA
359
Banco Bilbao Vizcaya Argentaria
Spain
$4.19M +$712K +7,199 +21%
TAF
360
Tredje AP-fonden
Sweden
$4.19M
IA
361
IFP Advisors
Florida
$4.17M +$689K +6,963 +20%
SMDAM
362
Sumitomo Mitsui DS Asset Management
Japan
$4.16M -$17.9K -181 -0.4%
SGI
363
Summit Global Investments
Utah
$4.13M -$341K -3,450 -8%
AWM
364
AE Wealth Management
Kansas
$4.11M +$1.64M +16,617 +66%
SW
365
SVB Wealth
Massachusetts
$4.09M -$111K -1,119 -3%
MLM
366
Mount Lucas Management
Pennsylvania
$4.08M +$562K +5,677 +16%
DCM
367
Dupont Capital Management
Delaware
$4.05M +$206K +2,078 +5%
EMPI
368
Elo Mutual Pension Insurance
Finland
$4.04M -$110K -1,111 -3%
Wealthfront Advisers
369
Wealthfront Advisers
California
$4M +$538K +5,441 +15%
HIS
370
Horizon Investment Services
Indiana
$3.97M -$120K -1,212 -3%
AWMT
371
AAFMAA Wealth Management & Trust
North Carolina
$3.93M +$3.96M +40,000 New
IA
372
IndexIQ Advisors
New York
$3.92M -$31K -313 -0.8%
SI
373
Stephens Inc
Arkansas
$3.85M -$381K -3,847 -9%
NMERB
374
New Mexico Educational Retirement Board
New Mexico
$3.84M +$198K +2,000 +5%
E
375
Ergoteles
New York
$3.79M +$3.82M +38,610 New

PGR Hedge Fund Activity: Q2 2021 in Review

1,002 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q2 2021, worth a combined $47.4B — up 4% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PGR positions and 67 closed out — a net gain of 18 holders — while 404 added to existing stakes and 363 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $406M. The largest seller was Invesco, cutting an estimated $236M.

  • 1,002 institutional investors held Progressive (PGR) as of Q2 2021, up from 992 in Q1 2021.
  • Funds reported $47.4B of Progressive stock for Q2 2021, up 4% quarter-over-quarter.
  • 85 funds opened new Progressive positions in Q2 2021 and 67 closed out, a net change of +18 holders.
  • The largest Progressive buyer in Q2 2021 was JP Morgan Chase, an estimated $406M added.
  • The largest Progressive seller in Q2 2021 was Invesco, an estimated $236M sold.

Based on aggregated 13F filings for Q2 2021.