We are live on ! Find out more
PGR icon

Progressive

546 hedge funds and large institutions have $16.4B invested in Progressive in 2016 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 173 increasing their positions, 207 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 29

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

17% more capital invested

Capital invested by funds: $14B → $16.4B (+$2.37B)

11% more funds holding

Funds holding: 491546 (+55)

2.75% more ownership

Funds ownership: 76.98%79.73% (+2.7%)

16% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 207

23% less call options, than puts

Call options by funds: $13M | Put options by funds: $17M

Holders
546
Holders Change
+55
Holders Change %
+11.2%
% of All Funds
13.65%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.42%
New
90
Increased
173
Reduced
207
Closed
29
Calls
$13M
Puts
$17M
Net Calls
-$3.95M
Net Calls Change
+$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
426
Macquarie Group
Australia
$327K -$271K -8,200 -47%
DC
427
Davenport & Co
Virginia
$324K -$1.65K -50 -0.5%
SCA
428
Salient Capital Advisors
Texas
$320K
BSW
429
Buckingham Strategic Wealth
Missouri
$316K
AP
430
Advisor Partners
California
$315K +$20.7K +626 +8%
II
431
IFM Investors
Australia
$314K +$292K +8,833 New
UCFA
432
United Capital Financial Advisors
Texas
$313K +$22.7K +687 +8%
LOAME
433
Lombard Odier Asset Management (Europe)
United Kingdom
$311K
OAM
434
Occidental Asset Management
California
$309K +$287K +8,691 New
KBFS
435
Kohmann Bosshard Financial Services
Ohio
$304K +$265K +8,000 New
JMPWA
436
JP Morgan Private Wealth Advisors
California
$297K -$101K -3,047 -27%
Calamos Advisors
437
Calamos Advisors
Illinois
$296K
WAM
438
Wealthspire Advisors (Maryland)
Maryland
$287K -$5.42K -164 -2%
PHS
439
Pekin Hardy Strauss
Illinois
$284K -$49.6K -1,500 -16%
RFCA
440
R&F Capital Advisors
New York
$283K +$263K +7,966 New
JIC
441
Johnson Investment Counsel
Ohio
$281K -$58.9K -1,782 -18%
CAM
442
Cubic Asset Management
Massachusetts
$277K +$258K +7,800 New
QI
443
QS Investors
New York
$275K
TH
444
TCTC Holdings
Texas
$275K
TCM
445
Tradewinds Capital Management
Washington
$269K
HIC
446
Harvey Investment Company
Kentucky
$264K
WAM
447
Weatherly Asset Management
California
$255K
PAM
448
Peak Asset Management
Colorado
$245K -$4.96K -150 -2%
PAG
449
Private Advisor Group
New Jersey
$245K +$1.12K +34 +0.5%
FMLI
450
Fukoku Mutual Life Insurance
Japan
$231K

PGR Hedge Fund Activity: Q4 2016 in Review

546 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q4 2016, worth a combined $16.4B — up 17% from $14B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new PGR positions and 29 closed out — a net gain of 61 holders — while 173 added to existing stakes and 207 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $288M. The largest seller was Capital Research Global Investors, cutting an estimated $313M.

  • 546 institutional investors held Progressive (PGR) as of Q4 2016, up from 491 in Q3 2016.
  • Funds reported $16.4B of Progressive stock for Q4 2016, up 17% quarter-over-quarter.
  • 90 funds opened new Progressive positions in Q4 2016 and 29 closed out, a net change of +61 holders.
  • The largest Progressive buyer in Q4 2016 was AllianceBernstein, an estimated $288M added.
  • The largest Progressive seller in Q4 2016 was Capital Research Global Investors, an estimated $313M sold.

Based on aggregated 13F filings for Q4 2016.