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Progressive

986 hedge funds and large institutions have $47.5B invested in Progressive in 2020 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 376 increasing their positions, 357 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 75

4% more funds holding

Funds holding: 950986 (+36)

5% more repeat investments, than reductions

Existing positions increased: 376 | Existing positions reduced: 357

4% more capital invested

Capital invested by funds: $45.7B → $47.5B (+$1.8B)

0.64% less ownership

Funds ownership: 82.7%82.06% (-0.64%)

26% less funds holding in top 10

Funds holding in top 10: 4634 (-12)

28% less call options, than puts

Call options by funds: $162M | Put options by funds: $224M

Holders
986
Holders Change
+36
Holders Change %
+3.79%
% of All Funds
17.45%
Holding in Top 10
34
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.09%
% of All Funds
0.6%
New
126
Increased
376
Reduced
357
Closed
75
Calls
$162M
Puts
$224M
Net Calls
-$62.1M
Net Calls Change
-$73.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
426
Foster & Motley
Ohio
$2.55M +$175K +1,845 +8%
WA
427
Winfield Associates
Ohio
$2.54M -$42K -444 -2%
AMCA
428
Arthur M. Cohen & Associates
Illinois
$2.51M +$112K +1,185 +5%
RCA
429
Resonant Capital Advisors
Wisconsin
$2.5M +$14K +148 +0.6%
BMO
430
Beck Mack & Oliver
New York
$2.49M -$26K -275 -1%
ACM
431
Azimuth Capital Management
Michigan
$2.48M +$13.2K +140 +0.6%
Carson Wealth (CWM LLC)
432
Carson Wealth (CWM LLC)
Nebraska
$2.45M
RJT
433
Raymond James Trust
Florida
$2.43M -$95.8K -1,013 -4%
UIM
434
USS Investment Management
United Kingdom
$2.4M
SWP
435
Stratos Wealth Partners
Ohio
$2.4M +$790K +8,355 +53%
ACM
436
Alamar Capital Management
California
$2.35M +$2.25M +23,759 New
FC
437
Ferris Capital
Massachusetts
$2.32M +$1.04K +11 +0%
LIA
438
LS Investment Advisors
Michigan
$2.29M -$48.5K -513 -2%
VWA
439
V Wealth Advisors
Kansas
$2.28M +$2.19M +23,102 New
EWM
440
Evercore Wealth Management
New York
$2.25M -$57K -602 -3%
MML Investors Services
441
MML Investors Services
Massachusetts
$2.2M -$64.4K -681 -3%
JSL
442
JT Stratford LLC
Georgia
$2.19M -$82.7K -874 -4%
PCIA
443
Prime Capital Investment Advisors
Kansas
$2.19M -$8.61K -91 -0.4%
VAS
444
Vestmark Advisory Solutions
Massachusetts
$2.17M +$187K +1,982 +10%
GJIC
445
Gamble Jones Investment Counsel
California
$2.17M +$26.5K +280 +1%
IRF
446
IBM Retirement Fund
New York
$2.15M +$255K +2,695 +14%
CTC
447
Central Trust Company
Missouri
$2.14M -$47.6K -503 -2%
SFP
448
Shepherd Financial Partners
Massachusetts
$2.14M +$42.7K +451 +2%
BCMO
449
Buckingham Capital Management (Ohio)
Ohio
$2.13M +$51.7K +547 +3%
Fisher Asset Management
450
Fisher Asset Management
Washington
$2.11M -$163K -1,718 -7%

PGR Hedge Fund Activity: Q4 2020 in Review

986 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q4 2020, worth a combined $47.5B — up 3.9% from $45.7B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new PGR positions and 75 closed out — a net gain of 51 holders — while 376 added to existing stakes and 357 trimmed.

The largest buyer was AustralianSuper, opening a new position worth an estimated $202M. The largest seller was Wellington Management Group, cutting an estimated $429M.

  • 986 institutional investors held Progressive (PGR) as of Q4 2020, up from 950 in Q3 2020.
  • Funds reported $47.5B of Progressive stock for Q4 2020, up 3.9% quarter-over-quarter.
  • 126 funds opened new Progressive positions in Q4 2020 and 75 closed out, a net change of +51 holders.
  • The largest Progressive buyer in Q4 2020 was AustralianSuper, an estimated $202M added.
  • The largest Progressive seller in Q4 2020 was Wellington Management Group, an estimated $429M sold.

Based on aggregated 13F filings for Q4 2020.