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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
MFM
426
MD Financial Management
Ontario, Canada
$2.63M +$2.04M +20,621 +333%
FM
427
Foster & Motley
Ohio
$2.63M +$78.9K +798 +3%
MCM
428
MAI Capital Management
Ohio
$2.63M +$799K +8,077 +43%
NMIMC
429
Northwestern Mutual Investment Management Company
Wisconsin
$2.61M +$1.88K +19 +0.1%
SWM
430
Selective Wealth Management
Virginia
$2.55M -$504K -5,100 -16%
SDIC
431
South Dakota Investment Council
South Dakota
$2.54M -$475K -4,800 -16%
EH
432
Equitable Holdings
New York
$2.51M +$29.9K +302 +1%
BMO
433
Beck Mack & Oliver
New York
$2.45M +$56.9K +575 +2%
Carson Wealth (CWM LLC)
434
Carson Wealth (CWM LLC)
Nebraska
$2.45M
PAM
435
Panagora Asset Management
Massachusetts
$2.41M -$2.28M -23,059 -48%
BCV
436
Banque Cantonale Vaudoise
Switzerland
$2.38M +$346K +3,500 +17%
HT
437
HAP Trading
New York
$2.37M +$2.39M +24,118 New
SFP
438
Shepherd Financial Partners
Massachusetts
$2.35M +$84.6K +855 +4%
Lazard Asset Management
439
Lazard Asset Management
New York
$2.35M +$608K +6,142 +35%
DIM
440
Delta Investment Management
California
$2.3M +$1.04M +10,502 +81%
EWM
441
Evercore Wealth Management
New York
$2.29M -$1.58K -16 -0.1%
VWA
442
V Wealth Advisors
Kansas
$2.27M +$4.95K +50 +0.2%
VAS
443
Vestmark Advisory Solutions
Massachusetts
$2.27M +$119K +1,203 +5%
TA
444
Tectonic Advisors
Texas
$2.27M -$270K -2,728 -11%
ACM
445
Azimuth Capital Management
Michigan
$2.26M -$146K -1,480 -6%
ATPW
446
Ashton Thomas Private Wealth
Arizona
$2.2M -$558K -5,645 -20%
LNWWM
447
Laird Norton Wetherby Wealth Management
California
$2.19M +$178K +1,800 +9%
VVP
448
Venture Visionary Partners
Ohio
$2.18M +$1.21M +12,207 +123%
BCMO
449
Buckingham Capital Management (Ohio)
Ohio
$2.17M -$34.6K -350 -2%
CSS
450
Cubist Systematic Strategies
Connecticut
$2.16M +$960K +9,707 +79%

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.