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Progressive

403 hedge funds and large institutions have $12.2B invested in Progressive in 2013 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 105 increasing their positions, 172 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $4.99M | Put options by funds: $1.31M

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

5% more funds holding

Funds holding: 383403 (+20)

0% less capital invested

Capital invested by funds: $12.2B → $12.2B (-$31.4M)

0.34% less ownership

Funds ownership: 75.1%74.76% (-0.34%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

39% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 172

Holders
403
Holders Change
+20
Holders Change %
+5.22%
% of All Funds
11.7%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
48
Increased
105
Reduced
172
Closed
24
Calls
$4.99M
Puts
$1.31M
Net Calls
+$3.68M
Net Calls Change
-$121K
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
26
Mitsubishi UFJ Trust & Banking
Japan
$90.3M +$3.13M +116,268 +4%
MCI
27
McDonald Capital Investors
California
$81.2M -$62.8K -2,328 -0.1%
Aristotle Capital Management
28
Aristotle Capital Management
California
$78.5M +$11.9M +439,604 +18%
EVM
29
Eaton Vance Management
Massachusetts
$78.1M +$44.2M +1,641,041 +134%
TCM
30
Tran Capital Management
California
$71.9M +$891K +33,049 +1%
Legal & General Group
31
Legal & General Group
United Kingdom
$69.6M -$155K -5,740 -0.2%
JHIU
32
Janus Henderson Investors US
Colorado
$67.2M +$13.9M +515,334 +26%
Norges Bank
33
Norges Bank
Norway
$66.2M -$22.4M -829,948 -25%
Citadel Advisors
34
Citadel Advisors
Florida
$65.5M +$62.1M +2,301,578 +2,271%
TCIM
35
TIAA CREF Investment Management
New York
$63.4M -$18.8M -696,482 -23%
Deutsche Bank
36
Deutsche Bank
Germany
$51.7M -$12.6M -466,079 -20%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$50.9M +$1.93M +71,755 +4%
EARNEST Partners
38
EARNEST Partners
Georgia
$50.3M +$49.8M +1,845,895 New
BA
39
BlackRock Advisors
Delaware
$50.3M -$21.6M -802,734 -30%
CB
40
Cooke & Bieler
Pennsylvania
$48.9M -$2.57M -95,140 -5%
UBS AM
41
UBS AM
Illinois
$47.6M -$97.4M -3,612,559 -67%
CGT
42
Capital Guardian Trust
California
$47M -$871K -32,320 -2%
Goldman Sachs
43
Goldman Sachs
New York
$45.9M +$9.69M +359,209 +27%
JP Morgan Chase
44
JP Morgan Chase
New York
$42.8M +$8.53M +316,246 +25%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$42.8M -$1.15M -42,700 -3%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$40.4M -$1.72M -63,797 -4%
CS
47
Credit Suisse
Switzerland
$39.4M +$13M +480,568 +50%
ClearBridge Investments
48
ClearBridge Investments
New York
$37.3M -$3.46M -128,143 -9%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$36M +$237K +8,804 +0.7%
Charles Schwab
50
Charles Schwab
California
$34.1M -$13.5M -502,387 -29%

PGR Hedge Fund Activity: Q4 2013 in Review

403 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q4 2013, worth a combined $12.2B — down 0.26% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PGR positions and 24 closed out — a net gain of 24 holders — while 105 added to existing stakes and 172 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $203M. The largest seller was UBS AM, cutting an estimated $97.4M.

  • 403 institutional investors held Progressive (PGR) as of Q4 2013, up from 383 in Q3 2013.
  • Funds reported $12.2B of Progressive stock for Q4 2013, down 0.26% quarter-over-quarter.
  • 48 funds opened new Progressive positions in Q4 2013 and 24 closed out, a net change of +24 holders.
  • The largest Progressive buyer in Q4 2013 was Capital Research Global Investors, an estimated $203M added.
  • The largest Progressive seller in Q4 2013 was UBS AM, an estimated $97.4M sold.

Based on aggregated 13F filings for Q4 2013.