We are live on ! Find out more
PGR icon

Progressive

460 hedge funds and large institutions have $12.9B invested in Progressive in 2015 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 160 increasing their positions, 157 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $43.1M | Put options by funds: $15.8M

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

5% more funds holding

Funds holding: 438460 (+22)

2.24% more ownership

Funds ownership: 77.19%79.44% (+2.2%)

5% more capital invested

Capital invested by funds: $12.3B → $12.9B (+$594M)

2% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 157

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
460
Holders Change
+22
Holders Change %
+5.02%
% of All Funds
12.39%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
56
Increased
160
Reduced
157
Closed
29
Calls
$43.1M
Puts
$15.8M
Net Calls
+$27.3M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$88.9M +$8.66M +317,554 +11%
Mackenzie Financial
27
Mackenzie Financial
Ontario, Canada
$86.6M +$2.05M +75,186 +2%
JWBC
28
John W. Bristol & Co
New York
$85M -$6.84M -250,761 -8%
RIM
29
RS Investment Management
California
$70.3M +$7.75M +284,274 +13%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$68.5M +$7.02M +257,608 +12%
Legal & General Group
31
Legal & General Group
United Kingdom
$68.2M +$447K +16,376 +0.7%
Norges Bank
32
Norges Bank
Norway
$64.4M
TCM
33
Tran Capital Management
California
$64.1M -$2.7M -98,929 -4%
Morgan Stanley
34
Morgan Stanley
New York
$59.5M -$246M -9,015,669 -81%
WG
35
Winton Group
United Kingdom
$58.5M +$17.1M +626,770 +43%
Deutsche Bank
36
Deutsche Bank
Germany
$58.1M +$26.2M +960,620 +85%
Prudential Financial
37
Prudential Financial
New Jersey
$50.7M +$6.06M +222,300 +14%
UBS AM
38
UBS AM
Illinois
$50.1M +$765K +28,054 +2%
Goldman Sachs
39
Goldman Sachs
New York
$50M +$1.73M +63,297 +4%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$47.3M +$818K +30,002 +2%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$46.3M -$471K -17,279 -1%
RFC
42
Russell Frank Company
Washington
$46M +$8.84M +324,143 +24%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$45.3M +$673K +24,685 +2%
TCIM
44
TIAA CREF Investment Management
New York
$45M +$9.41M +345,169 +27%
TFP
45
Triple Frond Partners
California
$44.8M
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$43.4M +$454K +16,668 +1%
Charles Schwab
47
Charles Schwab
California
$41M +$1.13M +41,439 +3%
EARNEST Partners
48
EARNEST Partners
Georgia
$41M -$2.87M -105,363 -7%
CIM
49
Confluence Investment Management
Missouri
$40.9M +$2.21M +81,204 +6%
HFS
50
HL Financial Services
Kentucky
$40.9M +$3.87M +142,103 +11%

PGR Hedge Fund Activity: Q2 2015 in Review

460 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q2 2015, worth a combined $12.9B — up 4.8% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PGR positions and 29 closed out — a net gain of 27 holders — while 160 added to existing stakes and 157 trimmed.

The largest buyer was Longview Partners, adding an estimated $423M. The largest seller was Morgan Stanley, cutting an estimated $246M.

  • 460 institutional investors held Progressive (PGR) as of Q2 2015, up from 438 in Q1 2015.
  • Funds reported $12.9B of Progressive stock for Q2 2015, up 4.8% quarter-over-quarter.
  • 56 funds opened new Progressive positions in Q2 2015 and 29 closed out, a net change of +27 holders.
  • The largest Progressive buyer in Q2 2015 was Longview Partners, an estimated $423M added.
  • The largest Progressive seller in Q2 2015 was Morgan Stanley, an estimated $246M sold.

Based on aggregated 13F filings for Q2 2015.