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
Principal Financial Group
26
Principal Financial Group
Iowa
$155M +$15.7M +473,833 +12%
VFA
27
Virtus Fund Advisers
Connecticut
$147M +$2.37M +71,574 +2%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$136M -$6.92M -209,229 -5%
MCI
29
McDonald Capital Investors
California
$133M -$1.27M -38,359 -1%
LCOV
30
London Company of Virginia
Virginia
$132M -$8.67M -262,282 -7%
AQR Capital Management
31
AQR Capital Management
Connecticut
$130M -$30.8M -931,941 -20%
Wells Fargo
32
Wells Fargo
California
$124M +$8.64M +261,334 +8%
Goldman Sachs
33
Goldman Sachs
New York
$124M -$29.6M -895,805 -20%
1832 Asset Management
34
1832 Asset Management
Ontario, Canada
$114M +$56M +1,692,075 +108%
CB
35
Cooke & Bieler
Pennsylvania
$114M +$686K +20,731 +0.6%
Deutsche Bank
36
Deutsche Bank
Germany
$109M +$24.7M +748,290 +32%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$98.2M +$54.6M +1,651,462 +148%
Renaissance Technologies
38
Renaissance Technologies
New York
$97.4M +$7.57M +228,869 +9%
TCM
39
TimesSquare Capital Management
New York
$94.8M +$88.3M +2,670,295 New
Millennium Management
40
Millennium Management
New York
$94.7M +$82.1M +2,482,674 +1,335%
Legal & General Group
41
Legal & General Group
United Kingdom
$93.1M -$950K -28,726 -1%
TSW
42
Thompson Siegel & Walmsley
Virginia
$84.9M +$17M +515,274 +27%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$83.3M -$7.6M -229,792 -9%
JWBC
44
John W. Bristol & Co
New York
$76.8M -$2.56M -77,305 -3%
CIM
45
Confluence Investment Management
Missouri
$72.4M +$2.48M +74,909 +4%
Mackenzie Financial
46
Mackenzie Financial
Ontario, Canada
$70.8M -$10.3M -311,839 -14%
HFS
47
HL Financial Services
Kentucky
$67.7M +$3.16M +95,640 +5%
Charles Schwab
48
Charles Schwab
California
$64.9M +$1.69M +51,157 +3%
Norges Bank
49
Norges Bank
Norway
$62.2M
Viking Global Investors
50
Viking Global Investors
Connecticut
$61.2M +$57M +1,724,942 New

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.