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Progressive

722 hedge funds and large institutions have $28.8B invested in Progressive in 2018 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 230 increasing their positions, 277 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 47

9% more capital invested

Capital invested by funds: $26.3B → $28.8B (+$2.43B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

7% more funds holding

Funds holding: 672722 (+50)

9% more call options, than puts

Call options by funds: $42.5M | Put options by funds: $39.1M

0.59% more ownership

Funds ownership: 80.69%81.28% (+0.59%)

17% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 277

Holders
722
Holders Change
+50
Holders Change %
+7.44%
% of All Funds
16.55%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.55%
New
107
Increased
230
Reduced
277
Closed
47
Calls
$42.5M
Puts
$39.1M
Net Calls
+$3.4M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$270M +$25.9M +453,764 +11%
Bank of America
27
Bank of America
North Carolina
$259M +$110M +1,931,843 +83%
William Blair Investment Management
28
William Blair Investment Management
Illinois
$217M -$17.4M -304,459 -8%
APG Asset Management
29
APG Asset Management
Netherlands
$214M +$175M +3,057,800 +243%
MCI
30
McDonald Capital Investors
California
$195M -$15.4M -270,188 -8%
LCOV
31
London Company of Virginia
Virginia
$188M -$12.7M -223,108 -7%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$184M +$20.2M +353,828 +13%
Legal & General Group
33
Legal & General Group
United Kingdom
$183M -$10.5M -183,018 -6%
1832 Asset Management
34
1832 Asset Management
Ontario, Canada
$182M +$81.9M +1,433,830 +93%
ClearBridge Investments
35
ClearBridge Investments
New York
$173M -$3.96M -69,316 -2%
EVM
36
Eaton Vance Management
Massachusetts
$159M +$74.3M +1,301,916 +100%
UBS AM
37
UBS AM
Illinois
$148M +$11M +193,444 +9%
Swiss National Bank
38
Swiss National Bank
Switzerland
$148M -$12M -210,800 -8%
Westfield Capital Management
39
Westfield Capital Management
Massachusetts
$144M +$960K +16,806 +0.7%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$139M -$53.1M -930,176 -29%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$134M -$20.7M -361,944 -14%
Charles Schwab
42
Charles Schwab
California
$132M +$2.22M +38,834 +2%
Citadel Advisors
43
Citadel Advisors
Florida
$130M -$66.1M -1,157,774 -35%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$126M -$8.17M -143,090 -6%
AQR Capital Management
45
AQR Capital Management
Connecticut
$125M +$30.9M +540,893 +36%
HFS
46
HL Financial Services
Kentucky
$123M +$3.05M +53,403 +3%
CIM
47
Confluence Investment Management
Missouri
$120M -$1.42M -24,851 -1%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$115M -$3.92M -68,634 -4%
JWBC
49
John W. Bristol & Co
New York
$105M -$483K -8,461 -0.5%
EAM
50
Eagle Asset Management
Florida
$103M +$17.8M +312,020 +23%

PGR Hedge Fund Activity: Q1 2018 in Review

722 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q1 2018, worth a combined $28.8B — up 9.2% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new PGR positions and 47 closed out — a net gain of 60 holders — while 230 added to existing stakes and 277 trimmed.

The largest buyer was APG Asset Management, adding an estimated $175M. The largest seller was Capital Research Global Investors, cutting an estimated $180M.

  • 722 institutional investors held Progressive (PGR) as of Q1 2018, up from 672 in Q4 2017.
  • Funds reported $28.8B of Progressive stock for Q1 2018, up 9.2% quarter-over-quarter.
  • 107 funds opened new Progressive positions in Q1 2018 and 47 closed out, a net change of +60 holders.
  • The largest Progressive buyer in Q1 2018 was APG Asset Management, an estimated $175M added.
  • The largest Progressive seller in Q1 2018 was Capital Research Global Investors, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2018.