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
PWM
526
Perigon Wealth Management
California
$5K +$4.53K +137 New
GRP
527
Global Retirement Partners
California
$5K +$4.89K +148 New
EWM
528
Endurance Wealth Management
Rhode Island
$4K
HIM
529
Hillsdale Investment Management
Ontario, Canada
$4K
JCM
530
Jacobi Capital Management
Pennsylvania
$4K
AII
531
AGF Investments Inc
Ontario, Canada
$4K +$3.31K +100 New
GBT
532
Grove Bank & Trust
Florida
$4K +$3.97K +120 New
MCM
533
MV Capital Management
Maryland
$3K -$1.95K -59 -45%
ACS
534
Archford Capital Strategies
Illinois
$3K
FPFS
535
First Personal Financial Services
North Carolina
$3K
VNA
536
Valley National Advisers
Pennsylvania
$3K
CFA
537
Carroll Financial Associates
North Carolina
$3K +$430 +13 +15%
PCP
538
Proficio Capital Partners
Massachusetts
$2K +$231 +7 +13%
AA
539
Apriem Advisors
California
$2K +$1.49K +45 New
OFW
540
Omnia Family Wealth
Florida
$2K +$2.15K +65 New
LS
541
Livforsakringsbolaget Skandia
Sweden
$1.31K -$2.32M -70,075 -65%
GWM
542
Geneos Wealth Management
Colorado
$1K
SLF
543
Sun Life Financial
Ontario, Canada
$311 +$364 +11 New
MTB
544
Mizuho Trust & Banking
Japan
-$28.6M -906,889 Closed
HW
545
Hancock Whitney
Mississippi
-$15.4M -490,304 Closed
AAMU
546
Amundi Asset Management US
Massachusetts
-$12.4M -395,039 Closed
OAC
547
OMERS Administration Corp
Ontario, Canada
-$3.84M -121,900 Closed
BRA
548
Blue Rock Advisors
Minnesota
-$1.91M -60,607 Closed
Capital Fund Management (CFM)
549
Capital Fund Management (CFM)
France
-$1.79M -56,829 Closed
DC
550
Deere & Company
Illinois
-$1.65M -52,276 Closed

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.