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Progressive

884 hedge funds and large institutions have $33.8B invested in Progressive in 2019 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 295 increasing their positions, 361 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $177M | Put options by funds: $133M

20% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 96

0% more funds holding

Funds holding: 882884 (+2)

0.15% more ownership

Funds ownership: 79.79%79.93% (+0.15%)

6% less capital invested

Capital invested by funds: $35.9B → $33.8B (-$2.08B)

13% less funds holding in top 10

Funds holding in top 10: 3026 (-4)

18% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 361

Holders
884
Holders Change
+2
Holders Change %
+0.23%
% of All Funds
17.42%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.51%
New
115
Increased
295
Reduced
361
Closed
96
Calls
$177M
Puts
$133M
Net Calls
+$44.5M
Net Calls Change
+$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ZCA
526
Zeke Capital Advisors
Pennsylvania
$799K -$10.5K -146 -1%
ZCI
527
Zevenbergen Capital Investments
Washington
$798K -$73.9K -1,025 -9%
Capstone Investment Advisors
528
Capstone Investment Advisors
New York
$781K +$777K +10,784 +215,680%
QI
529
QS Investors
New York
$775K +$73.8K +1,024 +11%
AWM
530
Avior Wealth Management
Nebraska
$771K +$503K +6,980 +190%
OL
531
Optas LLC
Texas
$771K +$769K +10,666 New
ISWM
532
Independent Solutions Wealth Management
New York
$769K +$766K +10,626 New
MML Investors Services
533
MML Investors Services
Massachusetts
$762K -$822K -11,397 -52%
DADC
534
D.A. Davidson & Co
Montana
$753K +$5.05K +70 +0.7%
RPWA
535
Regent Peak Wealth Advisors
Georgia
$739K +$737K +10,219 New
TH
536
TCTC Holdings
Texas
$735K
SFS
537
Sowell Financial Services
Arkansas
$720K -$543K -7,526 -43%
AWM
538
AE Wealth Management
Kansas
$719K +$321K +4,458 +81%
AIP
539
Ameritas Investment Partners
Nebraska
$718K
CP
540
Cumberland Partners
Ontario, Canada
$691K -$130K -1,800 -16%
HI
541
Handelsinvest Investeringsforvaltning
Denmark
$688K -$396K -5,487 -37%
CAN
542
Cetera Advisor Networks
California
$683K +$83.2K +1,154 +14%
PRC
543
Pearl River Capital
Michigan
$680K +$629K +8,732 +1,309%
CI
544
Conning Inc
Connecticut
$676K -$20.9K -290 -3%
AF
545
Advisornet Financial
Minnesota
$674K +$40.2K +557 +6%
IIM
546
Ironwood Investment Management
Massachusetts
$673K -$24.6K -341 -4%
JA
547
JLB & Associates
Michigan
$672K +$61.1K +848 +10%
SWA
548
Stratos Wealth Advisors
Ohio
$666K -$23.1K -321 -3%
MOS
549
MGO One Seven
Ohio
$666K -$3.68K -51 -0.6%
NBG
550
Nancy B. Gardiner
$666K

PGR Hedge Fund Activity: Q4 2019 in Review

884 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q4 2019, worth a combined $33.8B — down 5.8% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new PGR positions and 96 closed out — a net gain of 19 holders — while 295 added to existing stakes and 361 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.12B. The largest seller was Fidelity Investments, cutting an estimated $379M.

  • 884 institutional investors held Progressive (PGR) as of Q4 2019, up from 882 in Q3 2019.
  • Funds reported $33.8B of Progressive stock for Q4 2019, down 5.8% quarter-over-quarter.
  • 115 funds opened new Progressive positions in Q4 2019 and 96 closed out, a net change of +19 holders.
  • The largest Progressive buyer in Q4 2019 was Wellington Management Group, an estimated $1.12B added.
  • The largest Progressive seller in Q4 2019 was Fidelity Investments, an estimated $379M sold.

Based on aggregated 13F filings for Q4 2019.