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Progressive

986 hedge funds and large institutions have $47.5B invested in Progressive in 2020 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 376 increasing their positions, 357 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 75

4% more funds holding

Funds holding: 950986 (+36)

5% more repeat investments, than reductions

Existing positions increased: 376 | Existing positions reduced: 357

4% more capital invested

Capital invested by funds: $45.7B → $47.5B (+$1.8B)

0.64% less ownership

Funds ownership: 82.7%82.06% (-0.64%)

26% less funds holding in top 10

Funds holding in top 10: 4634 (-12)

28% less call options, than puts

Call options by funds: $162M | Put options by funds: $224M

Holders
986
Holders Change
+36
Holders Change %
+3.79%
% of All Funds
17.45%
Holding in Top 10
34
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.09%
% of All Funds
0.6%
New
126
Increased
376
Reduced
357
Closed
75
Calls
$162M
Puts
$224M
Net Calls
-$62.1M
Net Calls Change
-$73.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Assenagon Asset Management
526
Assenagon Asset Management
Luxembourg
$1.3M +$1.24M +13,150 New
SM
527
Sciencast Management
New Jersey
$1.3M +$1.24M +13,151 New
PFM
528
Patton Fund Management
Texas
$1.29M -$339K -3,582 -22%
SFS
529
Sowell Financial Services
Arkansas
$1.28M -$68K -719 -5%
ZCI
530
Zevenbergen Capital Investments
Washington
$1.28M +$47.3K +500 +4%
TPCW
531
TD Private Client Wealth
New York
$1.26M -$193K -2,039 -14%
SS
532
Simplicity Solutions
Minnesota
$1.26M -$21.1K -223 -2%
WRF
533
Waddell & Reed Financial
Kansas
$1.2M -$100M -1,059,412 -99%
CK
534
Cohen Klingenstein
New York
$1.19M
RCA
535
Rowland Carmichael Advisors
Arizona
$1.17M
OCM
536
Orleans Capital Management
Louisiana
$1.17M -$946K -10,000 -46%
MG
537
Mather Group
Illinois
$1.17M +$11.1K +117 +1%
BOC
538
Barbara Oil Co
Illinois
$1.15M
OTPPB
539
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.13M -$794K -8,395 -42%
EOJOAM
540
E. Ohman J:or Asset Management
Sweden
$1.13M -$180K -1,900 -14%
ECM
541
Everence Capital Management
Indiana
$1.12M -$2.84K -30 -0.3%
HNB
542
Huntington National Bank
Ohio
$1.11M -$54.2K -573 -5%
LOAME
543
Lombard Odier Asset Management (Europe)
United Kingdom
$1.1M -$8.37M -88,513 -89%
QT
544
Quantbot Technologies
New York
$1.1M +$1.05M +11,116 New
OFG
545
Oxford Financial Group
Indiana
$1.1M -$343K -3,622 -25%
Wealth Enhancement Advisory Services
546
Wealth Enhancement Advisory Services
Minnesota
$1.09M +$1.09M +11,553 New
SIC
547
Sigma Investment Counselors
Michigan
$1.08M +$1.04M +10,963 New
SWA
548
Stratos Wealth Advisors
Ohio
$1.06M
AG
549
AlphaSimPlex Group
Massachusetts
$1.05M +$434K +4,590 +76%
Federated Hermes
550
Federated Hermes
Pennsylvania
$1.04M +$492K +5,203 +98%

PGR Hedge Fund Activity: Q4 2020 in Review

986 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q4 2020, worth a combined $47.5B — up 3.9% from $45.7B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new PGR positions and 75 closed out — a net gain of 51 holders — while 376 added to existing stakes and 357 trimmed.

The largest buyer was AustralianSuper, opening a new position worth an estimated $202M. The largest seller was Wellington Management Group, cutting an estimated $429M.

  • 986 institutional investors held Progressive (PGR) as of Q4 2020, up from 950 in Q3 2020.
  • Funds reported $47.5B of Progressive stock for Q4 2020, up 3.9% quarter-over-quarter.
  • 126 funds opened new Progressive positions in Q4 2020 and 75 closed out, a net change of +51 holders.
  • The largest Progressive buyer in Q4 2020 was AustralianSuper, an estimated $202M added.
  • The largest Progressive seller in Q4 2020 was Wellington Management Group, an estimated $429M sold.

Based on aggregated 13F filings for Q4 2020.