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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
LOAME
551
Lombard Odier Asset Management (Europe)
United Kingdom
$353K -$44.8K -784 -12%
BFS
552
Bradley Foster & Sargent
Connecticut
$353K -$9.94K -174 -3%
CA
553
Cetera Advisors
Colorado
$349K +$325K +5,698 New
PAM
554
Peak Asset Management
Colorado
$348K -$4.91K -86 -1%
CG
555
Colony Group
Massachusetts
$347K -$10.3K -180 -3%
WA
556
Winfield Associates
Ohio
$346K
ZCI
557
Zevenbergen Capital Investments
Washington
$343K +$321K +5,625 New
AIA
558
Armor Investment Advisors
North Carolina
$342K -$22.8K -400 -7%
Fuller & Thaler Asset Management
559
Fuller & Thaler Asset Management
California
$341K +$68.5K +1,200 +27%
PWMAG
560
Pinnacle Wealth Management Advisory Group
New Jersey
$330K +$571 +10 +0.2%
BP
561
Ballentine Partners
Massachusetts
$329K
CFB
562
Cullen/Frost Bankers
Texas
$327K +$307K +5,368 New
Fayez Sarofim & Co
563
Fayez Sarofim & Co
Texas
$319K +$15.4K +270 +5%
WDA
564
Wendell David Associates
New Hampshire
$317K
BTS
565
BB&T Securities
Virginia
$316K -$514 -9 -0.2%
IB
566
Intrust Bank
Kansas
$311K
DWM
567
Darwin Wealth Management
Florida
$311K +$20.3K +355 +7%
Calamos Advisors
568
Calamos Advisors
Illinois
$308K
PHAM
569
Palisades Hudson Asset Management
Florida
$307K
WSTAM
570
Wilbanks Smith & Thomas Asset Management
Virginia
$303K -$76.3K -1,336 -21%
WWM
571
Willingdon Wealth Management
North Carolina
$283K -$57.1K -1,000 -18%
TPWA
572
TRUE Private Wealth Advisors
Oregon
$281K +$3.6K +63 +1%
PFBT
573
Parkside Financial Bank & Trust
Missouri
$275K +$2.51K +44 +1%
Baird Financial Group
574
Baird Financial Group
Wisconsin
$273K +$256K +4,487 New
FT
575
Fiduciary Trust
Massachusetts
$269K +$28.6K +500 +13%

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.