We are live on ! Find out more
PGR icon

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
BC
551
Brookfield Corp
Ontario, Canada
$1.03M -$284K -3,003 -22%
SPIA
552
Steward Partners Investment Advisory
New York
$1.02M -$110K -1,163 -10%
HSA
553
Hussman Strategic Advisors
Maryland
$1.01M +$965K +10,200 New
PAM
554
Paradigm Asset Management
New York
$1.01M +$965K +10,200 New
HR
555
Hardy Reed
Mississippi
$1M -$9.46K -100 -1%
PA
556
Paragon Advisors
Texas
$996K +$48.6K +514 +5%
CWM
557
Circle Wealth Management
New Jersey
$993K +$446K +4,719 +89%
CT
558
Coastline Trust
Rhode Island
$990K -$26K -275 -3%
Vontobel Holding
559
Vontobel Holding
Switzerland
$986K +$1.08M +11,437 New
SFI
560
Siemens Fonds Invest
Germany
$985K +$956K +10,107 New
AWP
561
Accretive Wealth Partners
New Jersey
$967K +$925K +9,778 New
RA
562
RiverPark Advisors
New York
$966K +$924K +9,770 New
SHGA
563
Sand Hill Global Advisors
California
$959K -$7.38K -78 -0.8%
Marshall Wace
564
Marshall Wace
United Kingdom
$953K +$912K +9,640 New
UB
565
UMB Bank
Missouri
$945K -$19.8K -209 -2%
OL
566
Optas LLC
Texas
$942K -$834K -8,818 -48%
CFA
567
CWS Financial Advisors
Michigan
$936K -$11.4K -121 -1%
VPIM
568
Vanguard Personalized Indexing Management
California
$934K +$171K +1,807 +24%
CFS
569
Capital Financial Services
New York
$933K +$893K +9,440 New
DIM
570
Delta Investment Management
California
$932K +$892K +9,430 New
FT
571
Fiduciary Trust
Massachusetts
$926K +$203K +2,150 +30%
TH
572
TCTC Holdings
Texas
$912K -$87.3K -923 -9%
QI
573
QS Investors
New York
$910K -$780K -8,246 -47%
IIM
574
Ironwood Investment Management
Massachusetts
$903K
FP
575
Factorial Partners
New York
$900K +$85.1K +900 +11%

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.