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Progressive
PGR

Overview Fund Activity

1,165 hedge funds and large institutions have $70.3B invested in Progressive in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 434 increasing their positions, 455 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,165
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
18.57%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.67%
New
107
Increased
434
Reduced
455
Closed
100
Calls
$574M
Puts
$281M
Net Calls
+$293M
Net Calls Change
+$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$418M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$371M
3
Franklin Resources
Franklin Resources
California
+$255M
4
Capital International Investors
Capital International Investors
California
+$222M
5
BlackRock
BlackRock
New York
+$218M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$811M
2
GQG Partners
GQG Partners
Florida
-$285M
3
State Street
State Street
Massachusetts
-$150M
4
Victory Capital Management
Victory Capital Management
Texas
-$131M
5
Bank of America
Bank of America
North Carolina
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
CQS
576
Credential Qtrade Securities
$1.4M -$30K -215 -2%
JAM
577
Jacobs Asset Management
New York
$1.39M +$1.39M +10,000 New
JGCM
578
Joseph Group Capital Management
Ohio
$1.39M +$190K +1,361 +16%
HWM
579
HB Wealth Management
Georgia
$1.38M +$150K +1,078 +12%
FBT
580
First Bank & Trust
South Dakota
$1.38M +$233K +1,675 +20%
TPCW
581
TD Private Client Wealth
New York
$1.37M +$234K +1,680 +21%
CSS
582
Cubist Systematic Strategies
Connecticut
$1.37M +$1.36M +9,732 +14,104%
EWA
583
Exencial Wealth Advisors
Oklahoma
$1.36M -$2.93K -21 -0.2%
SWA
584
Stratos Wealth Advisors
Ohio
$1.34M -$123K -882 -8%
VF
585
Virtu Financial
New York
$1.34M +$1.34M +9,587 New
CF
586
Centaurus Financial
California
$1.33M -$4.46K -32 -0.3%
CNBT
587
Canandaigua National Bank & Trust
New York
$1.32M -$4.18K -30 -0.3%
WC
588
Waterloo Capital
Texas
$1.31M +$335K +2,407 +34%
DTL
589
Dynamic Technology Lab
Singapore
$1.31M +$684K +4,907 +110%
CCP
590
Cunning Capital Partners
North Carolina
$1.31M +$1.31M +9,365 New
CBFP
591
Cedar Brook Financial Partners
Ohio
$1.3M -$10.7K -77 -0.8%
MYLI
592
Meiji Yasuda Life Insurance
Japan
$1.3M +$536K +3,848 +70%
VVP
593
Venture Visionary Partners
Ohio
$1.3M -$5.15K -37 -0.4%
SPIA
594
Steward Partners Investment Advisory
New York
$1.29M -$2.67M -19,140 -67%
PAG
595
Private Advisor Group
New Jersey
$1.29M +$21.7K +156 +2%
CI
596
Carroll Investors
South Carolina
$1.28M -$559K -4,000 -30%
TH
597
TCTC Holdings
Texas
$1.27M – – –
AWM
598
Apollon Wealth Management
South Carolina
$1.26M -$64.4K -462 -5%
SIA
599
Schechter Investment Advisors
Michigan
$1.26M +$289K +2,074 +30%
DEA
600
DoubleLine ETF Adviser
Florida
$1.26M +$68.8K +494 +6%
22 23
24
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