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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
TCM
601
Tradewinds Capital Management
Washington
$759K
JG
602
Jefferies Group
New York
$758K -$694K -7,332 -49%
CCP
603
Corient Capital Partners
California
$758K +$25.4K +269 +4%
CCM
604
Cinctive Capital Management
New York
$758K +$725K +7,668 New
FB
605
Fulton Bank
Pennsylvania
$751K -$52.8K -558 -7%
FWIA
606
Fort Washington Investment Advisors
Ohio
$749K -$10.6K -112 -1%
CBB
607
Citizens Business Bank
California
$742K -$511K -5,400 -42%
AF
608
Advisornet Financial
Minnesota
$741K -$25.6K -271 -3%
ATC
609
Argent Trust Co
Tennessee
$739K -$29.5K -312 -4%
P
610
Pitcairn
Pennsylvania
$734K +$150K +1,588 +27%
CAPTRUST Financial Advisors
611
CAPTRUST Financial Advisors
North Carolina
$732K +$23.4K +247 +3%
YWP
612
YorkBridge Wealth Partners
New York
$729K -$662 -7 -0.1%
EAM
613
Eukles Asset Management
Ohio
$727K +$17K +180 +3%
CBFP
614
Cedar Brook Financial Partners
Ohio
$727K +$38.6K +408 +6%
HIC
615
Harvey Investment Company
Kentucky
$718K -$25.1K -265 -4%
ADL
616
Asset Dedication LLC
California
$718K
WANY
617
Wealthspire Advisors (New York)
New York
$717K +$316K +3,344 +86%
BRWA
618
B. Riley Wealth Advisors
Florida
$710K -$130K -1,371 -16%
SCA
619
Snowden Capital Advisors
New York
$710K +$457K +4,827 +205%
SC
620
Savant Capital
Illinois
$707K +$15.4K +163 +2%
SFA
621
Sequoia Financial Advisors
Ohio
$693K +$281K +2,973 +74%
MECA
622
Miller Equity Capital Advisors
Texas
$692K +$255K +2,700 +63%
LSAG
623
Lake Street Advisors Group
New Hampshire
$691K -$9.46K -100 -1%
WA
624
WP Advisors
California
$676K -$4.63K -49 -0.7%
EWM
625
Empirical Wealth Management
Washington
$658K +$135K +1,425 +27%

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.