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Progressive
PGR

Overview Fund Activity

987 hedge funds and large institutions have $45.6B invested in Progressive in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 400 increasing their positions, 369 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
+5
Holders Change %
+0.51%
% of All Funds
17.38%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.62%
New
97
Increased
400
Reduced
369
Closed
84
Calls
$104M
Puts
$145M
Net Calls
-$41.5M
Net Calls Change
+$20.5M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$794M
2
Capital World Investors
Capital World Investors
California
+$164M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$159M
4
Bank of America
Bank of America
North Carolina
+$144M
5
BlackRock
BlackRock
New York
+$132M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$407M
2
GQG Partners
GQG Partners
Florida
-$316M
3
ECU
Egerton Capital (UK)
United Kingdom
-$298M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$235M
5
AAMU
Amundi Asset Management US
Massachusetts
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
BONST
601
Bank of Nova Scotia Trust
Ontario, Canada
$782K -$16.8K -176 -2%
FTC
602
Farmers Trust Company
Ohio
$779K -$13.3K -139 -2%
CAM
603
Cresset Asset Management
Illinois
$778K +$197K +2,055 +34%
AT
604
Arden Trust
Delaware
$775K -$24.1K -252 -3%
SWP
605
Strategic Wealth Partners
Ohio
$769K -$584K -6,112 -43%
WCM
606
WealthBridge Capital Management
Ohio
$768K – – –
CI
607
Conning Inc
Connecticut
$765K -$65K -680 -8%
WANY
608
Wealthspire Advisors (New York)
New York
$756K +$62.6K +655 +9%
WSTAM
609
Wilbanks Smith & Thomas Asset Management
Virginia
$755K -$1.63K -17 -0.2%
AC
610
Annandale Capital
Texas
$751K +$751K +7,851 New
CAM
611
Cubic Asset Management
Massachusetts
$747K – – –
TCM
612
Tradewinds Capital Management
Washington
$734K – – –
AF
613
Advisornet Financial
Minnesota
$730K +$14.1K +148 +2%
CG
614
Colony Group
Massachusetts
$729K +$316K +3,303 +76%
EWM
615
Empirical Wealth Management
Washington
$725K +$89.3K +935 +14%
FT
616
Fiduciary Trust
Massachusetts
$723K -$173K -1,804 -19%
P
617
Pitcairn
Pennsylvania
$722K +$12.6K +132 +2%
SW
618
SteelPeak Wealth
California
$718K +$718K +7,511 New
CNC
619
Canandaigua National Corp
New York
$714K +$714K +7,467 New
FWIA
620
Fort Washington Investment Advisors
Ohio
$710K -$13.2K -138 -2%
CBFP
621
Cedar Brook Financial Partners
Ohio
$710K +$7.07K +74 +1%
ATC
622
Argent Trust Co
Tennessee
$707K -$7.55K -79 -1%
CCP
623
Corient Capital Partners
California
$705K -$27.6K -289 -4%
YWP
624
YorkBridge Wealth Partners
New York
$700K -$4.98K -52 -0.7%
EI
625
Ethic Inc
New York
$698K +$256K +2,675 +58%
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