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Progressive
PGR

Overview Fund Activity

997 hedge funds and large institutions have $47.4B invested in Progressive in 2021 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 400 increasing their positions, 363 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+10
Holders Change %
+1.01%
% of All Funds
17.41%
Holding in Top 10
28
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20%
% of All Funds
0.49%
New
85
Increased
400
Reduced
363
Closed
67
Calls
$152M
Puts
$182M
Net Calls
-$30.1M
Net Calls Change
+$11.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$404M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$403M
3
LCOV
London Company of Virginia
Virginia
+$199M
4
Bank of America
Bank of America
North Carolina
+$171M
5
Capital World Investors
Capital World Investors
California
+$92.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$235M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$221M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$178M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$99.7M
5
Wells Fargo
Wells Fargo
California
-$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
601
Colony Group
Massachusetts
$813K +$64.2K +654 +9%
WSTAM
602
Wilbanks Smith & Thomas Asset Management
Virginia
$809K +$33.4K +340 +4%
AIP
603
Ameritas Investment Partners
Nebraska
$806K +$98 +1 +0%
FTC
604
Farmers Trust Company
Ohio
$800K – – –
AT
605
Arden Trust
Delaware
$800K +$3.93K +40 +0.5%
WCM
606
WealthBridge Capital Management
Ohio
$789K – – –
MECA
607
Miller Equity Capital Advisors
Texas
$786K +$78.6K +800 +11%
FT
608
Fiduciary Trust
Massachusetts
$784K +$41.2K +419 +6%
CCP
609
Corient Capital Partners
California
$783K +$58.1K +591 +8%
KAS
610
Kestra Advisory Services
Texas
$780K -$182K -1,851 -19%
SWP
611
Strategic Wealth Partners
Ohio
$780K -$9.92K -101 -1%
Tudor Investment Corp
612
Tudor Investment Corp
Connecticut
$780K +$780K +7,940 New
HWAM
613
Hennion & Walsh Asset Management
New Jersey
$772K +$125K +1,271 +19%
CT
614
Chicago Trust
Illinois
$772K +$772K +7,870 New
CAM
615
Cubic Asset Management
Massachusetts
$767K – – –
SW
616
SteelPeak Wealth
California
$758K +$20.1K +205 +3%
FB
617
Fulton Bank
Pennsylvania
$756K -$50.7K -517 -6%
TCM
618
Tradewinds Capital Management
Washington
$754K – – –
HBT
619
Heartland Bank & Trust
Illinois
$748K -$77.7K -792 -9%
SFA
620
Sequoia Financial Advisors
Ohio
$748K +$46K +469 +7%
CBFP
621
Cedar Brook Financial Partners
Ohio
$747K +$17.9K +182 +2%
KAS
622
Kemnay Advisory Services
New York
$745K +$745K +7,581 New
FA
623
FDx Advisors
Illinois
$742K +$371K +3,774 +100%
SC
624
Shay Capital
New York
$737K +$737K +7,500 New
BRWA
625
B. Riley Wealth Advisors
Florida
$736K +$333K +3,390 +83%
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