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Progressive

983 hedge funds and large institutions have $44B invested in Progressive in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 380 increasing their positions, 375 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $195M | Put options by funds: $121M

1% more repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 375

0.46% more ownership

Funds ownership: 83.38%83.84% (+0.46%)

4% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 89

2% less funds holding

Funds holding: 1,002983 (-19)

7% less capital invested

Capital invested by funds: $47.4B → $44B (-$3.48B)

11% less funds holding in top 10

Funds holding in top 10: 2825 (-3)

Holders
983
Holders Change
-19
Holders Change %
-1.9%
% of All Funds
17.21%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.44%
New
85
Increased
380
Reduced
375
Closed
89
Calls
$195M
Puts
$121M
Net Calls
+$74.6M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
FTC
601
Farmers Trust Company
Ohio
$728K -$13K -136 -2%
WCM
602
WealthBridge Capital Management
Ohio
$727K +$953 +10 +0.1%
MECA
603
Miller Equity Capital Advisors
Texas
$723K
AIP
604
Ameritas Investment Partners
Nebraska
$722K -$21.5K -226 -3%
CSS
605
Cubist Systematic Strategies
Connecticut
$721K -$1.33M -13,981 -64%
IC
606
IEQ Capital
California
$718K +$270K +2,833 +55%
CAM
607
Cubic Asset Management
Massachusetts
$706K
HC
608
Henshaw Capital
Massachusetts
$701K +$151K +1,589 +26%
AWM
609
Avior Wealth Management
Nebraska
$701K -$56.7K -595 -7%
TCM
610
Tradewinds Capital Management
Washington
$695K +$477 +5 +0.1%
FT
611
Fiduciary Trust
Massachusetts
$694K -$28.8K -302 -4%
KAS
612
Kestra Advisory Services
Texas
$688K -$31.3K -328 -4%
EF
613
Empirical Finance
Pennsylvania
$680K +$39.9K +419 +6%
UB
614
UMB Bank
Missouri
$677K -$136K -1,423 -16%
PAS
615
Park Avenue Securities
New York
$672K -$91.8K -963 -11%
FWIA
616
Fort Washington Investment Advisors
Ohio
$672K
ATC
617
Argent Trust Co
Tennessee
$669K -$103K -1,084 -13%
FC
618
Ferris Capital
Massachusetts
$669K +$665K +6,975 New
HIC
619
Harvey Investment Company
Kentucky
$656K
CBFP
620
Cedar Brook Financial Partners
Ohio
$644K -$45.9K -482 -6%
TF
621
Trek Financial
Arizona
$642K +$51.3K +538 +8%
JC
622
JB Capital
Connecticut
$641K +$676K +7,093 New
BC
623
Burney Company
Virginia
$638K -$4.76K -50 -0.7%
PCM
624
Penserra Capital Management
California
$638K +$13.7K +144 +2%
HIS
625
Horizon Investment Services
Indiana
$636K -$3.18M -33,378 -83%

PGR Hedge Fund Activity: Q3 2021 in Review

983 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q3 2021, worth a combined $44B — down 7.3% from $47.4B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of PGR and 85 opened new positions — a net loss of 4 holders — while 375 trimmed existing stakes and 380 added.

The largest buyer was Orbis Allan Gray, opening a new position worth an estimated $430M. The largest seller was Invesco, cutting an estimated $258M.

  • 983 institutional investors held Progressive (PGR) as of Q3 2021, down from 1,002 in Q2 2021.
  • Funds reported $44B of Progressive stock for Q3 2021, down 7.3% quarter-over-quarter.
  • 85 funds opened new Progressive positions in Q3 2021 and 89 closed out, a net change of -4 holders.
  • The largest Progressive buyer in Q3 2021 was Orbis Allan Gray, an estimated $430M added.
  • The largest Progressive seller in Q3 2021 was Invesco, an estimated $258M sold.

Based on aggregated 13F filings for Q3 2021.