We are live on ! Find out more
PGR icon

Progressive

884 hedge funds and large institutions have $33.8B invested in Progressive in 2019 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 295 increasing their positions, 361 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $177M | Put options by funds: $133M

20% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 96

0% more funds holding

Funds holding: 882884 (+2)

0.15% more ownership

Funds ownership: 79.79%79.93% (+0.15%)

6% less capital invested

Capital invested by funds: $35.9B → $33.8B (-$2.08B)

13% less funds holding in top 10

Funds holding in top 10: 3026 (-4)

18% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 361

Holders
884
Holders Change
+2
Holders Change %
+0.23%
% of All Funds
17.42%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.51%
New
115
Increased
295
Reduced
361
Closed
96
Calls
$177M
Puts
$133M
Net Calls
+$44.5M
Net Calls Change
+$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
651
Pinnacle Wealth Management Advisory Group
New Jersey
$324K
ECM
652
Evergreen Capital Management
Washington
$323K +$360 +5 +0.1%
PAM
653
Peak Asset Management
Colorado
$319K
IPW
654
Inlet Private Wealth
Florida
$311K
FWIA
655
Fort Washington Investment Advisors
Ohio
$306K -$6.7K -93 -2%
CP
656
Covenant Partners
Tennessee
$306K
LSAG
657
Lake Street Advisors Group
New Hampshire
$306K +$9.8K +136 +3%
SFG
658
SevenBridge Financial Group
Pennsylvania
$306K +$24.7K +343 +9%
PFO
659
Pathstone Family Office
New Jersey
$304K +$30.3K +420 New
TA
660
Tiedemann Advisors
New York
$303K -$563K -7,813 -65%
CAM
661
Cresset Asset Management
Illinois
$303K -$8.36K -116 -3%
SWA
662
Sutton Wealth Advisors
Florida
$302K
SIG
663
Sky Investment Group
Connecticut
$300K -$3.6K -50 -1%
SSA
664
Schonfeld Strategic Advisors
New York
$299K +$297K +4,124 New
SCM
665
Shelton Capital Management
Colorado
$298K
EI
666
Ethic Inc
New York
$297K +$295K +4,099 New
1WA
667
180 Wealth Advisors
Washington
$295K -$23.9K -331 -8%
QT
668
Quantamental Technologies
New York
$294K +$293K +4,060 New
HB
669
Homrich & Berg
Georgia
$292K +$62.5K +867 +27%
IWM
670
IHT Wealth Management
Illinois
$287K +$37.9K +526 +15%
RIG
671
Renaissance Investment Group
Massachusetts
$286K
WAM
672
Weatherly Asset Management
California
$283K +$360 +5 +0.1%
SC
673
Searle & Co
Connecticut
$282K
IC
674
IEQ Capital
California
$279K +$277K +3,845 New
WSFS
675
Wilmington Savings Fund Society
Delaware
$270K -$3.6K -50 -1%

PGR Hedge Fund Activity: Q4 2019 in Review

884 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q4 2019, worth a combined $33.8B — down 5.8% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new PGR positions and 96 closed out — a net gain of 19 holders — while 295 added to existing stakes and 361 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.12B. The largest seller was Fidelity Investments, cutting an estimated $379M.

  • 884 institutional investors held Progressive (PGR) as of Q4 2019, up from 882 in Q3 2019.
  • Funds reported $33.8B of Progressive stock for Q4 2019, down 5.8% quarter-over-quarter.
  • 115 funds opened new Progressive positions in Q4 2019 and 96 closed out, a net change of +19 holders.
  • The largest Progressive buyer in Q4 2019 was Wellington Management Group, an estimated $1.12B added.
  • The largest Progressive seller in Q4 2019 was Fidelity Investments, an estimated $379M sold.

Based on aggregated 13F filings for Q4 2019.