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Progressive
PGR

Overview Fund Activity

1,165 hedge funds and large institutions have $70.3B invested in Progressive in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 434 increasing their positions, 455 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,165
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
18.57%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.67%
New
107
Increased
434
Reduced
455
Closed
100
Calls
$574M
Puts
$281M
Net Calls
+$293M
Net Calls Change
+$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$418M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$371M
3
Franklin Resources
Franklin Resources
California
+$255M
4
Capital International Investors
Capital International Investors
California
+$222M
5
BlackRock
BlackRock
New York
+$218M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$811M
2
GQG Partners
GQG Partners
Florida
-$285M
3
State Street
State Street
Massachusetts
-$150M
4
Victory Capital Management
Victory Capital Management
Texas
-$131M
5
Bank of America
Bank of America
North Carolina
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTC
651
Farmers Trust Company
Ohio
$1.02M -$3.48K -25 -0.3%
KPWS
652
Kestra Private Wealth Services
Texas
$1.01M +$142K +1,016 +16%
CCM
653
Coldstream Capital Management
Washington
$1.01M -$47.8K -343 -5%
PSP
654
Pacific Sage Partners
Washington
$1M – – –
HIC
655
Harvey Investment Company
Kentucky
$995K – – –
FB
656
Fulton Bank
Pennsylvania
$967K +$51.3K +368 +6%
AIP
657
Ameritas Investment Partners
Nebraska
$950K -$26.2K -188 -3%
DP
658
Dearborn Partners
Illinois
$948K +$12.1K +87 +1%
MNBTD
659
Moody National Bank Trust Division
Texas
$945K +$13.7K +98 +1%
CFG
660
Citizens Financial Group
Rhode Island
$940K -$621K -4,461 -40%
WSTAM
661
Wilbanks Smith & Thomas Asset Management
Virginia
$940K -$132K -950 -12%
CB
662
Cadence Bank
Mississippi
$937K -$3.07K -22 -0.3%
PA
663
Profund Advisors
Maryland
$937K -$56K -402 -6%
SIA
664
SkyView Investment Advisors
New Jersey
$934K +$37.2K +267 +4%
Lido Advisors
665
Lido Advisors
California
$934K -$126K -907 -12%
VSQM
666
V-Square Quantitative Management
Illinois
$931K +$257K +1,847 +38%
Capstone Investment Advisors
667
Capstone Investment Advisors
New York
$930K -$1.93M -13,873 -68%
TAM
668
Trust Asset Management
Texas
$929K – – –
MAS
669
Meeder Advisory Services
Ohio
$923K -$373K -2,680 -29%
TBC
670
Ted Buchan & Co
California
$922K +$10.6K +76 +1%
PA
671
Paragon Advisors
Texas
$918K +$189K +1,356 +26%
BC
672
Burney Company
Virginia
$912K – – –
TC
673
TownSquare Capital
Utah
$910K +$38.2K +274 +4%
ATC
674
Argent Trust Co
Tennessee
$907K -$63.1K -453 -7%
BAM
675
Berkshire Asset Management
Pennsylvania
$898K -$4.18K -30 -0.5%
25 26
27
28 29