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Progressive

722 hedge funds and large institutions have $28.8B invested in Progressive in 2018 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 230 increasing their positions, 277 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 47

9% more capital invested

Capital invested by funds: $26.3B → $28.8B (+$2.43B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

7% more funds holding

Funds holding: 672722 (+50)

9% more call options, than puts

Call options by funds: $42.5M | Put options by funds: $39.1M

0.59% more ownership

Funds ownership: 80.69%81.28% (+0.59%)

17% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 277

Holders
722
Holders Change
+50
Holders Change %
+7.44%
% of All Funds
16.55%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.55%
New
107
Increased
230
Reduced
277
Closed
47
Calls
$42.5M
Puts
$39.1M
Net Calls
+$3.4M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
676
Quadrant Capital Group
Ohio
$14K +$856 +15 +5%
ST
677
Sageworth Trust
Pennsylvania
$13K +$9.08K +159 +294%
APP
678
Avantax Planning Partners
Iowa
$13K +$12K +211 New
CPA
679
Clear Perspective Advisors
Illinois
$12K
EWM
680
Edge Wealth Management
New York
$12K
MWM
681
MinichMacGregor Wealth Management
New York
$12K
SIC
682
Salem Investment Counselors
North Carolina
$12K
WPA
683
West Paces Advisors
Georgia
$11.9K
IWM
684
IHT Wealth Management
Illinois
$11K +$10.2K +179 New
EFSCE
685
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$1.31K +23 +17%
WDL
686
Well Done LLC
Michigan
$10K +$9.02K +158 New
LF
687
Lee Financial
Texas
$10K +$9.25K +162 New
FCAG
688
First Capital Advisors Group
New Jersey
$10K +$9.36K +164 New
HR
689
Howe & Rusling
New York
$8K -$856 -15 -10%
GRP
690
Global Retirement Partners
California
$8K +$2.17K +38 +38%
DBT
691
Dubuque Bank & Trust
Iowa
$8K +$7.25K +127 New
JFA
692
JNBA Financial Advisors
Minnesota
$7K
MCM
693
MV Capital Management
Maryland
$7K
WC
694
Whitnell & Co
Illinois
$7K +$6.57K +115 New
FDCDDQ
695
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.7K
EWM
696
Endurance Wealth Management
Rhode Island
$6K
HAM
697
Highstreet Asset Management
Ontario, Canada
$6K
JCM
698
Jacobi Capital Management
Pennsylvania
$6K
SWM
699
SeaCrest Wealth Management
New York
$6K
MPWT
700
MassMutual Private Wealth & Trust
Connecticut
$5.48K +$5.14K +90 New

PGR Hedge Fund Activity: Q1 2018 in Review

722 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q1 2018, worth a combined $28.8B — up 9.2% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new PGR positions and 47 closed out — a net gain of 60 holders — while 230 added to existing stakes and 277 trimmed.

The largest buyer was APG Asset Management, adding an estimated $175M. The largest seller was Capital Research Global Investors, cutting an estimated $180M.

  • 722 institutional investors held Progressive (PGR) as of Q1 2018, up from 672 in Q4 2017.
  • Funds reported $28.8B of Progressive stock for Q1 2018, up 9.2% quarter-over-quarter.
  • 107 funds opened new Progressive positions in Q1 2018 and 47 closed out, a net change of +60 holders.
  • The largest Progressive buyer in Q1 2018 was APG Asset Management, an estimated $175M added.
  • The largest Progressive seller in Q1 2018 was Capital Research Global Investors, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2018.