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Progressive
PGR

Overview Fund Activity

880 hedge funds and large institutions have $35.9B invested in Progressive in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 330 increasing their positions, 352 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
880
Holders Change
-29
Holders Change %
-3.19%
% of All Funds
19.33%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.66%
New
67
Increased
330
Reduced
352
Closed
94
Calls
$91.7M
Puts
$124M
Net Calls
-$32.1M
Net Calls Change
-$37.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.18B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$922M
3
CVA
Ceredex Value Advisors
Florida
$193M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$139M
5
BlackRock
BlackRock
New York
$3.35B

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$919M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$140M
3
AAMU
Amundi Asset Management US
Massachusetts
$437M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$399M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
676
Sky Investment Group
Connecticut
$324K – – –
TPWA
677
TRUE Private Wealth Advisors
Oregon
$322K -$6.41K -83 -2%
SWA
678
Sutton Wealth Advisors
Florida
$322K – – –
SCM
679
Shelton Capital Management
Colorado
$319K – – –
1WA
680
180 Wealth Advisors
Washington
$318K +$6.92K +92 +2%
LG
681
Leuthold Group
Minnesota
$317K -$16.3K -211 -5%
LSAG
682
Lake Street Advisors Group
New Hampshire
$316K +$1.62K +21 +0.5%
DCM
683
Donaldson Capital Management
Indiana
$316K +$43.3K +561 +16%
PHK
684
Point72 Hong Kong
Hong Kong
$314K -$590K -7,622 -65%
RIG
685
Renaissance Investment Group
Massachusetts
$305K – – –
PCS
686
Personal CFO Solutions
New Jersey
$303K +$303K +3,928 New
WAM
687
Weatherly Asset Management
California
$301K -$35.5K -460 -11%
SC
688
Searle & Co
Connecticut
$301K +$301K +3,900 New
SFG
689
SevenBridge Financial Group
Pennsylvania
$300K +$27.8K +360 +10%
WSFS
690
Wilmington Savings Fund Society
Delaware
$292K – – –
FTIOP
691
Fiduciary Trust International of Pennsylvania
Pennsylvania
$289K -$20.6K -266 -7%
VFA
692
Valeo Financial Advisors
Indiana
$287K +$31K +401 +12%
AWM
693
Avior Wealth Management
Nebraska
$283K -$2.54K -33 -0.9%
GT
694
Glenview Trust
Kentucky
$281K -$196K -2,533 -41%
WCWM
695
Willow Creek Wealth Management
California
$276K – – –
SFA
696
Sequoia Financial Advisors
Ohio
$275K -$17.1K -221 -6%
WAM
697
Weiss Asset Management
Massachusetts
$271K +$72.9K +945 +37%
SSA
698
South Street Advisors
New York
$270K – – –
KBFS
699
Kohmann Bosshard Financial Services
Ohio
$270K – – –
KWM
700
Kingsview Wealth Management
Oregon
$269K +$269K +3,484 New
26 27
28
29 30