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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
CIAS
676
Capital Investment Advisory Services
North Carolina
$266K -$39.8K -552 -13%
FTIOP
677
Fiduciary Trust International of Pennsylvania
Pennsylvania
$266K -$4.33K -60 -2%
HIC
678
Holderness Investments Company
North Carolina
$266K +$25.2K +350 +11%
TPWA
679
TRUE Private Wealth Advisors
Oregon
$264K -$37.7K -523 -13%
WCWM
680
Willow Creek Wealth Management
California
$259K
VFA
681
Valeo Financial Advisors
Indiana
$258K -$10.5K -145 -4%
GT
682
Glenview Trust
Kentucky
$255K -$8.29K -115 -3%
PP
683
Parplus Partners
New York
$255K +$253K +3,516 New
WAM
684
Weiss Asset Management
Massachusetts
$254K
KBFS
685
Kohmann Bosshard Financial Services
Ohio
$253K
SSA
686
South Street Advisors
New York
$253K
CA
687
Cetera Advisors
Colorado
$250K -$63K -874 -20%
CEP
688
Chicago Equity Partners
Illinois
$249K -$668K -9,260 -73%
PSC
689
Prentiss Smith & Co
Vermont
$248K +$144 +2 +0.1%
1SB
690
1ST Source Bank
Indiana
$246K
SCM
691
Smith Capital Management
Arkansas
$245K +$32.8K +455 +16%
JT
692
Jump Trading
Illinois
$245K +$244K +3,390 New
FCBT
693
First Citizens Bank & Trust
North Carolina
$242K -$1.42M -19,738 -86%
PCM
694
Penserra Capital Management
California
$241K +$72.7K +1,009 +51%
BAM
695
Berkshire Asset Management
Pennsylvania
$237K +$12.6K +175 +6%
CFFP
696
Center for Financial Planning
Michigan
$236K +$235K +3,260 New
BS
697
Bessemer Securities
New York
$235K
DACG
698
Donor Advised Charitable Giving
California
$232K +$17.7K +245 +8%
B
699
Bellecapital
Switzerland
$232K +$231K +3,205 New
S
700
SignatureFD
Georgia
$230K +$75.8K +1,052 +49%

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.