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Progressive

986 hedge funds and large institutions have $47.5B invested in Progressive in 2020 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 376 increasing their positions, 357 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 75

4% more funds holding

Funds holding: 950986 (+36)

5% more repeat investments, than reductions

Existing positions increased: 376 | Existing positions reduced: 357

4% more capital invested

Capital invested by funds: $45.7B → $47.5B (+$1.8B)

0.64% less ownership

Funds ownership: 82.7%82.06% (-0.64%)

26% less funds holding in top 10

Funds holding in top 10: 4634 (-12)

28% less call options, than puts

Call options by funds: $162M | Put options by funds: $224M

Holders
986
Holders Change
+36
Holders Change %
+3.79%
% of All Funds
17.45%
Holding in Top 10
34
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.09%
% of All Funds
0.6%
New
126
Increased
376
Reduced
357
Closed
75
Calls
$162M
Puts
$224M
Net Calls
-$62.1M
Net Calls Change
-$73.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
676
Sigma Planning Corp
Michigan
$462K +$169K +1,784 +62%
EI
677
Ethic Inc
New York
$457K +$82.4K +871 +23%
PFBT
678
Parkside Financial Bank & Trust
Missouri
$456K -$5.3K -56 -1%
NFG
679
Next Financial Group
Texas
$451K -$214K -2,264 -33%
EWA
680
Exencial Wealth Advisors
Oklahoma
$446K -$433K -4,575 -50%
TF
681
Trek Financial
Arizona
$446K +$427K +4,510 New
APA
682
American Portfolios Advisors
New York
$442K +$39.6K +419 +10%
DT
683
Diversified Trust
Tennessee
$440K -$68.5K -724 -14%
WDA
684
Wendell David Associates
New Hampshire
$438K
SC
685
Searle & Co
Connecticut
$435K
CGL
686
Clarius Group LLC
Washington
$433K +$32.8K +347 +9%
CP
687
Covenant Partners
Tennessee
$431K
CAG
688
Csenge Advisory Group
Florida
$428K -$321K -3,397 -44%
CG
689
Colony Group
Massachusetts
$428K +$409K +4,325 New
IPW
690
Inlet Private Wealth
Florida
$425K
DADC
691
D.A. Davidson & Co
Montana
$424K -$14.8K -156 -4%
WSFS
692
Wilmington Savings Fund Society
Delaware
$423K -$166K -1,750 -29%
CI Investments Inc
693
CI Investments Inc
Ontario, Canada
$422K +$265K +2,796 +191%
Holocene Advisors
694
Holocene Advisors
New York
$421K +$403K +4,260 New
CG
695
Caprock Group
Idaho
$417K -$8.89K -94 -2%
SWA
696
Sutton Wealth Advisors
Florida
$417K +$757 +8 +0.2%
Jane Street
697
Jane Street
New York
$413K -$481K -5,080 -55%
PCM
698
Penserra Capital Management
California
$413K -$4.83K -51 -1%
PA
699
Pinnacle Associates
New York
$412K
PFPT
700
Pinnacle Financial Partners (Tennessee)
Tennessee
$412K +$1.42K +15 +0.4%

PGR Hedge Fund Activity: Q4 2020 in Review

986 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q4 2020, worth a combined $47.5B — up 3.9% from $45.7B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new PGR positions and 75 closed out — a net gain of 51 holders — while 376 added to existing stakes and 357 trimmed.

The largest buyer was AustralianSuper, opening a new position worth an estimated $202M. The largest seller was Wellington Management Group, cutting an estimated $429M.

  • 986 institutional investors held Progressive (PGR) as of Q4 2020, up from 950 in Q3 2020.
  • Funds reported $47.5B of Progressive stock for Q4 2020, up 3.9% quarter-over-quarter.
  • 126 funds opened new Progressive positions in Q4 2020 and 75 closed out, a net change of +51 holders.
  • The largest Progressive buyer in Q4 2020 was AustralianSuper, an estimated $202M added.
  • The largest Progressive seller in Q4 2020 was Wellington Management Group, an estimated $429M sold.

Based on aggregated 13F filings for Q4 2020.