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Progressive
PGR

Overview Fund Activity

997 hedge funds and large institutions have $47.4B invested in Progressive in 2021 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 400 increasing their positions, 363 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+10
Holders Change %
+1.01%
% of All Funds
17.41%
Holding in Top 10
28
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20%
% of All Funds
0.49%
New
85
Increased
400
Reduced
363
Closed
67
Calls
$152M
Puts
$182M
Net Calls
-$30.1M
Net Calls Change
+$11.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$404M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$403M
3
LCOV
London Company of Virginia
Virginia
+$199M
4
Bank of America
Bank of America
North Carolina
+$171M
5
Capital World Investors
Capital World Investors
California
+$92.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$235M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$221M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$178M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$99.7M
5
Wells Fargo
Wells Fargo
California
-$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
676
Lake Street Advisors Group
New Hampshire
$523K +$7.95K +82 +2%
TAM
677
Trust Asset Management
Texas
$519K +$57.8K +589 +13%
IF
678
IRON Financial
Illinois
$519K +$107K +1,085 +26%
OWA
679
One Wealth Advisors
California
$515K +$102K +1,039 +25%
SG Americas Securities
680
SG Americas Securities
New York
$511K -$2.37M -24,143 -82%
DWT
681
Dorsey & Whitney Trust
South Dakota
$506K -$32.5K -332 -6%
SVWAG
682
Sound View Wealth Advisors Group
Georgia
$505K -$12.4K -126 -2%
IC
683
IEQ Capital
California
$502K +$91K +927 +22%
AG
684
AlphaSimPlex Group
Massachusetts
$499K -$542K -5,515 -52%
OIA
685
OneDigital Investment Advisors
Kansas
$499K +$141K +1,433 +39%
GFA
686
Gifford Fong Associates
California
$491K – – –
SC
687
Searle & Co
Connecticut
$481K – – –
AWM
688
Altium Wealth Management
New York
$479K +$85.7K +873 +22%
SCM
689
Southport Capital Management
Tennessee
$478K +$14.7K +150 +3%
NA
690
NewEdge Advisors
Louisiana
$473K -$33.3K -339 -7%
NB
691
Northwest Bancshares
Pennsylvania
$468K – – –
Fiera Capital (Canada)
692
Fiera Capital (Canada)
Quebec, Canada
$467K +$118K +1,205 +34%
BFS
693
Bradley Foster & Sargent
Connecticut
$463K – – –
CAG
694
Csenge Advisory Group
Florida
$462K +$7.42K +75 +2%
BP
695
Ballentine Partners
Massachusetts
$460K -$25.8K -262 -5%
APW
696
Acima Private Wealth
Virginia
$460K – – –
HFG
697
Heron Financial Group
New York
$452K -$23.3K -237 -5%
PFBT
698
Parkside Financial Bank & Trust
Missouri
$450K +$491 +5 +0.1%
CI Investments Inc
699
CI Investments Inc
Ontario, Canada
$440K +$123K +1,250 +39%
Assenagon Asset Management
700
Assenagon Asset Management
Luxembourg
$431K +$172K +1,755 +67%
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