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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
BWM
701
Baystate Wealth Management
Massachusetts
$5K
SWP
702
Strategic Wealth Partners
Ohio
$5K
GFP
703
Gryphon Financial Partners
Ohio
$5K +$2K +35 +71%
ACS
704
Archford Capital Strategies
Illinois
$5K +$5.31K +93 New
Nomura Holdings
705
Nomura Holdings
Japan
$4.71K +$1.39M +24,394 +46%
BCWM
706
Bartlett & Co Wealth Management
Ohio
$4.26K +$4K +70 New
FGC
707
Financial Gravity Companies
Texas
$4K -$41.3K -723 -92%
FGAM
708
Financial Gravity Asset Management
Texas
$4K +$3.77K +66 New
BC
709
Bartlett & Co
Ohio
$4K +$4K +70 New
AIM
710
Assured Investment Management
New York
$4K +$4.05K +71 New
SFSIG
711
San Francisco Sentry Investment Group
California
$3K
SLF
712
Sun Life Financial
Ontario, Canada
$2.65K -$63.4K -1,111 -87%
AC
713
Avestar Capital
New York
$2K
GWM
714
Geneos Wealth Management
Colorado
$2K
WAP
715
Wealthcare Advisory Partners
Pennsylvania
$2K
ML
716
McAdam LLC
Pennsylvania
$2K +$1.43K +25 New
MIFH
717
Migdal Insurance & Financial Holdings
Israel
$2K +$2.23K +39 New
RFM
718
Royal Fund Management
Florida
$1K -$1.88K -33 -65%
Acadian Asset Management
719
Acadian Asset Management
Massachusetts
$1K
MPPLM
720
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1K
PWM
721
Perigon Wealth Management
California
$1K +$514 +9 New
SSA
722
South Street Advisors
New York
$213 +$200K +3,500 New
Alyeska Investment Group
723
Alyeska Investment Group
Illinois
-$85.5M -1,517,215 Closed
Viking Global Investors
724
Viking Global Investors
Connecticut
-$55.8M -990,261 Closed
SC
725
Samlyn Capital
New York
-$42.6M -755,610 Closed

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.