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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
NA
701
Navellier & Associates
Nevada
$228K -$2.71M -37,560 -92%
WIC
702
Woodmont Investment Counsel
Tennessee
$228K
WP
703
WealthSource Partners
California
$228K +$14.1K +196 +7%
DZ Bank
704
DZ Bank
Germany
$224K -$364K -5,054 -62%
LOAMS
705
Lombard Odier Asset Management (Switzerland)
Switzerland
$223K -$701K -9,728 -76%
DIM
706
DC Investments Management
Virginia
$223K -$134K -1,860 -38%
AAM
707
Arabesque Asset Management
United Kingdom
$223K +$35.4K +491 +19%
CGL
708
Clarius Group LLC
Washington
$220K -$34.2K -475 -14%
GC
709
Gilbert & Cook
Iowa
$218K +$14.1K +196 +7%
DLA
710
Douglas Lane & Associates
New York
$217K -$11.5K -160 -5%
WKWM
711
Walter & Keenan Wealth Management
Indiana
$217K
MAFM
712
Mid Atlantic Financial Management
Pennsylvania
$217K +$216K +2,994 New
SFA
713
Sequoia Financial Advisors
Ohio
$216K -$41.9K -581 -16%
FNBOSM
714
First National Bank of South Miami
Florida
$213K -$19.9K -276 -9%
CA
715
Claro Advisors
Massachusetts
$210K +$2.96K +41 +1%
FB
716
Fulton Bank
Pennsylvania
$210K +$19K +264 +10%
ATWA
717
Arbor Trust Wealth Advisors
Michigan
$210K +$209K +2,900 New
PAS
718
Park Avenue Securities
New York
$209K -$316K -4,382 -60%
BWP
719
Baldwin Wealth Partners
Massachusetts
$208K
ACM
720
Allred Capital Management
Texas
$203K -$20.8K -289 -9%
CAW
721
Cornerstone Advisors (Washington)
Washington
$202K -$865 -12 -0.4%
CCG
722
Cypress Capital Group
Florida
$201K +$200K +2,775 New
JFGIW
723
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$189K -$2.07M -28,694 -92%
BFEC
724
Benjamin F. Edwards & Company
Missouri
$189K
FHA
725
Flagship Harbor Advisors
Massachusetts
$187K +$216 +3 +0.1%

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.