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Progressive

762 hedge funds and large institutions have $33.7B invested in Progressive in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 263 increasing their positions, 293 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 66

21% more capital invested

Capital invested by funds: $27.9B → $33.7B (+$5.81B)

1% more funds holding

Funds holding: 756762 (+6)

0% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $45.6M

0.21% more ownership

Funds ownership: 81.34%81.55% (+0.21%)

3% less funds holding in top 10

Funds holding in top 10: 3029 (-1)

10% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 293

Holders
762
Holders Change
+6
Holders Change %
+0.79%
% of All Funds
17.42%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.66%
New
81
Increased
263
Reduced
293
Closed
66
Calls
$45.7M
Puts
$45.6M
Net Calls
+$124K
Net Calls Change
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
726
Dubuque Bank & Trust
Iowa
$9K
WOC
727
West Oak Capital
California
$8.88K +$8.04K +125 New
SFSIG
728
San Francisco Sentry Investment Group
California
$8K +$4.18K +65 +135%
NCM
729
Nelson Capital Management
California
$8K +$7.66K +119 New
FDCDDQ
730
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.81K -$15.5K -241 -69%
LWA
731
Lenox Wealth Advisors
New York
$7K -$6.3K -98 -51%
EWM
732
Endurance Wealth Management
Rhode Island
$7K
JCM
733
Jacobi Capital Management
Pennsylvania
$7K
LFG
734
LifePlan Financial Group
Ohio
$7K
KTC
735
Kistler-Tiffany Companies
Pennsylvania
$7K +$5.53K +86 +573%
WC
736
Whitney & Co
New York
$7K +$5.98K +93 New
NFG
737
Next Financial Group
Texas
$7K +$6.43K +100 New
IP
738
Intellectus Partners
California
$7K +$6.5K +101 New
Rockefeller Capital Management
739
Rockefeller Capital Management
New York
$6K
TAIM
740
TD Ameritrade Investment Management
Nebraska
$6K +$4.25K +66 +314%
APP
741
Avantax Planning Partners
Iowa
$6K +$5.6K +87 New
BWM
742
Baystate Wealth Management
Massachusetts
$5K
CIA
743
CSat Investment Advisory
Michigan
$5K
IAS
744
IMA Advisory Services
Colorado
$5K
RFM
745
Royal Fund Management
Florida
$5K +$3.73K +58 +322%
BCM
746
Brasada Capital Management
Texas
$5K +$4.83K +75 New
WA
747
WP Advisors
California
$4K
FGAM
748
Financial Gravity Asset Management
Texas
$4K +$386 +6 +11%
AC
749
Avestar Capital
New York
$4K +$643 +10 +19%
IGGA
750
Iron Gate Global Advisors
Utah
$3K +$3.02K +47 New

PGR Hedge Fund Activity: Q3 2018 in Review

762 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q3 2018, worth a combined $33.7B — up 21% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new PGR positions and 66 closed out — a net gain of 15 holders — while 263 added to existing stakes and 293 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $242M. The largest seller was T. Rowe Price Associates, cutting an estimated $428M.

  • 762 institutional investors held Progressive (PGR) as of Q3 2018, up from 756 in Q2 2018.
  • Funds reported $33.7B of Progressive stock for Q3 2018, up 21% quarter-over-quarter.
  • 81 funds opened new Progressive positions in Q3 2018 and 66 closed out, a net change of +15 holders.
  • The largest Progressive buyer in Q3 2018 was Wellington Management Group, an estimated $242M added.
  • The largest Progressive seller in Q3 2018 was T. Rowe Price Associates, an estimated $428M sold.

Based on aggregated 13F filings for Q3 2018.