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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
DWP
726
Destiny Wealth Partners
Florida
$346K +$331K +3,500 New
Koshinski Asset Management
727
Koshinski Asset Management
Illinois
$345K +$69.8K +738 +27%
SFG
728
SevenBridge Financial Group
Pennsylvania
$344K
WAM
729
Weatherly Asset Management
California
$341K
PSC
730
Prentiss Smith & Co
Vermont
$339K
RIA
731
Regal Investment Advisors
Michigan
$339K +$325K +3,431 New
AWM
732
Avior Wealth Management
Nebraska
$337K -$218K -2,300 -40%
JWCA
733
J.W. Coons Advisors
Ohio
$337K
KA
734
Kovack Advisors
Florida
$331K +$5.3K +56 +2%
TMAM
735
Tokio Marine Asset Management
Japan
$330K +$13.2K +139 +4%
MSFS
736
Main Street Financial Solutions
Pennsylvania
$330K +$315K +3,334 New
PA
737
Parallel Advisors
California
$327K -$79K -835 -20%
GLA
738
Great Lakes Advisors
Illinois
$327K +$91.2K +964 +41%
MYLI
739
Meiji Yasuda Life Insurance
Japan
$326K +$312K +3,299 New
BEI
740
Benjamin Edwards Inc
Missouri
$324K -$81.5K -861 -21%
CWM
741
Chesapeake Wealth Management
Virginia
$324K -$23.3K -246 -7%
TCOV
742
Trust Company of Vermont
Vermont
$324K +$50.1K +530 +19%
WCWM
743
Willow Creek Wealth Management
California
$323K
CFFP
744
Center for Financial Planning
Michigan
$322K
MA
745
Mutual Advisors
Nebraska
$321K +$2.08K +22 +0.7%
QI
746
Qtron Investments
Massachusetts
$321K +$3.5K +37 +1%
DACG
747
Donor Advised Charitable Giving
California
$316K
DWA
748
Douglass Winthrop Advisors
New York
$313K -$168K -1,775 -36%
WIC
749
Woodmont Investment Counsel
Tennessee
$311K
OIA
750
OneDigital Investment Advisors
Kansas
$308K +$37.5K +396 +15%

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.