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Progressive
PGR

Overview Fund Activity

1,165 hedge funds and large institutions have $70.3B invested in Progressive in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 434 increasing their positions, 455 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,165
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
18.57%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.67%
New
107
Increased
434
Reduced
455
Closed
100
Calls
$574M
Puts
$281M
Net Calls
+$293M
Net Calls Change
+$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$418M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$371M
3
Franklin Resources
Franklin Resources
California
+$255M
4
Capital International Investors
Capital International Investors
California
+$222M
5
BlackRock
BlackRock
New York
+$218M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$811M
2
GQG Partners
GQG Partners
Florida
-$285M
3
State Street
State Street
Massachusetts
-$150M
4
Victory Capital Management
Victory Capital Management
Texas
-$131M
5
Bank of America
Bank of America
North Carolina
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
726
WealthSource Partners
California
$679K +$18.1K +130 +3%
WWM
727
Western Wealth Management
Colorado
$678K +$8.64K +62 +1%
PFBT
728
Parkside Financial Bank & Trust
Missouri
$676K +$7.52K +54 +1%
NFA
729
Northern Financial Advisors
Michigan
$669K -$836 -6 -0.1%
FF
730
Fluent Financial
Texas
$668K -$1.39M -9,986 -68%
ETC
731
Exchange Traded Concepts
Oklahoma
$668K -$660K -4,737 -50%
CB
732
CNB Bank
Pennsylvania
$666K +$29.8K +214 +5%
PFP
733
Pinnacle Financial Partners
Tennessee
$662K -$18K -129 -3%
WPC
734
Wedmont Private Capital
Pennsylvania
$657K +$12.5K +87 +2%
WBC
735
Westpac Banking Corp
Australia
$655K +$67K +481 +11%
APW
736
Acima Private Wealth
Virginia
$652K -$6.83K -49 -1%
DWT
737
Dorsey & Whitney Trust
South Dakota
$646K +$12.1K +87 +2%
FT
738
Fiduciary Trust
Massachusetts
$643K -$47.8K -343 -7%
ECM
739
Evergreen Capital Management
Washington
$637K -$1.95K -14 -0.3%
NCGI
740
Next Century Growth Investors
Minnesota
$636K – – –
UCFA
741
United Capital Financial Advisors
Texas
$634K -$175K -1,258 -22%
V
742
ViaWealth
Kansas
$619K -$6.13K -44 -1%
KWA
743
Kingswood Wealth Advisors
California
$618K +$618K +4,439 New
GF
744
Gries Financial
Ohio
$615K +$418 +3 +0.1%
IB
745
Intrust Bank
Kansas
$606K – – –
IPW
746
Inlet Private Wealth
Florida
$605K – – –
TCG
747
Tremblant Capital Group
Florida
$600K +$149K +1,067 +33%
CI
748
Conning Inc
Connecticut
$598K +$13.9K +100 +2%
AI
749
Atom Investors
Texas
$597K +$597K +4,283 New
CFG
750
Cooper Financial Group
California
$596K +$109K +779 +22%
28 29
30
31 32