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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
FC
751
FORA Capital
Florida
$125K +$125K +1,731 New
PCIA
752
Prime Capital Investment Advisors
Kansas
$123K -$37.7K -523 -23%
HI
753
Hudock Inc
Pennsylvania
$118K
FGAM
754
Financial Gravity Asset Management
Texas
$109K +$28.7K +398 +269%
ST
755
Smithfield Trust
Pennsylvania
$108K
FIB
756
First Interstate Bank
Montana
$106K
TWA
757
TCI Wealth Advisors
Arizona
$106K +$55.7K +772 +111%
AA
758
Advisory Alpha
Michigan
$96.3K -$1.66K -23 -2%
Acadian Asset Management
759
Acadian Asset Management
Massachusetts
$90K +$67.2K +932 +302%
ZB
760
Zions Bancorporation
Utah
$86K +$577 +8 +0.7%
AIM
761
Aigen Investment Management
New York
$81K +$80.5K +1,117 New
LWCFA
762
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$80K
GEA
763
Glen Eagle Advisors
New Jersey
$79.3K +$22.7K +315 +40%
IFAM
764
Institutional & Family Asset Management
Colorado
$79K -$1.8K -25 -2%
OPS
765
Orion Portfolio Solutions
Nebraska
$79K +$78.8K +1,093 New
HIA
766
Harbor Investment Advisory
Maryland
$77K +$76.8K +1,066 New
FCA
767
FinTrust Capital Advisors
South Carolina
$75K -$46.6K -647 -38%
CAL
768
Capital Analysts LLC
Pennsylvania
$73K +$3.68K +51 +5%
FPFS
769
First Personal Financial Services
North Carolina
$72K -$112K -1,556 -61%
CFGS
770
Concourse Financial Group Securities
Alabama
$70K -$85.2K -1,182 -55%
CFB
771
Cullen/Frost Bankers
Texas
$69K -$43K -597 -39%
CI
772
CX Institutional
Indiana
$69K -$9.37K -130 -12%
Pacer Advisors
773
Pacer Advisors
Pennsylvania
$66K -$4.39M -60,841 -99%
OSAM
774
O'Shaughnessy Asset Management
Connecticut
$63K +$62.9K +872 +29,067%
CCA
775
Column Capital Advisors
Indiana
$63K +$63.6K +882 New

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.