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Progressive
PGR

Overview Fund Activity

987 hedge funds and large institutions have $45.6B invested in Progressive in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 400 increasing their positions, 369 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
+5
Holders Change %
+0.51%
% of All Funds
17.38%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.62%
New
97
Increased
400
Reduced
369
Closed
84
Calls
$104M
Puts
$145M
Net Calls
-$41.5M
Net Calls Change
+$20.5M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$794M
2
Capital World Investors
Capital World Investors
California
+$164M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$159M
4
Bank of America
Bank of America
North Carolina
+$144M
5
BlackRock
BlackRock
New York
+$132M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$407M
2
GQG Partners
GQG Partners
Florida
-$316M
3
ECU
Egerton Capital (UK)
United Kingdom
-$298M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$235M
5
AAMU
Amundi Asset Management US
Massachusetts
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
751
Coldstream Capital Management
Washington
$320K +$47.7K +499 +18%
WAM
752
Weatherly Asset Management
California
$318K -$12K -125 -4%
KA
753
Kovack Advisors
Florida
$317K -$3.64K -38 -1%
MSFS
754
Main Street Financial Solutions
Pennsylvania
$317K -$1.72K -18 -0.5%
GLA
755
Great Lakes Advisors
Illinois
$317K +$574 +6 +0.2%
Los Angeles Capital Management
756
Los Angeles Capital Management
California
$314K -$22K -230 -7%
TI
757
Tidal Investments
Wisconsin
$314K +$83.9K +879 +36%
BCA
758
Berman Capital Advisors
Georgia
$314K +$231K +2,428 +279%
WCWM
759
Willow Creek Wealth Management
California
$312K – – –
CFFP
760
Center for Financial Planning
Michigan
$312K – – –
CI Investments Inc
761
CI Investments Inc
Ontario, Canada
$308K -$99K -1,037 -24%
SFG
762
SevenBridge Financial Group
Pennsylvania
$308K -$23.9K -250 -7%
DACG
763
Donor Advised Charitable Giving
California
$306K – – –
BEI
764
Benjamin Edwards Inc
Missouri
$302K -$11K -115 -4%
JWCA
765
J.W. Coons Advisors
Ohio
$301K -$23.9K -250 -7%
WIC
766
Woodmont Investment Counsel
Tennessee
$301K – – –
JFL
767
Jarislowsky, Fraser Ltd
Quebec, Canada
$301K +$301K +3,152 New
RWM
768
Ritholtz Wealth Management
New York
$299K +$23.8K +249 +9%
AAS
769
Avantax Advisory Services
Texas
$297K +$16.1K +170 +6%
CRWM
770
Castle Rock Wealth Management
California
$295K +$20.3K +203 +7%
DWA
771
Douglass Winthrop Advisors
New York
$294K -$9.08K -95 -3%
GC
772
Gilbert & Cook
Iowa
$293K +$33.1K +346 +13%
ACM
773
Ativo Capital Management
Illinois
$291K -$2.39K -25 -0.8%
NL
774
NWAM LLC
Washington
$291K +$44.6K +466 +18%
PCM
775
Prelude Capital Management
New York
$289K +$289K +3,024 New
29 30
31
32 33