PGR icon

Progressive
PGR

Overview Fund Activity

997 hedge funds and large institutions have $47.4B invested in Progressive in 2021 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 400 increasing their positions, 363 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+10
Holders Change %
+1.01%
% of All Funds
17.41%
Holding in Top 10
28
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20%
% of All Funds
0.49%
New
85
Increased
400
Reduced
363
Closed
67
Calls
$152M
Puts
$182M
Net Calls
-$30.1M
Net Calls Change
+$11.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$404M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$403M
3
LCOV
London Company of Virginia
Virginia
+$199M
4
Bank of America
Bank of America
North Carolina
+$171M
5
Capital World Investors
Capital World Investors
California
+$92.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$235M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$221M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$178M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$99.7M
5
Wells Fargo
Wells Fargo
California
-$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
751
Ritholtz Wealth Management
New York
$334K +$26.6K +271 +9%
MWM
752
Meridian Wealth Management
Kentucky
$331K -$196K -2,000 -37%
CG
753
Cutler Group
California
$331K +$331K +3,375 New
SPC
754
Sigma Planning Corp
Michigan
$328K -$307K -3,129 -48%
CG
755
Caprock Group
Idaho
$325K +$32K +326 +11%
KA
756
Kovack Advisors
Florida
$324K -$1.47K -15 -0.5%
WCWM
757
Willow Creek Wealth Management
California
$321K – – –
EF
758
Empowered Funds
Pennsylvania
$321K +$321K +3,264 New
CFFP
759
Center for Financial Planning
Michigan
$320K – – –
SFG
760
SevenBridge Financial Group
Pennsylvania
$314K -$2.45K -25 -0.8%
DACG
761
Donor Advised Charitable Giving
California
$314K – – –
KPW
762
Kore Private Wealth
New York
$314K +$314K +3,200 New
PIM
763
Perpetual Investment Management
Australia
$314K +$314K +3,200 New
CC
764
Claybrook Capital
Massachusetts
$314K +$314K +3,201 New
BBHC
765
Brown Brothers Harriman & Co
New York
$313K +$25.2K +256,382 +9%
CC
766
Centiva Capital
New York
$313K +$313K +3,187 New
AIC
767
Ameritas Investment Company
Nebraska
$312K -$13.7M -11,453 -98%
QCM
768
Quest Capital Management
Texas
$312K +$80.3K +818 +35%
WIC
769
Woodmont Investment Counsel
Tennessee
$309K – – –
DWA
770
Douglass Winthrop Advisors
New York
$302K – – –
NL
771
NWAM LLC
Washington
$299K – – –
CRWM
772
Castle Rock Wealth Management
California
$296K +$12.3K +128 +4%
WKWM
773
Walter & Keenan Wealth Management
Indiana
$295K – – –
JWCA
774
J.W. Cole Advisors
Florida
$295K +$295K +2,999 New
ACM
775
Ativo Capital Management
Illinois
$293K -$6.39K -65 -2%
29 30
31
32 33