We are live on ! Find out more
PGR icon

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
M
776
Mirova
France
$57K +$14.2K +197 +33%
QCG
777
Quadrant Capital Group
Ohio
$54K -$34.2K -474 -35%
SIAS
778
Shine Investment Advisory Services
Colorado
$54K -$9.59K -133 -15%
EP
779
Eudaimonia Partners
Tennessee
$53K +$52.3K +726 New
HPC
780
HM Payson & Co
Maine
$52K -$4.33K -60 -8%
PO
781
Private Ocean
California
$48K +$32.4K +450 +225%
TI
782
tru Independence
Oregon
$47K +$46.2K +641 New
CFA
783
Carroll Financial Associates
North Carolina
$46K +$9.8K +136 +27%
SCM
784
Silvant Capital Management
Georgia
$45K
LC
785
Lindbrook Capital
California
$41K -$2.31K -32 -5%
GDP
786
Great Diamond Partners
Maine
$40K +$39.9K +553 New
SQA
787
Simon Quick Advisors
New Jersey
$38K +$32K +444 +562%
WTC
788
WhitTier Trust Company
Nevada
$36K -$9.01K -125 -20%
MA
789
MCF Advisors
Kentucky
$36K
RWA
790
Ropes Wealth Advisors
Massachusetts
$35K
TL
791
TrueWealth LLC
Georgia
$35K +$3.03K +42 +9%
VEA
792
Virtus ETF Advisers
New York
$33K -$4.33K -60 -12%
FRA
793
Front Row Advisors
California
$33K
SIM
794
Sonora Investment Management
Arizona
$33K
WAP
795
Wealthcare Advisory Partners
Pennsylvania
$33K
FP
796
Financial Perspectives
Minnesota
$32.9K +$32.8K +455 New
GWS
797
Glassman Wealth Services
Virginia
$32K +$216 +3 +0.7%
WLPWM
798
Walled Lake Planning & Wealth Management
Illinois
$32K +$31.9K +442 New
BCA
799
Berman Capital Advisors
Georgia
$30K +$72 +1 +0.2%
JGIA
800
Jackson Grant Investment Advisers
Connecticut
$26K

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.