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Progressive

986 hedge funds and large institutions have $47.5B invested in Progressive in 2020 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 376 increasing their positions, 357 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 75

4% more funds holding

Funds holding: 950986 (+36)

5% more repeat investments, than reductions

Existing positions increased: 376 | Existing positions reduced: 357

4% more capital invested

Capital invested by funds: $45.7B → $47.5B (+$1.8B)

0.64% less ownership

Funds ownership: 82.7%82.06% (-0.64%)

26% less funds holding in top 10

Funds holding in top 10: 4634 (-12)

28% less call options, than puts

Call options by funds: $162M | Put options by funds: $224M

Holders
986
Holders Change
+36
Holders Change %
+3.79%
% of All Funds
17.45%
Holding in Top 10
34
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.09%
% of All Funds
0.6%
New
126
Increased
376
Reduced
357
Closed
75
Calls
$162M
Puts
$224M
Net Calls
-$62.1M
Net Calls Change
-$73.8M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
776
Quest Capital Management
Texas
$270K +$18.4K +195 +8%
LWAM
777
Legacy Wealth Asset Management
Minnesota
$270K +$259K +2,734 New
GC
778
Gilbert & Cook
Iowa
$268K +$257K +2,718 New
OWA
779
One Wealth Advisors
California
$266K +$254K +2,686 New
WP
780
WMS Partners
Maryland
$262K -$72.3K -764 -22%
W
781
WealthStone
Ohio
$258K +$11.3K +119 +5%
MNBTD
782
Moody National Bank Trust Division
Texas
$258K +$31K +328 +14%
NL
783
NWAM LLC
Washington
$255K +$244K +2,575 New
MC
784
Moors & Cabot
Massachusetts
$254K +$23.8K +252 +11%
PI
785
Putnam Investments
Massachusetts
$253K -$98.5K -1,041 -29%
HTC
786
Haverford Trust Company
Pennsylvania
$253K
OWM
787
Orgel Wealth Management
Wisconsin
$253K
CRWM
788
Castle Rock Wealth Management
California
$253K +$260K +2,744 New
BPA
789
Beacon Pointe Advisors
California
$252K +$10.8K +114 +5%
GAB
790
German American Bancorp
Indiana
$250K
CPC
791
Cookson Peirce & Co
Pennsylvania
$250K +$9.65K +102 +4%
Jacobs Levy Equity Management
792
Jacobs Levy Equity Management
New Jersey
$250K +$239K +2,526 New
FHA
793
Flagship Harbor Advisors
Massachusetts
$247K -$4.26K -45 -2%
PCG
794
Private Capital Group
Connecticut
$245K +$17.6K +186 +8%
BJL
795
Brighton Jones LLC
Washington
$242K +$232K +2,450 New
OQS
796
Occudo Quantitative Strategies
Florida
$242K +$232K +2,450 New
TI
797
Tidal Investments
Wisconsin
$238K +$228K +2,409 New
CS
798
Cannell & Spears
New York
$236K -$15.3K -162 -6%
RFN
799
RDA Financial Network
Iowa
$234K +$6.15K +65 +3%
CA
800
Cortland Associates
Missouri
$233K -$7.09K -75 -3%

PGR Hedge Fund Activity: Q4 2020 in Review

986 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q4 2020, worth a combined $47.5B — up 3.9% from $45.7B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new PGR positions and 75 closed out — a net gain of 51 holders — while 376 added to existing stakes and 357 trimmed.

The largest buyer was AustralianSuper, opening a new position worth an estimated $202M. The largest seller was Wellington Management Group, cutting an estimated $429M.

  • 986 institutional investors held Progressive (PGR) as of Q4 2020, up from 950 in Q3 2020.
  • Funds reported $47.5B of Progressive stock for Q4 2020, up 3.9% quarter-over-quarter.
  • 126 funds opened new Progressive positions in Q4 2020 and 75 closed out, a net change of +51 holders.
  • The largest Progressive buyer in Q4 2020 was AustralianSuper, an estimated $202M added.
  • The largest Progressive seller in Q4 2020 was Wellington Management Group, an estimated $429M sold.

Based on aggregated 13F filings for Q4 2020.