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 %
ACM
776
Allred Capital Management
Texas
$292K +$4.71K +48 +2%
SCM
777
Stonehearth Capital Management
Massachusetts
$290K -$149K -1,513 -34%
PWPS
778
Pinnacle Wealth Planning Services
Ohio
$290K +$290K +2,957 New
JSL
779
JT Stratford LLC
Georgia
$288K -$781K -7,946 -73%
WAM
780
Weatherly Asset Management
California
$287K -$39.2K -400 -12%
LOAMS
781
Lombard Odier Asset Management (Switzerland)
Switzerland
$286K -$341K -3,471 -54%
DC
782
Davenport & Co
Virginia
$284K +$284K +2,891 New
BWP
783
Baldwin Wealth Partners
Massachusetts
$283K – – –
MC
784
Moors & Cabot
Massachusetts
$280K -$10.9K -111 -4%
Jones Financial Companies
785
Jones Financial Companies
Missouri
$278K -$6.88K -70 -2%
CB
786
CNB Bank
Pennsylvania
$276K -$6.98K -71 -2%
FLPIM
787
F.L. Putnam Investment Management
Massachusetts
$274K +$491 +5 +0.2%
RIA
788
Realta Investment Advisors
Delaware
$273K +$1.08K +11 +0.4%
JF
789
JSF Financial
California
$271K +$32.5K +331 +14%
WP
790
WMS Partners
Maryland
$264K +$3.93K +40 +2%
CCG
791
Cypress Capital Group
Florida
$259K +$32.7K +333 +14%
BDF
792
Balasa Dinverno & Foltz
$256K +$29.9K +305 +13%
CWM
793
Chesapeake Wealth Management
Virginia
$251K -$23.4K -238 -9%
HTC
794
Haverford Trust Company
Pennsylvania
$251K – – –
BC
795
Bridgefront Capital
Texas
$250K +$250K +2,549 New
CPC
796
Cookson Peirce & Co
Pennsylvania
$248K – – –
OWM
797
Orgel Wealth Management
Wisconsin
$247K -$292K -1,417 -54%
BL
798
Balentine LLC
Georgia
$246K +$246K +2,500 New
MAFM
799
Mid Atlantic Financial Management
Pennsylvania
$244K -$10.9K -111 -4%
MYLI
800
Meiji Yasuda Life Insurance
Japan
$242K -$31K -316 -11%
30 31
32
33 34