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Progressive
PGR

1,056 hedge funds and large institutions have $49.6B invested in Progressive in 2021 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 362 increasing their positions, 390 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 72

40% more funds holding in top 10

Funds holding in top 10: 25 → 35 (+10)

13% more capital invested

Capital invested by funds: $44B → $49.6B (+$5.67B)

7% more funds holding

Funds holding: 983 → 1,056 (+73)

0.54% more ownership

Funds ownership: 83.84% → 84.38% (+0.54%)

7% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 390

16% less call options, than puts

Call options by funds: $193M | Put options by funds: $228M

Holders
1,056
Holders Change
+73
Holders Change %
+7.43%
% of All Funds
16.25%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.54%
New
163
Increased
362
Reduced
390
Closed
72
Calls
$193M
Puts
$228M
Net Calls
-$35.5M
Net Calls Change
-$110M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$421M
2
Victory Capital Management
Victory Capital Management
Texas
+$224M
3
BlackRock
BlackRock
New York
+$133M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$115M
5
CVA
Ceredex Value Advisors
Florida
+$97.6M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$220M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
3
PG
Pendal Group
Australia
-$150M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$76.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$71.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRIA
776
Trail Ridge Investment Advisors
Colorado
$352K +$327K +3,426 New
BBHC
777
Brown Brothers Harriman & Co
New York
$347K +$21.9M +229,114 +7%
YC
778
Yarbrough Capital
Tennessee
$346K +$322K +3,374 New
CRWM
779
Castle Rock Wealth Management
California
$343K +$1.05K +11 +0.3%
KA
780
Kovack Advisors
Florida
$338K – – –
FLPIM
781
F.L. Putnam Investment Management
Massachusetts
$338K +$35.8K +375 +13%
PCS
782
Personal CFO Solutions
New Jersey
$336K +$313K +3,276 New
CFFP
783
Center for Financial Planning
Michigan
$335K – – –
WCWM
784
Willow Creek Wealth Management
California
$335K – – –
MA
785
MUFG Americas
New York
$335K +$8.3K +87 +3%
CIAS
786
Capital Investment Advisory Services
North Carolina
$332K +$668 +7 +0.2%
TCM
787
Tran Capital Management
California
$327K -$60.1K -630 -17%
Verition Fund Management
788
Verition Fund Management
Connecticut
$324K +$302K +3,160 New
WIC
789
Woodmont Investment Counsel
Tennessee
$323K – – –
GIA
790
Gateway Investment Advisers
Ohio
$321K -$31.5K -330 -10%
HWIS
791
Hancock Whitney Investment Services
Louisiana
$320K +$299K +3,130 New
TIM
792
Tortoise Investment Management
New York
$318K +$286K +3,000 +3,000%
PWPS
793
Pinnacle Wealth Planning Services
Ohio
$316K +$41.7K +437 +17%
SFG
794
SevenBridge Financial Group
Pennsylvania
$315K -$4.2K -44 -1%
MWM
795
Meridian Wealth Management
Kentucky
$313K -$14.9K -156 -5%
NL
796
NWAM LLC
Washington
$312K -$11.6K -122 -4%
WKWM
797
Walter & Keenan Wealth Management
Indiana
$311K – – –
CWM
798
Curi Wealth Management
North Carolina
$308K – – –
AAS
799
Ameritas Advisory Services
Nebraska
$306K +$285K +2,985 New
SCM
800
Stonehearth Capital Management
Massachusetts
$303K – – –
30 31
32
33 34

PGR Hedge Fund Activity: Q4 2021 in Review

1,056 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q4 2021, worth a combined $49.6B — up 13% from $44B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new PGR positions and 72 closed out — a net gain of 91 holders — while 362 added to existing stakes and 390 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $421M. The largest seller was Boston Partners, cutting an estimated $220M.

  • 1,056 institutional investors held Progressive (PGR) as of Q4 2021, up from 983 in Q3 2021.
  • Funds reported $49.6B of Progressive stock for Q4 2021, up 13% quarter-over-quarter.
  • 163 funds opened new Progressive positions in Q4 2021 and 72 closed out, a net change of +91 holders.
  • The largest Progressive buyer in Q4 2021 was JP Morgan Chase, an estimated $421M added.
  • The largest Progressive seller in Q4 2021 was Boston Partners, an estimated $220M sold.

Based on aggregated 13F filings for Q4 2021.