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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
JF
801
JSF Financial
California
$233K +$223K +2,359 New
PBO
802
Peoples Bank (Ohio)
Ohio
$230K -$8.32K -88 -4%
TCM
803
Teza Capital Management
Illinois
$229K -$215K -2,276 -50%
UIA
804
UBP Investment Advisors
Switzerland
$229K +$9.08K +96 +4%
HIA
805
Harbor Investment Advisory
Maryland
$229K +$50.2K +531 +30%
WAS
806
Wealth Advisory Solutions
Indiana
$228K +$218K +2,307 New
9WM
807
9258 Wealth Management
Ohio
$224K -$2.55K -27 -1%
FMT
808
First Mercantile Trust
Tennessee
$224K +$5.96K +63 +3%
SG
809
StoneX Group
New York
$223K +$1.8K +19 +0.9%
1WA
810
180 Wealth Advisors
Washington
$223K +$2.27K +24 +1%
VFA
811
Valeo Financial Advisors
Indiana
$222K +$13.7K +145 +7%
PAMP
812
Polar Asset Management Partners
Ontario, Canada
$222K +$213K +2,250 New
SWM
813
Stockman Wealth Management
Montana
$221K
VHAM
814
Van Hulzen Asset Management
California
$217K -$95 -1 -0%
MA
815
MUFG Americas
New York
$217K +$2.27K +24 +1%
ATWA
816
Arbor Trust Wealth Advisors
Michigan
$213K -$66.2K -700 -25%
QP
817
Quilter Plc
United Kingdom
$213K
MCM
818
Manchester Capital Management
Vermont
$212K +$1.14K +12 +0.6%
CCG
819
Cypress Capital Group
Florida
$210K -$43.1K -456 -18%
TA
820
Tiedemann Advisors
New York
$209K +$201K +2,122 New
DLA
821
Douglas Lane & Associates
New York
$208K -$1.23K -13 -0.6%
1SB
822
1ST Source Bank
Indiana
$207K -$9.46K -100 -5%
6M
823
6 Meridian
Kansas
$207K -$3.31K -35 -2%
RCG
824
Ruane, Cunniff & Goldfarb
New York
$205K +$196K +2,076 New
PIA
825
Perennial Investment Advisors
California
$205K +$196K +2,077 New

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.