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Progressive

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: 2535 (+10)

13% more capital invested

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

7% more funds holding

Funds holding: 9831,056 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
801
J.W. Cole Advisors
Florida
$303K +$2.77K +29 +1%
WAM
802
Weatherly Asset Management
California
$300K
GSEP
803
Golden State Equity Partners
California
$296K +$276K +2,888 New
BWP
804
Baldwin Wealth Partners
Massachusetts
$295K
AG
805
AlphaSimPlex Group
Massachusetts
$294K -$188K -1,972 -41%
MC
806
Moors & Cabot
Massachusetts
$293K -$286K -2,999 -51%
ACM
807
Allred Capital Management
Texas
$291K +$3.06K +32 +1%
SWM
808
Spire Wealth Management
Virginia
$288K +$127K +1,330 +90%
WW
809
Waterfront Wealth
Kansas
$288K +$268K +2,806 New
RIA
810
Realta Investment Advisors
Delaware
$287K +$95 +1 +0%
APA
811
Astoria Portfolio Advisors
New York
$286K +$266K +2,791 New
ECM
812
Evergreen Capital Management
Washington
$284K +$265K +2,771 New
A
813
AustralianSuper
Australia
$282K +$754K +7,900 +0.3%
SICM
814
Sustainable Insight Capital Management
New York
$280K -$38.5K -403 -13%
TSWM
815
Tyler-Stone Wealth Management
Ohio
$279K +$259K +2,715 New
CWM
816
Congress Wealth Management
Massachusetts
$278K +$259K +2,711 New
BDF
817
Balasa Dinverno & Foltz
$277K -$66.5K -697 -21%
MMG
818
Monetary Management Group
Missouri
$277K
Walleye Trading
819
Walleye Trading
New York
$276K +$256K +2,684 New
AIM
820
Anchor Investment Management
South Carolina
$274K
EWM
821
Empirical Wealth Management
Washington
$273K -$133K -1,395 -34%
SWP
822
Strategic Wealth Partners
Ohio
$270K -$144K -1,509 -36%
IAIM
823
International Assets Investment Management
Florida
$270K +$251K +2,629 New
LOAMS
824
Lombard Odier Asset Management (Switzerland)
Switzerland
$268K +$249K +2,611 New
JCM
825
J2 Capital Management
Michigan
$266K +$247K +2,591 New

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.