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Progressive

884 hedge funds and large institutions have $33.8B invested in Progressive in 2019 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 295 increasing their positions, 361 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $177M | Put options by funds: $133M

20% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 96

0% more funds holding

Funds holding: 882884 (+2)

0.15% more ownership

Funds ownership: 79.79%79.93% (+0.15%)

6% less capital invested

Capital invested by funds: $35.9B → $33.8B (-$2.08B)

13% less funds holding in top 10

Funds holding in top 10: 3026 (-4)

18% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 361

Holders
884
Holders Change
+2
Holders Change %
+0.23%
% of All Funds
17.42%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.51%
New
115
Increased
295
Reduced
361
Closed
96
Calls
$177M
Puts
$133M
Net Calls
+$44.5M
Net Calls Change
+$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
826
Evoke Wealth
California
$12.5K -$433 -6 -3%
EFSCE
827
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
IF
828
Ironwood Financial
Arizona
$12K
BEI
829
Benjamin Edwards Inc
Missouri
$12K +$577 +8 +5%
RFWA
830
RPg Family Wealth Advisory
Massachusetts
$11.5K
CCM
831
Cribstone Capital Management
Maine
$11K -$5.41K -75 -33%
IRC
832
Investors Research Corp
Georgia
$11K
PMFA
833
Plante Moran Financial Advisors
Michigan
$10K -$25.4K -353 -73%
KPCM
834
Kings Point Capital Management
New York
$10K
SSB
835
Sandy Spring Bank
Maryland
$10K +$5.77K +80 +140%
CP
836
Corbenic Partners
Pennsylvania
$10K +$9.73K +135 New
CHA
837
Carmichael Hill & Associates
Maryland
$10K +$10K +139 New
FHA
838
First Horizon Advisors
Tennessee
$9K
MWC
839
MBM Wealth Consultants
Missouri
$9K
MPWT
840
MassMutual Private Wealth & Trust
Connecticut
$9K +$5.62K +78 +166%
VCM
841
Versant Capital Management
Arizona
$8K -$3.75K -52 -30%
BCI
842
Brinker Capital Investments
Pennsylvania
$8K -$216 -3 -3%
JFA
843
JNBA Financial Advisors
Minnesota
$8K
PFGIA
844
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$4.4K +61 +120%
PA
845
Procyon Advisors
Connecticut
$8K +$7.79K +108 New
AWA
846
Arkadios Wealth Advisors
Georgia
$7.46K +$6.42K +89 New
SCA
847
Stonebridge Capital Advisors
Minnesota
$7K -$12K -166 -64%
EWM
848
Endurance Wealth Management
Rhode Island
$7K
JCM
849
Jacobi Capital Management
Pennsylvania
$7K
KTC
850
Kistler-Tiffany Companies
Pennsylvania
$7K

PGR Hedge Fund Activity: Q4 2019 in Review

884 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q4 2019, worth a combined $33.8B — down 5.8% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new PGR positions and 96 closed out — a net gain of 19 holders — while 295 added to existing stakes and 361 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.12B. The largest seller was Fidelity Investments, cutting an estimated $379M.

  • 884 institutional investors held Progressive (PGR) as of Q4 2019, up from 882 in Q3 2019.
  • Funds reported $33.8B of Progressive stock for Q4 2019, down 5.8% quarter-over-quarter.
  • 115 funds opened new Progressive positions in Q4 2019 and 96 closed out, a net change of +19 holders.
  • The largest Progressive buyer in Q4 2019 was Wellington Management Group, an estimated $1.12B added.
  • The largest Progressive seller in Q4 2019 was Fidelity Investments, an estimated $379M sold.

Based on aggregated 13F filings for Q4 2019.