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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
CIP
826
Convergence Investment Partners
Florida
$203K +$195K +2,057 New
IWC
827
Integrated Wealth Concepts
Massachusetts
$202K -$16.6K -176 -8%
T
828
TOBAM
France
$198K
NSIM
829
North Star Investment Management
Illinois
$193K
DC
830
Davenport & Co
Virginia
$192K +$193K +2,042 New
BAM
831
Belpointe Asset Management
Nevada
$187K -$482K -5,096 -73%
AAP
832
Arax Advisory Partners
Colorado
$185K +$31.4K +332 +22%
KC
833
Knuff & Co
California
$183K +$2.84K +30 +2%
ST
834
Smithfield Trust
Pennsylvania
$181K +$10.4K +110 +6%
HFA
835
HC Financial Advisors
California
$180K +$62.6K +662 +57%
AF
836
Allworth Financial
California
$170K +$189 +2 +0.1%
QCG
837
Quadrant Capital Group
Ohio
$164K -$9.37K -99 -6%
BFEC
838
Benjamin F. Edwards & Company
Missouri
$163K +$28.8K +304 +23%
PWPS
839
Pinnacle Wealth Planning Services
Ohio
$161K +$154K +1,625 New
HI
840
Hudock Inc
Pennsylvania
$160K +$2.65K +28 +2%
ICP
841
Interchange Capital Partners
Pennsylvania
$158K +$151K +1,599 New
GLLW
842
Graves Light Lenhart Wealth
Virginia
$157K +$150K +1,590 New
LTI
843
Laffer Tengler Investments
Tennessee
$149K
EA
844
Elm Advisors
California
$148K +$142K +1,500 New
SC
845
Steph & Co
Wisconsin
$142K -$66.5K -703 -33%
SFO
846
Standard Family Office
South Dakota
$135K +$129K +1,366 New
FPFS
847
First Personal Financial Services
North Carolina
$134K
SAI
848
Systematic Alpha Investments
New Jersey
$124K +$119K +1,257 New
GRP
849
Global Retirement Partners
California
$123K
AA
850
AlphaCentric Advisors
Puerto Rico
$119K +$114K +1,201 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.