We are live on ! Find out more
PGR icon

Progressive

992 hedge funds and large institutions have $45.6B invested in Progressive in 2021 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 401 increasing their positions, 371 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 84

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

8% more repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 371

1% more funds holding

Funds holding: 986992 (+6)

0.16% more ownership

Funds ownership: 82.06%82.22% (+0.16%)

4% less capital invested

Capital invested by funds: $47.5B → $45.6B (-$1.84B)

29% less call options, than puts

Call options by funds: $104M | Put options by funds: $145M

Holders
992
Holders Change
+6
Holders Change %
+0.61%
% of All Funds
17.42%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.61%
New
98
Increased
401
Reduced
371
Closed
84
Calls
$104M
Puts
$145M
Net Calls
-$41.5M
Net Calls Change
+$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
826
Stockman Wealth Management
Montana
$213K
PIA
827
Perennial Investment Advisors
California
$213K +$13.4K +147 +7%
KPWS
828
Kestra Private Wealth Services
Texas
$213K +$202K +2,227 New
TCOV
829
Trust Company of Vermont
Vermont
$211K -$96.8K -1,065 -33%
CAM
830
Campion Asset Management
Virginia
$211K +$201K +2,210 New
MA
831
MUFG Americas
New York
$207K -$2.18K -24 -1%
GSIS
832
Global Strategic Investment Solutions
Arizona
$207K +$196K +2,160 New
LB
833
Leo Brokerage
Texas
$207K +$197K +2,169 New
LA
834
Legacy Advisors
Pennsylvania
$205K +$194K +2,140 New
MCM
835
Manchester Capital Management
Vermont
$203K -$1.36K -15 -0.7%
DLA
836
Douglas Lane & Associates
New York
$201K
IWC
837
Integrated Wealth Concepts
Massachusetts
$201K +$5.91K +65 +3%
FMT
838
First Mercantile Trust
Tennessee
$199K -$17.2K -189 -8%
T
839
TOBAM
France
$191K
CAL
840
Capital Analysts LLC
Pennsylvania
$187K +$90.9K +1,000 +104%
QCG
841
Quadrant Capital Group
Ohio
$179K +$19.6K +216 +13%
KC
842
Knuff & Co
California
$176K
IAIM
843
International Assets Investment Management
Florida
$176K +$107K +1,181 +184%
HFA
844
HC Financial Advisors
California
$174K
PI
845
PEAK6 Investments
Illinois
$171K -$1.55M -17,073 -91%
AF
846
Allworth Financial
California
$170K +$4.91K +54 +3%
ST
847
Smithfield Trust
Pennsylvania
$161K -$12.7K -140 -8%
BFEC
848
Benjamin F. Edwards & Company
Missouri
$161K +$3.73K +41 +2%
GLLW
849
Graves Light Lenhart Wealth
Virginia
$153K +$636 +7 +0.4%
TC
850
Tacita Capital
Ontario, Canada
$153K +$50.4K +555 +53%

PGR Hedge Fund Activity: Q1 2021 in Review

992 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q1 2021, worth a combined $45.6B — down 3.9% from $47.5B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new PGR positions and 84 closed out — a net gain of 14 holders — while 401 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $755M. The largest seller was Wellington Management Group, cutting an estimated $387M.

  • 992 institutional investors held Progressive (PGR) as of Q1 2021, up from 986 in Q4 2020.
  • Funds reported $45.6B of Progressive stock for Q1 2021, down 3.9% quarter-over-quarter.
  • 98 funds opened new Progressive positions in Q1 2021 and 84 closed out, a net change of +14 holders.
  • The largest Progressive buyer in Q1 2021 was Massachusetts Financial Services, an estimated $755M added.
  • The largest Progressive seller in Q1 2021 was Wellington Management Group, an estimated $387M sold.

Based on aggregated 13F filings for Q1 2021.