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Progressive
PGR

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: 25 → 35 (+10)

13% more capital invested

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

7% more funds holding

Funds holding: 983 → 1,056 (+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

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$421M
2
Victory Capital Management
Victory Capital Management
Texas
+$224M
3
BlackRock
BlackRock
New York
+$133M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$115M
5
CVA
Ceredex Value Advisors
Florida
+$97.6M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$220M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
3
PG
Pendal Group
Australia
-$150M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$76.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$71.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
826
Haverford Trust Company
Pennsylvania
$264K +$1.24K +13 +0.5%
MA
827
Mutual Advisors
Nebraska
$263K +$29.5K +309 +14%
B
828
Barings
North Carolina
$261K -$32K -335 -12%
BTWM
829
Baker Tilly Wealth Management
Wisconsin
$261K +$243K +2,545 New
BFPW
830
BOK Financial Private Wealth
Colorado
$260K +$242K +2,537 New
OWM
831
Orgel Wealth Management
Wisconsin
$258K – – –
PI
832
Putnam Investments
Massachusetts
$256K – – –
SIA
833
SkyView Investment Advisors
New Jersey
$255K +$725K +7,596 New
FF
834
FourThought Financial
Florida
$253K -$7.64K -80 -3%
CBA
835
Coastal Bridge Advisors
Connecticut
$249K +$236K +2,472 New
OPS
836
Orion Portfolio Solutions
Nebraska
$247K +$1.43K +15 +0.6%
HAIM
837
Hunter Associates Investment Management
Pennsylvania
$246K +$229K +2,400 New
CS
838
Cannell & Spears
New York
$245K – – –
RFN
839
RDA Financial Network
Iowa
$244K -$3.91K -41 -2%
GAM
840
Gotham Asset Management
New York
$242K +$225K +2,359 New
MME
841
Meag Munich Ergo
Germany
$241K – – –
VFA
842
Valeo Financial Advisors
Indiana
$241K +$224K +2,345 New
IA
843
IFG Advisory
Georgia
$240K +$2.86K +30 +1%
SIA
844
Schechter Investment Advisors
Michigan
$240K +$223K +2,337 New
JF
845
Jump Financial
Illinois
$239K +$221K +2,319 New
ICP
846
Interchange Capital Partners
Pennsylvania
$239K +$223K +2,333 New
CA
847
Cortland Associates
Missouri
$238K -$3.82K -40 -2%
SWM
848
Stockman Wealth Management
Montana
$238K +$8.78K +92 +4%
KFP
849
KB Financial Partners
New Jersey
$238K +$221K +2,319 New
TFS
850
Thoroughbred Financial Services
Tennessee
$236K -$1.62K -17 -0.7%
32 33
34
35 36

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.