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Progressive
PGR

Overview Fund Activity

881 hedge funds and large institutions have $33.8B invested in Progressive in 2019 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 295 increasing their positions, 360 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
881
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
17.4%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.51%
New
114
Increased
295
Reduced
360
Closed
96
Calls
$177M
Puts
$133M
Net Calls
+$44.5M
Net Calls Change
+$76.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.23B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.26B
3
EC
Eminence Capital
New York
$175M
4
AAMU
Amundi Asset Management US
Massachusetts
$548M
5
Citadel Advisors
Citadel Advisors
Florida
$160M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$127M
2
Artisan Partners
Artisan Partners
Wisconsin
$528M
3
Allianz Asset Management
Allianz Asset Management
Germany
$290M
4
Invesco
Invesco
Georgia
$219M
5
Bank of America
Bank of America
North Carolina
$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
851
Howe & Rusling
New York
$7K +$1.6K +22 +30%
EWA
852
Evolution Wealth Advisors
Florida
$7K +$7K +103 New
EWP
853
Engrave Wealth Partners
Texas
$7K +$7K +108 New
PMAM
854
Picton Mahoney Asset Management
Ontario, Canada
$6K -$18.9M -252,500 -100%
GC
855
Globeflex Capital
California
$6K – – –
SC
856
Solstein Capital
California
$6K +$6K +80 New
IAS
857
IMA Advisory Services
Colorado
$5K – – –
TFA
858
Tobias Financial Advisors
Florida
$5K +$5K +75 New
HGWM
859
Harvest Group Wealth Management
Massachusetts
$4K -$12.8K -205 -76%
BL
860
Balentine LLC
Georgia
$4K -$2.43K -34 -38%
LWANC
861
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
WCM
862
Wealthcare Capital Management
Virginia
$4K +$4K +55 New
GWMIA
863
Global Wealth Management Investment Advisory
Florida
$3K -$698 -10 -19%
SF
864
Synovus Financial
Georgia
$3K – – –
DAM
865
Delta Asset Management
Tennessee
$3K +$3K +40 New
SIC
866
Samalin Investment Counsel
New York
$3K +$3K +49 New
ED
867
Exane Derivatives
France
$2.2K – – –
TRCT
868
Tower Research Capital (TRC)
New York
$2K -$905K -9,507 -100%
JWA
869
JFS Wealth Advisors
Pennsylvania
$2K – – –
BWM
870
BerganKDV Wealth Management
Minnesota
$2K +$867 +13 +76%
PW
871
Price Wealth
Texas
$1K -$2.83K -51 -74%
EI
872
Ellevest Inc
New York
$1K -$357 -5 -26%
APC
873
Aspire Private Capital
North Carolina
$1K – – –
PWP
874
Personal Wealth Partners
Minnesota
$1K – – –
AWM
875
Atticus Wealth Management
Florida
$1K +$1K +15 New
33 34
35
36 37