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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
LFG
851
LifePlan Financial Group
Ohio
$7K
SFSIG
852
San Francisco Sentry Investment Group
California
$7K
HR
853
Howe & Rusling
New York
$7K +$1.59K +22 +30%
EWA
854
Evolution Wealth Advisors
Florida
$7K +$7.42K +103 New
EWP
855
Engrave Wealth Partners
Texas
$7K +$7.79K +108 New
PMAM
856
Picton Mahoney Asset Management
Ontario, Canada
$6K -$18.2M -252,500 -100%
GC
857
Globeflex Capital
California
$6K
SC
858
Solstein Capital
California
$6K +$5.77K +80 New
IAS
859
IMA Advisory Services
Colorado
$5K
TFA
860
Tobias Financial Advisors
Florida
$5K +$5.41K +75 New
RWML
861
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$4.05K
HGWM
862
Harvest Group Wealth Management
Massachusetts
$4K -$14.8K -205 -76%
BL
863
Balentine LLC
Georgia
$4K -$2.45K -34 -38%
LWANC
864
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
WCM
865
Wealthcare Capital Management
Virginia
$4K +$3.96K +55 New
GWMIA
866
Global Wealth Management Investment Advisory
Florida
$3K -$721 -10 -19%
SF
867
Synovus Financial
Georgia
$3K
DAM
868
Delta Asset Management
Tennessee
$3K +$2.88K +40 New
SIC
869
Samalin Investment Counsel
New York
$3K +$3.53K +49 New
ED
870
Exane Derivatives
France
$2.19K
TRCT
871
Tower Research Capital (TRC)
New York
$2K -$685K -9,507 -100%
JWA
872
JFS Wealth Advisors
Pennsylvania
$2K
BWM
873
BerganKDV Wealth Management
Minnesota
$2K +$937 +13 +76%
PW
874
Price Wealth
Texas
$1K -$3.68K -51 -74%
EI
875
Ellevest Inc
New York
$1K -$360 -5 -26%

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.