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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
TIAM2
851
Tru Independence Asset Management 2
Oregon
$115K +$110K +1,160 New
LWCFA
852
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$109K
TC
853
Tacita Capital
Ontario, Canada
$104K +$99.1K +1,048 New
GEA
854
Glen Eagle Advisors
New Jersey
$101K -$12.4K -131 -11%
RWA
855
Ropes Wealth Advisors
Massachusetts
$96K +$568 +6 +0.6%
CAL
856
Capital Analysts LLC
Pennsylvania
$95K
CFGS
857
Concourse Financial Group Securities
Alabama
$85K -$138K -1,458 -63%
BCA
858
Berman Capital Advisors
Georgia
$85K +$12.5K +132 +18%
GWM
859
Geneos Wealth Management
Colorado
$85K +$71K +750 +294%
VCG
860
Vantage Consulting Group
Virginia
$83K +$79.1K +836 New
CCA
861
Column Capital Advisors
Indiana
$82K
GWS
862
Glassman Wealth Services
Virginia
$71K +$3.03K +32 +5%
FHA
863
First Horizon Advisors
Tennessee
$70K -$2.74K -29 -4%
HGWM
864
Harvest Group Wealth Management
Massachusetts
$67K +$16K +169 +33%
PWM
865
Perigon Wealth Management
California
$67K +$64.3K +680 New
FHC
866
First Horizon Corporation
Tennessee
$66K +$16.3K +172 +35%
EFSCE
867
Enterprise Financial Services Corp (EFSC)
Missouri
$64K +$1.14K +12 +2%
IAIM
868
International Assets Investment Management
Florida
$63K +$60.6K +641 New
MA
869
Montag & Associates
Georgia
$63K +$60.6K +641 New
CMBA
870
C.M. Bidwell & Associates
Hawaii
$62K -$65.9K -697 -53%
FRA
871
Front Row Advisors
California
$62K -$2.55K -27 -4%
CAAS
872
Capital Asset Advisory Services
Michigan
$62K +$59K +624 New
SCM
873
Silvant Capital Management
Georgia
$61K
AWM
874
Atticus Wealth Management
Florida
$60K
CFA
875
Carroll Financial Associates
North Carolina
$60K +$12.8K +135 +28%

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.