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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
SNT
876
Security National Trust
West Virginia
$59K
LC
877
Lindbrook Capital
California
$55K +$1.51K +16 +3%
MA
878
MCF Advisors
Kentucky
$49K
PP
879
PrairieView Partners
Minnesota
$48K
WLPWM
880
Walled Lake Planning & Wealth Management
Illinois
$45K
TWA
881
TCI Wealth Advisors
Arizona
$44K +$662 +7 +2%
SQA
882
Simon Quick Advisors
New Jersey
$41K -$37.6K -397 -49%
FFC
883
First Financial Corp
Indiana
$41K -$4.63K -49 -11%
D
884
Diversified
Delaware
$41K +$41.2K +435 New
AWG
885
Altus Wealth Group
Colorado
$40K +$38.2K +404 New
BWM
886
Baystate Wealth Management
Massachusetts
$39K
ZB
887
Zions Bancorporation
Utah
$38K +$946 +10 +3%
TFO
888
Tarbox Family Office
California
$36K -$2.74K -29 -7%
GAM
889
Gemmer Asset Management
California
$35K
JGIA
890
Jackson Grant Investment Advisers
Connecticut
$35K
PGAM
891
Princeton Global Asset Management
New Jersey
$35K
CCA
892
Childress Capital Advisors
Texas
$35K +$33.3K +352 New
SLF
893
Sun Life Financial
Ontario, Canada
$34K -$378 -4 -1%
HPC
894
HM Payson & Co
Maine
$33K -$23.5K -248 -43%
WT
895
Washington Trust
Rhode Island
$33K -$95 -1 -0.3%
ME
896
McIlrath & Eck
Washington
$33K
FMII
897
Farmers & Merchants Investments Inc
Nebraska
$31K
NFSG
898
Newbridge Financial Services Group
Florida
$30K
CT
899
Caldwell Trust
Florida
$29.7K
AIM
900
Anchor Investment Management
South Carolina
$29.7K +$28.4K +300 New

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.