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Progressive
PGR

Overview Fund Activity

987 hedge funds and large institutions have $45.6B invested in Progressive in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 400 increasing their positions, 369 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
+5
Holders Change %
+0.51%
% of All Funds
17.38%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.62%
New
97
Increased
400
Reduced
369
Closed
84
Calls
$104M
Puts
$145M
Net Calls
-$41.5M
Net Calls Change
+$20.5M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$796M
2
Capital World Investors
2
Capital World Investors
California
$932M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$516M
4
Bank of America
4
Bank of America
North Carolina
$507M
5
BlackRock
5
BlackRock
New York
$4.36B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.85B
2
GQG Partners
2
GQG Partners
Florida
$85M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$894M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
876
Atticus Wealth Management
Florida
$58K -$190 -2 -0.3%
SNT
877
Security National Trust
West Virginia
$57K – – –
SFO
878
Standard Family Office
South Dakota
$56K -$75.2K -783 -57%
FWM
879
Focused Wealth Management
New York
$55K +$36.7K +387 +201%
MA
880
Montag & Associates
Georgia
$53K -$8.77K -91 -14%
BWA
881
BDO Wealth Advisors
Florida
$53K +$38.8K +406 +274%
APP
882
Alpha Paradigm Partners
Illinois
$53K +$53K +559 New
ZB
883
Zions Bancorporation
Utah
$51K +$14.5K +153 +40%
MA
884
MCF Advisors
Kentucky
$48K – – –
PP
885
PrairieView Partners
Minnesota
$46K – – –
WLPWM
886
Walled Lake Planning & Wealth Management
Illinois
$44K +$1.05K +11 +2%
KFP
887
KB Financial Partners
New Jersey
$44K +$44K +456 New
WP
888
WealthShield Partners
North Carolina
$41K -$243K -2,550 -86%
SQA
889
Simon Quick Advisors
New Jersey
$41K +$1.89K +20 +5%
APC
890
Aspire Private Capital
North Carolina
$40K +$31.4K +332 +365%
FFC
891
First Financial Corp
Indiana
$39K – – –
BWM
892
Baystate Wealth Management
Massachusetts
$39K +$1.82K +19 +5%
MPWT
893
MassMutual Private Wealth & Trust
Connecticut
$38K +$20.8K +218 +121%
AWA
894
Arkadios Wealth Advisors
Georgia
$38K +$30.5K +319 +409%
TFO
895
Tarbox Family Office
California
$35K -$95 -1 -0.3%
EP
896
Eudaimonia Partners
Tennessee
$35K +$9.2K +97 +36%
TWA
897
TCI Wealth Advisors
Arizona
$34K -$8.14K -85 -19%
GAM
898
Gemmer Asset Management
California
$34K – – –
MWC
899
MBM Wealth Consultants
Missouri
$34K +$22.3K +235 +191%
CFO
900
CVA Family Office
Colorado
$34K +$34K +355 New
34 35
36
37 38