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Progressive
PGR

Overview Fund Activity

997 hedge funds and large institutions have $47.4B invested in Progressive in 2021 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 400 increasing their positions, 363 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+10
Holders Change %
+1.01%
% of All Funds
17.41%
Holding in Top 10
28
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20%
% of All Funds
0.49%
New
85
Increased
400
Reduced
363
Closed
67
Calls
$152M
Puts
$182M
Net Calls
-$30.1M
Net Calls Change
+$11.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$404M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$403M
3
LCOV
London Company of Virginia
Virginia
+$199M
4
Bank of America
Bank of America
North Carolina
+$171M
5
Capital World Investors
Capital World Investors
California
+$92.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$235M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$221M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$178M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$99.7M
5
Wells Fargo
Wells Fargo
California
-$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
876
Castleview Partners
Texas
$71K +$71K +719 New
HI
877
Harbour Investments
Wisconsin
$70K +$7.36K +75 +12%
EFSCE
878
Enterprise Financial Services Corp (EFSC)
Missouri
$67K -$394 -4 -0.6%
JGIA
879
Jackson Grant Investment Advisers
Connecticut
$65K +$3.56K +36 +6%
FHC
880
First Horizon Corporation
Tennessee
$62K -$879 -9 -1%
PCH
881
Polar Capital Holdings
United Kingdom
$60.9K – – –
SCM
882
Silvant Capital Management
Georgia
$60K – – –
SNT
883
Security National Trust
West Virginia
$59K – – –
FHA
884
First Horizon Advisors
Tennessee
$58K -$10.7K -113 -16%
SFO
885
Standard Family Office
South Dakota
$57K – – –
FWM
886
Focused Wealth Management
New York
$57K +$293 +3 +0.5%
LC
887
Lindbrook Capital
California
$56K -$3.8K -39 -6%
FRA
888
Front Row Advisors
California
$56K -$2.71K -28 -5%
MPWT
889
MassMutual Private Wealth & Trust
Connecticut
$55K +$15.8K +161 +40%
BWA
890
BDO Wealth Advisors
Florida
$54K – – –
MA
891
Montag & Associates
Georgia
$54K – – –
WTC
892
WhitTier Trust Company
Nevada
$52K +$47.1K +480 +960%
CFO
893
CVA Family Office
Colorado
$49K +$14.1K +143 +40%
PMFA
894
Plante Moran Financial Advisors
Michigan
$48K +$29.3K +300 +157%
PP
895
PrairieView Partners
Minnesota
$47K – – –
WLPWM
896
Walled Lake Planning & Wealth Management
Illinois
$45K – – –
ZB
897
Zions Bancorporation
Utah
$44K -$9.22K -93 -17%
SFP
898
Sterling Financial Planning
New Jersey
$44K +$39.5K +400 +870%
SQA
899
Simon Quick Advisors
New Jersey
$42K – – –
WP
900
WealthShield Partners
North Carolina
$42K – – –
34 35
36
37 38