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Progressive

1,002 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, 404 increasing their positions, 363 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 67

11% more repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 363

1.15% more ownership

Funds ownership: 82.22%83.38% (+1.2%)

1% more funds holding

Funds holding: 9921,002 (+10)

4% more capital invested

Capital invested by funds: $45.6B → $47.4B (+$1.82B)

17% less call options, than puts

Call options by funds: $152M | Put options by funds: $182M

20% less funds holding in top 10

Funds holding in top 10: 3528 (-7)

Holders
1,002
Holders Change
+10
Holders Change %
+1.01%
% of All Funds
17.44%
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
404
Reduced
363
Closed
67
Calls
$152M
Puts
$182M
Net Calls
-$30.1M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
901
Zions Bancorporation
Utah
$44K -$9.2K -93 -17%
SFP
902
Sterling Financial Planning
New Jersey
$44K +$39.6K +400 +870%
SQA
903
Simon Quick Advisors
New Jersey
$42K
WP
904
WealthShield Partners
North Carolina
$42K
FFC
905
First Financial Corp
Indiana
$41K
KFP
906
KB Financial Partners
New Jersey
$40K -$5.14K -52 -11%
CWP
907
Concord Wealth Partners
Virginia
$40K +$11.9K +120 +42%
BWM
908
Baystate Wealth Management
Massachusetts
$39K -$692 -7 -2%
TFO
909
Tarbox Family Office
California
$36K
MWC
910
MBM Wealth Consultants
Missouri
$35K
TWA
911
TCI Wealth Advisors
Arizona
$35K
GAM
912
Gemmer Asset Management
California
$35K +$593 +6 +2%
NFSG
913
Newbridge Financial Services Group
Florida
$34K
PGAM
914
Princeton Global Asset Management
New Jersey
$34K
SB
915
Strategic Blueprint
Georgia
$34K +$34K +344 New
FMII
916
Farmers & Merchants Investments Inc
Nebraska
$30K
CT
917
Caldwell Trust
Florida
$29.5K
AA
918
AlphaMark Advisors
Kentucky
$29K +$2.47K +25 +9%
WWMSC
919
Wagner Wealth Management (South Carolina)
South Carolina
$29K +$20.4K +206 +222%
WT
920
Washington Trust
Rhode Island
$28K -$3.46K -35 -11%
NIM
921
NuWave Investment Management
New Jersey
$27K +$26.7K +270 New
EWA
922
Evolution Wealth Advisors
Florida
$26K -$4.35K -44 -14%
CFA
923
Carroll Financial Associates
North Carolina
$25K -$36.8K -372 -59%
HCP
924
Hexagon Capital Partners
Arkansas
$24K -$3.07K -31 -11%
AIG
925
American International Group
New York
$23K -$80.9K -818 -0.3%

PGR Hedge Fund Activity: Q2 2021 in Review

1,002 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q2 2021, worth a combined $47.4B — up 4% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PGR positions and 67 closed out — a net gain of 18 holders — while 404 added to existing stakes and 363 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $406M. The largest seller was Invesco, cutting an estimated $236M.

  • 1,002 institutional investors held Progressive (PGR) as of Q2 2021, up from 992 in Q1 2021.
  • Funds reported $47.4B of Progressive stock for Q2 2021, up 4% quarter-over-quarter.
  • 85 funds opened new Progressive positions in Q2 2021 and 67 closed out, a net change of +18 holders.
  • The largest Progressive buyer in Q2 2021 was JP Morgan Chase, an estimated $406M added.
  • The largest Progressive seller in Q2 2021 was Invesco, an estimated $236M sold.

Based on aggregated 13F filings for Q2 2021.