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Progressive

1,056 hedge funds and large institutions have $49.6B invested in Progressive in 2021 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 362 increasing their positions, 390 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 72

40% more funds holding in top 10

Funds holding in top 10: 2535 (+10)

13% more capital invested

Capital invested by funds: $44B → $49.6B (+$5.67B)

7% more funds holding

Funds holding: 9831,056 (+73)

0.54% more ownership

Funds ownership: 83.84%84.38% (+0.54%)

7% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 390

16% less call options, than puts

Call options by funds: $193M | Put options by funds: $228M

Holders
1,056
Holders Change
+73
Holders Change %
+7.43%
% of All Funds
16.25%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.54%
New
163
Increased
362
Reduced
390
Closed
72
Calls
$193M
Puts
$228M
Net Calls
-$35.5M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
901
Graves Light Lenhart Wealth
Virginia
$143K
CAL
902
Capital Analysts LLC
Pennsylvania
$140K -$955 -10 -0.7%
FPFS
903
First Personal Financial Services
North Carolina
$139K
PI
904
PineBridge Investments
New York
$133K +$124K +1,300 New
CFGS
905
Concourse Financial Group Securities
Alabama
$123K -$9.07K -95 -7%
Koshinski Asset Management
906
Koshinski Asset Management
Illinois
$116K +$2.58K +27 +2%
LWCFA
907
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$114K
CT
908
Clearstead Trust
Maine
$109K
SOW
909
State of Wyoming
Wyoming
$100K -$17K -178 -15%
TWC
910
TD Waterhouse Canada
Ontario, Canada
$99K +$81.8K +857 New
GEA
911
Glen Eagle Advisors
New Jersey
$91.3K
GWS
912
Glassman Wealth Services
Virginia
$90K +$7.83K +82 +10%
CCA
913
Column Capital Advisors
Indiana
$87K -$30K -314 -27%
PCG
914
Private Capital Group
Connecticut
$85K +$286 +3 +0.4%
NFG
915
Next Financial Group
Texas
$81K +$49.2K +515 +191%
CSB
916
City State Bank
Iowa
$81K +$75.7K +793 New
C
917
Covestor
United Kingdom
$76K +$70.4K +738 New
PMFA
918
Plante Moran Financial Advisors
Michigan
$74K +$3.91K +41 +6%
SC
919
Seldon Capital
California
$73K +$67.7K +709 New
HFA
920
HC Financial Advisors
California
$68K
JGIA
921
Jackson Grant Investment Advisers
Connecticut
$67K
AFG
922
Albion Financial Group
Utah
$67K +$62K +650 New
MWC
923
MBM Wealth Consultants
Missouri
$66K +$20.3K +213 +49%
SCM
924
Silvant Capital Management
Georgia
$63K
EWA
925
EverSource Wealth Advisors
Alabama
$63K +$58.1K +609 New

PGR Hedge Fund Activity: Q4 2021 in Review

1,056 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q4 2021, worth a combined $49.6B — up 13% from $44B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new PGR positions and 72 closed out — a net gain of 91 holders — while 362 added to existing stakes and 390 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $421M. The largest seller was Boston Partners, cutting an estimated $220M.

  • 1,056 institutional investors held Progressive (PGR) as of Q4 2021, up from 983 in Q3 2021.
  • Funds reported $49.6B of Progressive stock for Q4 2021, up 13% quarter-over-quarter.
  • 163 funds opened new Progressive positions in Q4 2021 and 72 closed out, a net change of +91 holders.
  • The largest Progressive buyer in Q4 2021 was JP Morgan Chase, an estimated $421M added.
  • The largest Progressive seller in Q4 2021 was Boston Partners, an estimated $220M sold.

Based on aggregated 13F filings for Q4 2021.