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Progressive
PGR

Overview Fund Activity

1,643 hedge funds and large institutions have $124B invested in Progressive in 2024 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 641 increasing their positions, 568 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
+129
Holders Change %
+8.52%
% of All Funds
23.76%
Holding in Top 10
79
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+21.54%
% of All Funds
1.14%
New
223
Increased
641
Reduced
568
Closed
78
Calls
$723M
Puts
$609M
Net Calls
+$114M
Net Calls Change
-$6.75M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$783M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$634M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$426M
4
ECU
Egerton Capital (UK)
United Kingdom
+$325M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$227M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$634M
2
APG Asset Management
APG Asset Management
Netherlands
-$382M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$356M
4
Goldman Sachs
Goldman Sachs
New York
-$259M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$249M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCP
901
Fidelis Capital Partners
Florida
$1.02M -$42.3K -171 -4%
PWM
902
Perigon Wealth Management
California
$1.02M +$91.9K +362 +10%
AWM
903
Angeles Wealth Management
California
$1.02M +$9.64K +38 +1%
LIM
904
Letson Investment Management
Georgia
$1.02M – – –
HS
905
HighVista Strategies
Massachusetts
$1.02M +$1.02M +4,000 New
VFA
906
Valeo Financial Advisors
Indiana
$1.01M +$53.8K +212 +6%
CA
907
Cullinan Associates
Kentucky
$1M – – –
PPWP
908
Premier Path Wealth Partners
New Jersey
$1M -$4.31K -17 -0.4%
CFA
909
Camarda Financial Advisors
Florida
$1M +$110K +435 +12%
VF
910
Vest Financial
Virginia
$1,000K +$1,000K +3,467 New
KIM
911
Kestra Investment Management
Texas
$994K +$105K +412 +12%
DAS
912
Dynamic Advisor Solutions
Arizona
$994K +$650K +2,562 +189%
O3W
913
Omni 360 Wealth
New Jersey
$992K +$216K +850 +28%
BCM
914
BTC Capital Management
Iowa
$988K -$129K -509 -12%
AC
915
ASB Consultores
Florida
$985K -$35K -138 -3%
MC
916
Moors & Cabot
Massachusetts
$976K +$613K +2,417 +169%
Loomis, Sayles & Company
917
Loomis, Sayles & Company
Massachusetts
$971K +$840K +3,307 +638%
GS
918
GTS Securities
New York
$968K -$1.47M -5,802 -60%
SQA
919
Simon Quick Advisors
New Jersey
$965K +$163K +643 +20%
SFFS
920
Stonehage Fleming Financial Services
Jersey
$960K -$3.3K -13 -0.3%
AC
921
AXQ Capital
New Jersey
$959K -$3M -11,837 -76%
MA
922
MJP Associates
Connecticut
$958K +$83.7K +330 +10%
HWM
923
Hohimer Wealth Management
Washington
$952K +$24.1K +95 +3%
DEM
924
Disciplined Equity Management
Florida
$944K -$71.1K -280 -7%
FPAS
925
Focus Partners Advisor Solutions
Missouri
$941K +$306K +1,206 +48%
35 36
37
38 39