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Progressive

986 hedge funds and large institutions have $47.5B invested in Progressive in 2020 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 376 increasing their positions, 357 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 75

4% more funds holding

Funds holding: 950986 (+36)

5% more repeat investments, than reductions

Existing positions increased: 376 | Existing positions reduced: 357

4% more capital invested

Capital invested by funds: $45.7B → $47.5B (+$1.8B)

0.64% less ownership

Funds ownership: 82.7%82.06% (-0.64%)

26% less funds holding in top 10

Funds holding in top 10: 4634 (-12)

28% less call options, than puts

Call options by funds: $162M | Put options by funds: $224M

Holders
986
Holders Change
+36
Holders Change %
+3.79%
% of All Funds
17.45%
Holding in Top 10
34
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.09%
% of All Funds
0.6%
New
126
Increased
376
Reduced
357
Closed
75
Calls
$162M
Puts
$224M
Net Calls
-$62.1M
Net Calls Change
-$73.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
926
Carmichael Hill & Associates
Maryland
$15K +$2.08K +22 +17%
BWA
927
BDO Wealth Advisors
Florida
$15K +$7.09K +75 +103%
CAL
928
Capital Advisors Ltd
Ohio
$14K
EI
929
Ellevest Inc
New York
$14K +$1.51K +16 +12%
BC
930
Bartlett & Co
Ohio
$14K +$13.2K +139 New
BCWM
931
Bartlett & Co Wealth Management
Ohio
$13.7K +$13.2K +139 New
FCH
932
Freestone Capital Holdings
Washington
$12.5K
WPA
933
West Paces Advisors
Georgia
$12.5K
EWM
934
Endurance Wealth Management
Rhode Island
$12K
EW
935
Evoke Wealth
California
$12K
MWC
936
MBM Wealth Consultants
Missouri
$12K
SGAM
937
Smith Group Asset Management
Texas
$12K
MGIM
938
M&G Investment Management
United Kingdom
$11.7K -$1.88M -19,853 -14%
HWM
939
HighMark Wealth Management
Minnesota
$11K
JFA
940
JNBA Financial Advisors
Minnesota
$11K
LB
941
Legacy Bridge
Iowa
$11K
FPS
942
Fieldpoint Private Securities
Connecticut
$11K +$10.7K +113 New
WTC
943
WhitTier Trust Company
Nevada
$10K
TIM
944
Tortoise Investment Management
New York
$10K +$9.46K +100 New
NC
945
NewSquare Capital
Pennsylvania
$10K +$9.55K +101 New
SIAG
946
Safeguard Investment Advisory Group
California
$10K +$10.3K +109 New
CA
947
Crewe Advisors
Utah
$9K -$1.7K -18 -17%
APC
948
Aspire Private Capital
North Carolina
$9K
CFD
949
Creative Financial Designs
Indiana
$9K
H
950
Hexavest
Quebec, Canada
$9K

PGR Hedge Fund Activity: Q4 2020 in Review

986 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q4 2020, worth a combined $47.5B — up 3.9% from $45.7B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new PGR positions and 75 closed out — a net gain of 51 holders — while 376 added to existing stakes and 357 trimmed.

The largest buyer was AustralianSuper, opening a new position worth an estimated $202M. The largest seller was Wellington Management Group, cutting an estimated $429M.

  • 986 institutional investors held Progressive (PGR) as of Q4 2020, up from 950 in Q3 2020.
  • Funds reported $47.5B of Progressive stock for Q4 2020, up 3.9% quarter-over-quarter.
  • 126 funds opened new Progressive positions in Q4 2020 and 75 closed out, a net change of +51 holders.
  • The largest Progressive buyer in Q4 2020 was AustralianSuper, an estimated $202M added.
  • The largest Progressive seller in Q4 2020 was Wellington Management Group, an estimated $429M sold.

Based on aggregated 13F filings for Q4 2020.