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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
$2.11B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.22B
3
LCOV
London Company of Virginia
Virginia
$267M
4
Bank of America
Bank of America
North Carolina
$692M
5
Capital World Investors
Capital World Investors
California
$1.05B

Top Sellers

1
Invesco
Invesco
Georgia
$686M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.7B
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$350M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$298M
5
Wells Fargo
Wells Fargo
California
$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
926
Salem Investment Counselors
North Carolina
$20K – – –
RIM
927
Rockbridge Investment Management
New York
$18K – – –
HPC
928
HM Payson & Co
Maine
$18K – – –
JFA
929
JNBA Financial Advisors
Minnesota
$17K – – –
JCM
930
Jacobi Capital Management
Pennsylvania
$17K – – –
VCM
931
Versant Capital Management
Arizona
$16K -$4.57K -46 -22%
EW
932
Evoke Wealth
California
$16K -$4.66K -46 -23%
IF
933
Ironwood Financial
Arizona
$16K – – –
RFWA
934
RPg Family Wealth Advisory
Massachusetts
$15.6K +$15.6K +159 New
HR
935
Howe & Rusling
New York
$15K -$3.12K -31 -17%
CCM
936
Cribstone Capital Management
Maine
$15K – – –
IRC
937
Investors Research Corp
Georgia
$15K – – –
CAGAS
938
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
AWM
939
AllSquare Wealth Management
New York
$15K +$15K +150 New
APC
940
Aspire Private Capital
North Carolina
$14K -$28.6K -284 -67%
BC
941
Bartlett & Co
Ohio
$14K – – –
RA
942
Resolute Advisors
California
$14K – – –
SCA
943
Stonebridge Capital Advisors
Minnesota
$14K +$7K +72 +100%
BCWM
944
Bartlett & Co Wealth Management
Ohio
$13.7K – – –
SL
945
Savior LLC
Massachusetts
$13K -$2.54K -25 -16%
CAL
946
Capital Advisors Ltd
Ohio
$13K – – –
AWMS
947
Advocacy Wealth Management Services
Georgia
$13K – – –
LWA
948
Lenox Wealth Advisors
New York
$13K +$13K +135 New
CMF
949
Counterpoint Mutual Funds
California
$13K +$13K +135 New
WPA
950
West Paces Advisors
Georgia
$12.4K – – –
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