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Progressive
PGR

Overview Fund Activity

1,165 hedge funds and large institutions have $70.3B invested in Progressive in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 434 increasing their positions, 455 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,165
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
18.57%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.67%
New
107
Increased
434
Reduced
455
Closed
100
Calls
$574M
Puts
$281M
Net Calls
+$293M
Net Calls Change
+$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$418M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$371M
3
Franklin Resources
Franklin Resources
California
+$255M
4
Capital International Investors
Capital International Investors
California
+$222M
5
BlackRock
BlackRock
New York
+$218M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$811M
2
GQG Partners
GQG Partners
Florida
-$285M
3
State Street
State Street
Massachusetts
-$150M
4
Victory Capital Management
Victory Capital Management
Texas
-$131M
5
Bank of America
Bank of America
North Carolina
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
926
Curi Wealth Management
North Carolina
$252K -$5.99K -43 -2%
MIC
927
Means Investment Company
Maine
$252K -$20.2K -145 -7%
CWM
928
Connecticut Wealth Management
Connecticut
$251K +$251K +1,800 New
PMG
929
ProVise Management Group
Florida
$247K +$35.9K +258 +17%
MGWM
930
Marks Group Wealth Management
Minnesota
$245K +$8.5K +61 +4%
EFS
931
Essex Financial Services
Connecticut
$244K -$30.2K -217 -11%
EL
932
EMFO LLC
Florida
$244K – – –
BWA
933
Brave Warrior Advisors
New York
$243K – – –
FFN
934
Focus Financial Network
Minnesota
$243K +$5.02K +36 +2%
RA
935
Ruggaard & Associates
Ohio
$242K +$13.9K +100 +6%
PWMAG
936
Pinnacle Wealth Management Advisory Group
New Jersey
$242K -$5.02K -36 -2%
CS
937
Comerica Securities
Michigan
$240K -$7.66K -55 -3%
TCOO
938
Trust Company of Oklahoma
Oklahoma
$239K +$239K +1,714 New
CT
939
Clearstead Trust
Maine
$239K +$67.7K +486 +40%
LCWP
940
Legacy Capital Wealth Partners
Arkansas
$238K +$238K +1,709 New
GAB
941
German American Bancorp
Indiana
$238K -$4.18K -30 -2%
IA
942
IFG Advisory
Georgia
$238K +$238K +1,705 New
Lazard Asset Management
943
Lazard Asset Management
New York
$237K – – –
BA
944
Baugh & Associates
Georgia
$237K – – –
CCA
945
Cottonwood Capital Advisors
Utah
$236K +$16.6K +119 +8%
ST
946
Smithfield Trust
Pennsylvania
$235K – – –
LAM
947
L2 Asset Management
Massachusetts
$234K +$101K +1,137 +75%
AC
948
Avestar Capital
New York
$234K +$5.29K +38 +2%
FFP
949
FourThought Financial Partners
Florida
$233K – – –
CAG
950
Crestwood Advisors Group
Massachusetts
$233K +$233K +1,672 New
36 37
38
39 40