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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 %
CG
926
CFO4Life Group
Texas
$940K +$673K +2,652 +252%
PCG
927
Prosperity Consulting Group
Maryland
$931K +$108K +425 +13%
NL
928
NWAM LLC
Washington
$929K +$929K +3,662 New
NPT
929
Nixon Peabody Trust
Massachusetts
$929K – – –
KNW
930
Kesler Norman & Wride
Utah
$927K +$927K +3,655 New
SWM
931
Shelton Wealth Management
Texas
$923K +$17.3K +68 +2%
JF
932
JSF Financial
California
$922K +$119K +467 +15%
BFG
933
Beacon Financial Group
Texas
$922K +$11.9K +47 +1%
FDS
934
Freedom Day Solutions
Texas
$918K -$53.5K -211 -6%
CAMG
935
CWA Asset Management Group
Florida
$915K +$915K +3,607 New
ONGA
936
O'Neil Global Advisors
California
$914K +$914K +3,600 New
KBFS
937
Kohmann Bosshard Financial Services
Ohio
$914K – – –
EI
938
Ellevest Inc
New York
$912K -$6.09K -24 -0.7%
HCM
939
Howard Capital Management
Georgia
$912K +$912K +3,593 New
BWP
940
Baldwin Wealth Partners
Massachusetts
$904K +$42.4K +167 +5%
1WA
941
180 Wealth Advisors
Washington
$900K -$8.37K -33 -0.9%
LA
942
Legacy Advisors
Pennsylvania
$894K +$454K +1,789 +103%
DWM
943
Defined Wealth Management
Oregon
$893K +$3.3K +13 +0.4%
AF
944
Aviso Financial
Ontario, Canada
$891K -$613K -2,414 -41%
PAM
945
Peak Asset Management
Colorado
$884K – – –
SWM
946
Seed Wealth Management
Illinois
$872K – – –
PSC
947
Prentiss Smith & Co
Vermont
$870K – – –
EFS
948
Essex Financial Services
Connecticut
$863K +$224K +900 +35%
FHA
949
Flagship Harbor Advisors
Massachusetts
$856K +$856K +3,375 New
WIC
950
Woodmont Investment Counsel
Tennessee
$851K -$17.8K -70 -2%
36 37
38
39 40