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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
GC
951
Globeflex Capital
California
$8K
AWA
952
Arkadios Wealth Advisors
Georgia
$7K -$11.7K -124 -61%
IAS
953
IMA Advisory Services
Colorado
$7K
NSB
954
Norway Savings Bank
Maine
$7K +$7.09K +75 New
PB
955
Pinnacle Bancorp
Nebraska
$6K -$23.6K -250 -81%
APWA
956
Atlas Private Wealth Advisors
New Jersey
$6K
LWANC
957
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K
VNA
958
Valley National Advisers
Pennsylvania
$6K
BII
959
Bainco International Investors
Massachusetts
$6K +$5.11K +54 New
NG
960
NWK Group
California
$6K +$5.39K +57 New
FCA
961
FinTrust Capital Advisors
South Carolina
$5K -$5.87K -62 -55%
PFGIA
962
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$3.03K -32 -40%
SFSIG
963
San Francisco Sentry Investment Group
California
$5K
SFP
964
Sterling Financial Planning
New Jersey
$5K +$4.35K +46 New
EIP
965
Ellis Investment Partners
Pennsylvania
$5K +$5.01K +53 New
RFA
966
Reilly Financial Advisors
California
$5K +$5.01K +53 New
M
967
MOTCO
Texas
$4K
AFS
968
Annapolis Financial Services
Maryland
$4K +$3.97K +42 New
SBL
969
Sargent Bickham Lagudis
Colorado
$4K +$4.07K +43 New
TPWA
970
TRUE Private Wealth Advisors
Oregon
$3K
LWM
971
Liberty Wealth Management
California
$2K -$31.5K -333 -92%
FMP
972
Financial Management Professionals
Texas
$2K -$4.63K -49 -70%
CWC
973
Carolinas Wealth Consulting
North Carolina
$2K -$3.69K -39 -63%
SSWG
974
Seven Springs Wealth Group
Tennessee
$2K +$1.51K +16 New
FGAM
975
Financial Gravity Asset Management
Texas
$2K +$2.27K +24 New

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.