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Progressive

1,002 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, 404 increasing their positions, 363 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 67

11% more repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 363

1.15% more ownership

Funds ownership: 82.22%83.38% (+1.2%)

1% more funds holding

Funds holding: 9921,002 (+10)

4% more capital invested

Capital invested by funds: $45.6B → $47.4B (+$1.82B)

17% less call options, than puts

Call options by funds: $152M | Put options by funds: $182M

20% less funds holding in top 10

Funds holding in top 10: 3528 (-7)

Holders
1,002
Holders Change
+10
Holders Change %
+1.01%
% of All Funds
17.44%
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
404
Reduced
363
Closed
67
Calls
$152M
Puts
$182M
Net Calls
-$30.1M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
951
Advocacy Wealth Management Services
Georgia
$13K
CAL
952
Capital Advisors Ltd
Ohio
$13K
CMF
953
Counterpoint Mutual Funds
California
$13K +$13.4K +135 New
LWA
954
Lenox Wealth Advisors
New York
$13K +$13.4K +135 New
WPA
955
West Paces Advisors
Georgia
$12.4K
EWM
956
Endurance Wealth Management
Rhode Island
$12K
CHA
957
Carmichael Hill & Associates
Maryland
$11K -$4.06K -41 -28%
FPS
958
Fieldpoint Private Securities
Connecticut
$11K
LB
959
Legacy Bridge
Iowa
$11K
EBA
960
Eagle Bay Advisors
New York
$11K +$10.5K +106 New
NC
961
NewSquare Capital
Pennsylvania
$10K
TIM
962
Tortoise Investment Management
New York
$10K
EI
963
Ellevest Inc
New York
$9K -$6.43K -65 -42%
PWMG
964
Prestige Wealth Management Group
New Jersey
$9K -$4.65K -47 -34%
CFD
965
Creative Financial Designs
Indiana
$9K
VNA
966
Valley National Advisers
Pennsylvania
$9K
SGAM
967
Smith Group Asset Management
Texas
$8K -$6.43K -65 -44%
IAS
968
IMA Advisory Services
Colorado
$7K
CCC
969
Crescent Capital Consulting
Louisiana
$7K +$6.83K +69 New
BFA
970
Brendel Financial Advisors
New Hampshire
$7K +$6.92K +70 New
MGIM
971
M&G Investment Management
United Kingdom
$6.72K -$2.55M -25,778 -27%
PB
972
Pinnacle Bancorp
Nebraska
$6K
MCM
973
MV Capital Management
Maryland
$6K +$4.95K +50 +333%
IFAM
974
Institutional & Family Asset Management
Colorado
$5K -$20.2K -204 -79%
FCA
975
FinTrust Capital Advisors
South Carolina
$5K -$2.27K -23 -30%

PGR Hedge Fund Activity: Q2 2021 in Review

1,002 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q2 2021, worth a combined $47.4B — up 4% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PGR positions and 67 closed out — a net gain of 18 holders — while 404 added to existing stakes and 363 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $406M. The largest seller was Invesco, cutting an estimated $236M.

  • 1,002 institutional investors held Progressive (PGR) as of Q2 2021, up from 992 in Q1 2021.
  • Funds reported $47.4B of Progressive stock for Q2 2021, up 4% quarter-over-quarter.
  • 85 funds opened new Progressive positions in Q2 2021 and 67 closed out, a net change of +18 holders.
  • The largest Progressive buyer in Q2 2021 was JP Morgan Chase, an estimated $406M added.
  • The largest Progressive seller in Q2 2021 was Invesco, an estimated $236M sold.

Based on aggregated 13F filings for Q2 2021.