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Progressive

1,056 hedge funds and large institutions have $49.6B invested in Progressive in 2021 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 362 increasing their positions, 390 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 72

40% more funds holding in top 10

Funds holding in top 10: 2535 (+10)

13% more capital invested

Capital invested by funds: $44B → $49.6B (+$5.67B)

7% more funds holding

Funds holding: 9831,056 (+73)

0.54% more ownership

Funds ownership: 83.84%84.38% (+0.54%)

7% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 390

16% less call options, than puts

Call options by funds: $193M | Put options by funds: $228M

Holders
1,056
Holders Change
+73
Holders Change %
+7.43%
% of All Funds
16.25%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.54%
New
163
Increased
362
Reduced
390
Closed
72
Calls
$193M
Puts
$228M
Net Calls
-$35.5M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
951
CVA Family Office
Colorado
$34K +$31.5K +330 New
FMII
952
Farmers & Merchants Investments Inc
Nebraska
$32K
EI
953
Ellevest Inc
New York
$32K +$15.9K +167 +117%
OC
954
Oakworth Capital
Alabama
$31K
WWMSC
955
Wagner Wealth Management (South Carolina)
South Carolina
$31K
CAL
956
Capital Advisors Ltd
Ohio
$31K +$15.4K +161 +118%
BAM
957
Byrne Asset Management
New Jersey
$31K +$28.6K +300 New
QC
958
Quent Capital
New York
$31K +$28.6K +300 New
WTA
959
Washington Trust Advisors
Massachusetts
$31K +$28.6K +300 New
CT
960
Caldwell Trust
Florida
$30.8K
CA
961
Cornerstone Advisory
Maryland
$30K +$27.7K +290 New
FAG
962
Fortitude Advisory Group
Washington
$29K +$26.4K +277 New
HR
963
Howe & Rusling
New York
$28K +$12.1K +127 +85%
TC
964
TAP Consulting
Missouri
$28K +$26.2K +274 New
HCP
965
Hexagon Capital Partners
Arkansas
$27K
RA
966
Rational Advisors
New York
$26K +$13.6K +142 +133%
CFA
967
Carroll Financial Associates
North Carolina
$24K +$4.29K +45 +23%
FPS
968
Fieldpoint Private Securities
Connecticut
$24K +$5.73K +60 +36%
CWS
969
Confluence Wealth Services
Pennsylvania
$24K +$22.5K +236 New
JFA
970
JNBA Financial Advisors
Minnesota
$23K +$5.06K +53 +30%
BIA
971
Bell Investment Advisors
California
$22K +$4.77K +50 +30%
AP
972
Arlington Partners
Alabama
$22K +$5.16K +54 +33%
SIC
973
Salem Investment Counselors
North Carolina
$21K
SIS
974
Sound Income Strategies
Florida
$21K
MWM
975
Mascoma Wealth Management
New Hampshire
$21K +$19K +199 +19,900%

PGR Hedge Fund Activity: Q4 2021 in Review

1,056 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q4 2021, worth a combined $49.6B — up 13% from $44B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new PGR positions and 72 closed out — a net gain of 91 holders — while 362 added to existing stakes and 390 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $421M. The largest seller was Boston Partners, cutting an estimated $220M.

  • 1,056 institutional investors held Progressive (PGR) as of Q4 2021, up from 983 in Q3 2021.
  • Funds reported $49.6B of Progressive stock for Q4 2021, up 13% quarter-over-quarter.
  • 163 funds opened new Progressive positions in Q4 2021 and 72 closed out, a net change of +91 holders.
  • The largest Progressive buyer in Q4 2021 was JP Morgan Chase, an estimated $421M added.
  • The largest Progressive seller in Q4 2021 was Boston Partners, an estimated $220M sold.

Based on aggregated 13F filings for Q4 2021.