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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 %
PPC
951
Park Place Capital
Alabama
$232K +$72.3K +519 +45%
RK
952
Rather & Kittrell
Tennessee
$231K – – –
BWP
953
BSW Wealth Partners
Colorado
$231K +$231K +1,658 New
EDRH
954
Edmond de Rothschild Holding
Switzerland
$231K -$11.8K -85 -5%
CHP
955
Cable Hill Partners
Oregon
$228K +$228K +1,636 New
AWA
956
Arkadios Wealth Advisors
Georgia
$228K +$228K +1,634 New
SFG
957
SevenBridge Financial Group
Pennsylvania
$225K -$6.97K -50 -3%
AA
958
Alta Advisers
United Kingdom
$223K – – –
HI
959
Hudock Inc
Pennsylvania
$222K – – –
SAM
960
Synergy Asset Management
Washington
$221K – – –
SCM
961
Spring Capital Management
Texas
$221K – – –
KWM
962
Kolinsky Wealth Management
New Jersey
$220K +$220K +1,580 New
WA
963
Win Advisors
Florida
$217K +$217K +1,561 New
KWM
964
Kingsview Wealth Management
Oregon
$217K +$217K +1,560 New
PI
965
PEAK6 Investments
Illinois
$217K +$217K +1,558 New
LSPW
966
Lake Street Private Wealth
Illinois
$217K -$24.3K -173 -10%
MAG
967
MRA Advisory Group
New Jersey
$215K +$215K +1,544 New
GHAM
968
Gilman Hill Asset Management
Connecticut
$213K – – –
CG
969
Clarus Group
Texas
$213K +$213K +1,529 New
LTI
970
Laffer Tengler Investments
Tennessee
$213K – – –
MPWT
971
MassMutual Private Wealth & Trust
Connecticut
$212K +$19.8K +142 +10%
CWM
972
C2C Wealth Management
Arizona
$212K +$212K +1,530 New
CCM
973
Chilton Capital Management
Texas
$211K -$83.7K -601 -28%
PWMG
974
Provence Wealth Management Group
California
$210K +$210K +1,506 New
CA
975
Claro Advisors
Massachusetts
$210K +$210K +1,506 New
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