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Progressive

1,320 hedge funds and large institutions have $81.2B invested in Progressive in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 419 increasing their positions, 503 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,320
Holders Change
+155
Holders Change %
+13.3%
% of All Funds
19.35%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.66%
New
236
Increased
419
Reduced
503
Closed
63
Calls
$543M
Puts
$408M
Net Calls
+$136M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
951
Prestige Wealth Management Group
New Jersey
$363K +$34.7K +218 +11%
EMAM
952
Encompass More Asset Management
California
$362K +$362K +2,273 New
1WA
953
180 Wealth Advisors
Washington
$361K -$65.8K -407 -15%
AC
954
Allstate Corporation
Illinois
$360K -$23.1K -145 -6%
VA
955
Valmark Advisers
Ohio
$359K +$359K +2,254 New
SPC
956
Sigma Planning Corp
Michigan
$357K -$626K -3,929 -64%
GA
957
Geller Advisors
New York
$355K -$9.88K -62 -3%
SWM
958
Stockman Wealth Management
Montana
$355K
MC
959
Machina Capital
France
$354K +$354K +2,225 New
JWCA
960
J.W. Coons Advisors
Ohio
$350K
PCS
961
Personal CFO Solutions
New Jersey
$346K -$96.4K -605 -22%
MM
962
MQS Management
New York
$346K +$346K +2,170 New
SF
963
Summit Financial
New Jersey
$343K +$343K +2,155 New
CP
964
Castleview Partners
Texas
$343K +$796 +5 +0.2%
CCMG
965
Clark Capital Management Group
Pennsylvania
$341K +$341K +2,143 New
ACM
966
Allred Capital Management
Texas
$340K -$28.3K -178 -8%
SQA
967
Simon Quick Advisors
New Jersey
$339K +$2.87K +18 +0.9%
PI
968
Putnam Investments
Massachusetts
$338K
Luther King Capital Management (LKCM)
969
Luther King Capital Management (LKCM)
Texas
$338K -$93.5K -587 -22%
TW
970
TritonPoint Wealth
Maryland
$337K +$337K +2,116 New
NS
971
NBC Securities
Alabama
$335K -$5.89K -37 -2%
AC
972
Avestar Capital
New York
$334K +$67.1K +421 +25%
RIP
973
RAM Investment Partners
Washington
$329K +$329K +2,066 New
SWM
974
Spire Wealth Management
Virginia
$329K +$19.1K +112 +6%
CIS
975
Custom Index Systems
New York
$329K +$329K +2,065 New