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Progressive
PGR

Overview Fund Activity

1,643 hedge funds and large institutions have $124B invested in Progressive in 2024 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 641 increasing their positions, 568 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
+129
Holders Change %
+8.52%
% of All Funds
23.76%
Holding in Top 10
79
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+21.54%
% of All Funds
1.14%
New
223
Increased
641
Reduced
568
Closed
78
Calls
$723M
Puts
$609M
Net Calls
+$114M
Net Calls Change
-$6.75M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$783M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$634M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$426M
4
ECU
Egerton Capital (UK)
United Kingdom
+$325M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$227M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$634M
2
APG Asset Management
APG Asset Management
Netherlands
-$382M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$356M
4
Goldman Sachs
Goldman Sachs
New York
-$259M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$249M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
951
Fluent Financial
Texas
$850K -$168K -662 -17%
BIG
952
Brooklyn Investment Group
New York
$845K +$90.8K +358 +12%
EFG
953
Everhart Financial Group
Ohio
$845K +$317K +1,248 +60%
GJWM
954
Gilliland Jeter Wealth Management
Arkansas
$842K -$7.11K -28 -0.8%
SI
955
Scharf Investments
California
$841K -$40.9K -161 -5%
WIA
956
World Investment Advisors
California
$839K +$417K +1,645 +99%
IF
957
IRON Financial
Illinois
$839K +$839K +3,307 New
VAG
958
VisionPoint Advisory Group
Texas
$837K +$215K +849 +35%
SAM
959
Smartleaf Asset Management
Massachusetts
$836K +$395K +1,575 +90%
WFI
960
West Family Investments
California
$832K +$4.06K +16 +0.5%
MA
961
Mutual Advisors
Nebraska
$829K +$39.5K +160 +5%
CIAS
962
Capital Investment Advisory Services
North Carolina
$826K – – –
AWA
963
Arkadios Wealth Advisors
Georgia
$824K +$438K +1,728 +114%
ADIM
964
Alpha DNA Investment Management
Maryland
$822K +$822K +3,241 New
AWM
965
Avior Wealth Management
Nebraska
$817K +$24.4K +96 +3%
NB
966
Northwest Bancshares
Pennsylvania
$817K -$12.7K -50 -2%
WA
967
Win Advisors
Florida
$816K +$816K +3,214 New
CFFP
968
Center for Financial Planning
Michigan
$805K -$49K -193 -6%
CP
969
Covenant Partners
Tennessee
$803K +$58.4K +230 +8%
BWG
970
Balanced Wealth Group
Ohio
$803K +$254 +1 +0%
FW
971
Fairway Wealth
Ohio
$800K -$134K -530 -14%
RG
972
Renaissance Group
Kentucky
$799K -$39.8K -157 -5%
OQS
973
Occudo Quantitative Strategies
Florida
$794K +$794K +3,128 New
OTL
974
Oak Thistle LLC
New York
$792K +$792K +3,122 New
BFA
975
Beaumont Financial Advisors
Massachusetts
$792K +$15.2K +60 +2%
37 38
39
40 41