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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
BMD
976
Better Money Decisions
New Mexico
$5K
EIP
977
Ellis Investment Partners
Pennsylvania
$5K
RFA
978
Reilly Financial Advisors
California
$5K
SFSIG
979
San Francisco Sentry Investment Group
California
$5K
First Manhattan
980
First Manhattan
New York
$5K +$3.46K +35 +175%
RDWM
981
Red Door Wealth Management
Tennessee
$5K +$5.24K +53 New
PFGIA
982
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$593 -6 -13%
AFS
983
Annapolis Financial Services
Maryland
$4K
HWMA
984
Heritage Wealth Management (Arizona)
Arizona
$4K
TLFA
985
True Link Financial Advisors
California
$4K +$4.15K +42 New
AWM
986
Atticus Wealth Management
Florida
$3K -$57.3K -579 -95%
LWANC
987
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
LWM
988
Liberty Wealth Management
California
$3K
FMP
989
Financial Management Professionals
Texas
$3K +$692 +7 +33%
GI
990
Gradient Investments
Minnesota
$3K +$791 +8 +36%
SJIM
991
St. Johns Investment Management
Florida
$3K +$2.87K +29 New
TFS
992
TrustCore Financial Services
Tennessee
$3K +$2.87K +29 New
APWA
993
Atlas Private Wealth Advisors
New Jersey
$2K -$3.86K -39 -66%
CWC
994
Carolinas Wealth Consulting
North Carolina
$2K
PWP
995
Personal Wealth Partners
Minnesota
$2K +$1.78K +18 New
SSB
996
Sandy Spring Bank
Maryland
$2K +$2.27K +23 New
PI
997
PEAK6 Investments
Illinois
$1K -$176K -1,784 -100%
TFA
998
Transamerica Financial Advisors
Florida
$1K -$297 -3 -38%
BWM
999
BerganKDV Wealth Management
Minnesota
$1K
TFM
1000
TFC Financial Management
Massachusetts
$1K

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.