PGR icon

Progressive
PGR

Overview Fund Activity

997 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, 400 increasing their positions, 363 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+10
Holders Change %
+1.01%
% of All Funds
17.41%
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
400
Reduced
363
Closed
67
Calls
$152M
Puts
$182M
Net Calls
-$30.1M
Net Calls Change
+$11.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.11B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.22B
3
LCOV
London Company of Virginia
Virginia
$267M
4
Bank of America
Bank of America
North Carolina
$692M
5
Capital World Investors
Capital World Investors
California
$1.05B

Top Sellers

1
Invesco
Invesco
Georgia
$686M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.7B
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$350M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$298M
5
Wells Fargo
Wells Fargo
California
$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDWM
976
Red Door Wealth Management
Tennessee
$5K +$5K +53 New
PFGIA
977
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$585 -6 -13%
HWMA
978
Heritage Wealth Management (Arizona)
Arizona
$4K – – –
AFS
979
Annapolis Financial Services
Maryland
$4K – – –
TLFA
980
True Link Financial Advisors
California
$4K +$4K +42 New
AWM
981
Atticus Wealth Management
Florida
$3K -$57.9K -579 -95%
LWANC
982
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
LWM
983
Liberty Wealth Management
California
$3K – – –
FMP
984
Financial Management Professionals
Texas
$3K +$750 +7 +33%
GI
985
Gradient Investments
Minnesota
$3K +$800 +8 +36%
SJIM
986
St. Johns Investment Management
Florida
$3K +$3K +29 New
TFS
987
TrustCore Financial Services
Tennessee
$3K +$3K +29 New
APWA
988
Atlas Private Wealth Advisors
New Jersey
$2K -$3.9K -39 -66%
CWC
989
Carolinas Wealth Consulting
North Carolina
$2K – – –
PWP
990
Personal Wealth Partners
Minnesota
$2K +$2K +18 New
SSB
991
Sandy Spring Bank
Maryland
$2K +$2K +23 New
PI
992
PEAK6 Investments
Illinois
$1K -$297K -1,784 -100%
TFA
993
Transamerica Financial Advisors
Florida
$1K -$600 -3 -38%
BWM
994
BerganKDV Wealth Management
Minnesota
$1K – – –
TFM
995
TFC Financial Management
Massachusetts
$1K – – –
TFGT
996
TS Financial Group (TSFG)
Illinois
$1K +$1K +9 New
BAM
997
Bellevue Asset Management
Washington
$1K +$1K +11 New
WWM
998
Wolff Wiese Magana
California
$1K +$1K +12 New
Balyasny Asset Management
999
Balyasny Asset Management
Illinois
– -$30M -313,907 Closed
Two Sigma Investments
1000
Two Sigma Investments
New York
– -$22.6M -236,595 Closed
38 39
40
41 42