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Progressive

1,056 hedge funds and large institutions have $49.6B invested in Progressive in 2021 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 362 increasing their positions, 390 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 72

40% more funds holding in top 10

Funds holding in top 10: 2535 (+10)

13% more capital invested

Capital invested by funds: $44B → $49.6B (+$5.67B)

7% more funds holding

Funds holding: 9831,056 (+73)

0.54% more ownership

Funds ownership: 83.84%84.38% (+0.54%)

7% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 390

16% less call options, than puts

Call options by funds: $193M | Put options by funds: $228M

Holders
1,056
Holders Change
+73
Holders Change %
+7.43%
% of All Funds
16.25%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.54%
New
163
Increased
362
Reduced
390
Closed
72
Calls
$193M
Puts
$228M
Net Calls
-$35.5M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
976
Total Clarity Wealth Management
Illinois
$21K +$19.1K +200 New
AWMS
977
Advocacy Wealth Management Services
Georgia
$20K
HPC
978
HM Payson & Co
Maine
$19K -$33.1K -347 -66%
RIM
979
Rockbridge Investment Management
New York
$18K
FCA
980
FinTrust Capital Advisors
South Carolina
$18K +$10.5K +110 +167%
NICM
981
Neo Ivy Capital Management
New York
$18K +$17.2K +180 New
MCM
982
MV Capital Management
Maryland
$17K +$2.19K +23 +16%
SIC
983
SJS Investment Consulting
Ohio
$17K +$16K +168 New
DWP
984
Destiny Wealth Partners
Florida
$16K -$19.1K -200 -56%
CCM
985
Cribstone Capital Management
Maine
$16K
LWA
986
Lenox Wealth Advisors
New York
$16K +$1.62K +17 +13%
SC
987
SouthState Corp
Florida
$16K +$2.96K +31 +25%
CHC
988
City Holding Co
West Virginia
$16K +$14.3K +150 New
IRC
989
Investors Research Corp
Georgia
$15K
APC
990
Aspire Private Capital
North Carolina
$14K -$286 -3 -2%
MHR
991
Matthew Hamilton Rosenberg
$14K
VCM
992
Versant Capital Management
Arizona
$14K
RK
993
Rather & Kittrell
Tennessee
$14K +$13.4K +140 New
EWM
994
Endurance Wealth Management
Rhode Island
$13K
GC
995
Globeflex Capital
California
$13K +$12.5K +131 New
PB
996
Pinnacle Bancorp
Nebraska
$12K
FMTCOCP
997
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K +$11K +115 New
CHA
998
Carmichael Hill & Associates
Maryland
$11K
LB
999
Legacy Bridge
Iowa
$11K
EW
1000
Evoke Wealth
California
$11K +$382 +4 +4%

PGR Hedge Fund Activity: Q4 2021 in Review

1,056 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q4 2021, worth a combined $49.6B — up 13% from $44B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new PGR positions and 72 closed out — a net gain of 91 holders — while 362 added to existing stakes and 390 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $421M. The largest seller was Boston Partners, cutting an estimated $220M.

  • 1,056 institutional investors held Progressive (PGR) as of Q4 2021, up from 983 in Q3 2021.
  • Funds reported $49.6B of Progressive stock for Q4 2021, up 13% quarter-over-quarter.
  • 163 funds opened new Progressive positions in Q4 2021 and 72 closed out, a net change of +91 holders.
  • The largest Progressive buyer in Q4 2021 was JP Morgan Chase, an estimated $421M added.
  • The largest Progressive seller in Q4 2021 was Boston Partners, an estimated $220M sold.

Based on aggregated 13F filings for Q4 2021.