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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
PFGIA
1001
Patriot Financial Group Insurance Agency
Massachusetts
$10K -$3.44K -36 -27%
NC
1002
NewSquare Capital
Pennsylvania
$10K
SGAM
1003
Smith Group Asset Management
Texas
$10K +$764 +8 +9%
ZIG
1004
Zullo Investment Group
Pennsylvania
$10K +$9.74K +102 New
NL
1005
NVWM LLC
Pennsylvania
$9K +$3.91K +41 +98%
RFA
1006
Reilly Financial Advisors
California
$9K +$4.68K +49 +129%
AIM
1007
AHL Investment Management
Florida
$9K +$8.21K +86 New
PWMG
1008
Prestige Wealth Management Group
New Jersey
$8K -$859 -9 -10%
ACA
1009
Atlas Capital Advisors
Wyoming
$7.39K -$214K -2,238 -97%
CWC
1010
Carolinas Wealth Consulting
North Carolina
$7K -$2K -21 -24%
SCA
1011
Stonebridge Capital Advisors
Minnesota
$7K -$1.15K -12 -14%
IAS
1012
IMA Advisory Services
Colorado
$7K
VNA
1013
Valley National Advisers
Pennsylvania
$7K +$573 +6 +10%
AIP
1014
Ahrens Investment Partners
Louisiana
$7K +$6.97K +73 New
MGIM
1015
M&G Investment Management
United Kingdom
$6.71K -$136K -1,426 -2%
WPA
1016
West Paces Advisors
Georgia
$6.06K -$6.39K -67 -53%
CYG
1017
Clean Yield Group
Vermont
$6K
PA
1018
PSI Advisors
Florida
$6K +$95 +1 +2%
AHIA
1019
Andrew Hill Investment Advisors
Florida
$6K +$6.3K +66 New
EIP
1020
Ellis Investment Partners
Pennsylvania
$5K
MRCM
1021
M&R Capital Management
New Jersey
$5K
ODG
1022
O'Dell Group
Ohio
$5K
MAM
1023
Mystic Asset Management
Rhode Island
$5K +$4.77K +50 New
SCA
1024
Sandy Cove Advisors
Massachusetts
$5K +$4.77K +50 New
JWA
1025
JFS Wealth Advisors
Pennsylvania
$5K +$4.96K +52 New

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.