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Progressive
PGR

Overview Fund Activity

1,174 hedge funds and large institutions have $65.8B invested in Progressive in 2023 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 394 increasing their positions, 502 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,174
Holders Change
-8
Holders Change %
-0.68%
% of All Funds
18.51%
Holding in Top 10
38
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-34.48%
% of All Funds
0.6%
New
116
Increased
394
Reduced
502
Closed
117
Calls
$258M
Puts
$180M
Net Calls
+$78.9M
Net Calls Change
+$82.5M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$429M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$346M
3
MG
Meritage Group
California
+$230M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$183M
5
Brown Advisory
Brown Advisory
Maryland
+$156M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$444M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$422M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$287M
4
Artisan Partners
Artisan Partners
Wisconsin
-$257M
5
Bank of America
Bank of America
North Carolina
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
1001
Jones Financial Companies
Missouri
$160K -$17.7K -134 -10%
PPC
1002
Park Place Capital
Alabama
$152K +$25.2K +190 +20%
CCM
1003
CAAS Capital Management
New York
$146K +$146K +1,100 New
RI
1004
Ridgewood Investments
New Jersey
$143K -$99.3K -750 -41%
ANBT
1005
American National Bank & Trust
Texas
$133K – – –
BWS
1006
Buck Wealth Strategies
Colorado
$131K -$4.81M -36,349 -97%
APF
1007
Alaska Permanent Fund
Alaska
$124K +$124K +934 New
OLVIG
1008
Oliver Lagore Vanvalin Investment Group
Michigan
$123K -$3.44K -26 -3%
BWA
1009
BDO Wealth Advisors
Florida
$121K +$8.6K +65 +8%
AIM
1010
Anchor Investment Management
South Carolina
$120K -$52.9K -400 -31%
HCM
1011
Hollencrest Capital Management
California
$119K – – –
CAL
1012
Capital Analysts LLC
Pennsylvania
$113K -$38.5K -292 -25%
OAM
1013
Ostrum Asset Management
France
$107K +$132 +1 +0.1%
AF
1014
Advisornet Financial
Minnesota
$106K -$19.2K -145 -15%
PGAM
1015
Princeton Global Asset Management
New Jersey
$103K – – –
SSG
1016
Summit Securities Group
New York
$101K -$50.8K -385 -33%
GBT
1017
Grove Bank & Trust
Florida
$98.1K +$7.81K +59 +9%
FFA
1018
Farther Finance Advisors
California
$95.4K +$5.56K +42 +6%
MMG
1019
Monetary Management Group
Missouri
$92.7K – – –
CA
1020
Centerpoint Advisors
Massachusetts
$92K – – –
CCA
1021
Column Capital Advisors
Indiana
$91.2K – – –
JGIA
1022
Jackson Grant Investment Advisers
Connecticut
$90.7K – – –
HDIM
1023
Hanson & Doremus Investment Management
Vermont
$86K – – –
TWM
1024
Tradition Wealth Management
Minnesota
$86K +$1.19K +9 +1%
CSB
1025
City State Bank
Iowa
$85K -$17.5K -132 -17%
39 40
41
42 43