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Progressive
PGR

Overview Fund Activity

1,643 hedge funds and large institutions have $124B invested in Progressive in 2024 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 641 increasing their positions, 568 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
+129
Holders Change %
+8.52%
% of All Funds
23.76%
Holding in Top 10
79
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+21.54%
% of All Funds
1.14%
New
223
Increased
641
Reduced
568
Closed
78
Calls
$723M
Puts
$609M
Net Calls
+$114M
Net Calls Change
-$6.75M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$783M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$634M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$426M
4
ECU
Egerton Capital (UK)
United Kingdom
+$325M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$227M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$634M
2
APG Asset Management
APG Asset Management
Netherlands
-$382M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$356M
4
Goldman Sachs
Goldman Sachs
New York
-$259M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$249M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
1001
Fiduciary Group
Georgia
$727K -$29.7K -117 -4%
AC
1002
AlphaCore Capital
California
$721K +$268K +1,058 +59%
SIM
1003
Sentry Investment Management
Wisconsin
$720K – – –
HIM
1004
Hillsdale Investment Management
Ontario, Canada
$716K -$117K -460 -14%
SIG
1005
Sky Investment Group
Connecticut
$716K -$102K -400 -12%
FNT
1006
First National Trust
Pennsylvania
$715K -$51.5K -203 -7%
GFP
1007
Gryphon Financial Partners
Ohio
$711K +$34.8K +137 +5%
GVAG
1008
Great Valley Advisor Group
Delaware
$707K +$284K +1,120 +67%
HFM
1009
Hartford Funds Management
Pennsylvania
$707K -$63.2K -249 -8%
SFS
1010
Symphony Financial Services
Ohio
$705K – – –
FLPIM
1011
F.L. Putnam Investment Management
Massachusetts
$702K +$5.58K +22 +0.8%
WFC
1012
Western Financial Corp
California
$695K +$695K +2,737 New
LWM
1013
Lakeridge Wealth Management
Ohio
$693K -$17.3K -68 -2%
AAS
1014
Ameritas Advisory Services
Nebraska
$693K -$806K -3,176 -54%
Koshinski Asset Management
1015
Koshinski Asset Management
Illinois
$682K -$12.7K -50 -2%
CFGS
1016
Concourse Financial Group Securities
Alabama
$681K +$12.7K +50 +2%
PP
1017
PDS Planning
Ohio
$680K -$2.54K -10 -0.4%
MCM
1018
Manchester Capital Management
Vermont
$678K +$18.8K +74 +3%
KCIC
1019
Kuhn & Co Investment Counsel
Illinois
$677K – – –
OCM
1020
One Capital Management
California
$675K +$14K +55 +2%
Empower Advisory Group
1021
Empower Advisory Group
Colorado
$671K +$266K +1,050 +66%
CCG
1022
Catalina Capital Group
California
$669K +$97.4K +384 +17%
VA
1023
Verdad Advisers
Massachusetts
$666K -$220K -866 -25%
CAG
1024
Crestwood Advisors Group
Massachusetts
$665K +$88.3K +348 +15%
MIS
1025
Morningstar Investment Services
Illinois
$654K +$83.9K +334 +15%
39 40
41
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