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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 %
WANY
1026
Wealthspire Advisors (New York)
New York
– -$756K -7,908 Closed
PWAG
1027
Polaris Wealth Advisory Group
California
– -$601K -6,282 Closed
TCM
1028
Tuttle Capital Management
Connecticut
– -$551K -5,760 Closed
OCM
1029
Orleans Capital Management
Louisiana
– -$488K -5,100 Closed
DT
1030
Diversified Trust
Tennessee
– -$476K -4,979 Closed
GTCM
1031
Gyon Technologies Capital Management
New Jersey
– -$432K -4,522 Closed
KFA
1032
Krane Funds Advisors
New York
– -$426K -4,454 Closed
CC
1033
Cipher Capital
New York
– -$408K -4,266 Closed
KWM
1034
Kingsview Wealth Management
Oregon
– -$391K -4,088 Closed
GC
1035
Gilbert & Cook
Iowa
– -$293K -3,064 Closed
AGA
1036
Accuvest Global Advisors
Utah
– -$268K -2,807 Closed
CIA
1037
Choate Investment Advisors
Massachusetts
– -$258K -2,703 Closed
1WA
1038
180 Wealth Advisors
Washington
– -$268K -2,700 Closed
GH
1039
GAM Holding
Switzerland
– -$235K -2,451 Closed
VFA
1040
Valeo Financial Advisors
Indiana
– -$215K -2,245 Closed
PIA
1041
Perennial Investment Advisors
California
– -$213K -2,224 Closed
CAM
1042
Campion Asset Management
Virginia
– -$211K -2,210 Closed
IWC
1043
Integrated Wealth Concepts
Massachusetts
– -$201K -2,104 Closed
IAIM
1044
International Assets Investment Management
Florida
– -$176K -1,822 Closed
LTI
1045
Laffer Tengler Investments
Tennessee
– -$146K -1,528 Closed
PP
1046
Paloma Partners
Connecticut
– -$128K -1,340 Closed
WAP
1047
Wealthcare Advisory Partners
Pennsylvania
– -$99K -1,036 Closed
AS
1048
Altshuler Shaham
Israel
– -$79K -827 Closed
DWP
1049
Destiny Wealth Partners
Florida
– -$73K -764 Closed
EP
1050
Eudaimonia Partners
Tennessee
– -$35K -369 Closed
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