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Progressive
PGR

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: 25 → 35 (+10)

13% more capital invested

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

7% more funds holding

Funds holding: 983 → 1,056 (+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

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$421M
2
Victory Capital Management
Victory Capital Management
Texas
+$224M
3
BlackRock
BlackRock
New York
+$133M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$115M
5
CVA
Ceredex Value Advisors
Florida
+$97.6M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$220M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
3
PG
Pendal Group
Australia
-$150M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$76.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$71.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTB
1026
Country Trust Bank
Illinois
$4K -$3.15K -33 -45%
AFS
1027
Annapolis Financial Services
Maryland
$4K – – –
PPWM
1028
PFG Private Wealth Management
Florida
$4K – – –
TLFA
1029
True Link Financial Advisors
California
$4K – – –
FBT
1030
First Bank & Trust
South Dakota
$4K +$3.53K +37 New
FGAM
1031
Financial Gravity Asset Management
Texas
$3.68K +$203K +2,126 +5,746%
LWANC
1032
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
WWM
1033
Wolff Wiese Magana
California
$3K – – –
FMP
1034
Financial Management Professionals
Texas
$3K +$286 +3 +11%
SC
1035
Sierra Capital
Florida
$3K +$2.48K +26 New
SFG
1036
Steward Financial Group
Texas
$3K +$2.86K +30 New
TIM
1037
Tevis Investment Management
Texas
$3K +$2.96K +31 New
SC
1038
Schubert & Co
Texas
$3K +$3.25K +34 New
RCM
1039
Ravenstone Capital Management
$2.98K +$2.77K +29 New
CP
1040
Castleview Partners
Texas
$2.69K +$26.3M +276,025 New
First Manhattan
1041
First Manhattan
New York
$2K – – –
SSB
1042
Sandy Spring Bank
Maryland
$2K – – –
AA
1043
Addison Advisors
Vermont
$2K +$1.53K +16 New
CAC
1044
Core Alternative Capital
Georgia
$2K +$2.29K +24 New
BWM
1045
BerganKDV Wealth Management
Minnesota
$1K -$6.59K -69 -84%
BAM
1046
Bellevue Asset Management
Washington
$1K – – –
TFM
1047
TFC Financial Management
Massachusetts
$1K – – –
TFGT
1048
TS Financial Group (TSFG)
Illinois
$1K – – –
VRM
1049
Vectors Research Management
New York
$1K +$477 +5 New
CSWM
1050
Cassady Schiller Wealth Management
Ohio
$1K +$1.05K +11 New
40 41
42
43 44

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.