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Progressive
PGR

Overview Fund Activity

1,165 hedge funds and large institutions have $70.3B invested in Progressive in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 434 increasing their positions, 455 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,165
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
18.57%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.67%
New
107
Increased
434
Reduced
455
Closed
100
Calls
$574M
Puts
$281M
Net Calls
+$293M
Net Calls Change
+$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$418M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$371M
3
Franklin Resources
Franklin Resources
California
+$255M
4
Capital International Investors
Capital International Investors
California
+$222M
5
BlackRock
BlackRock
New York
+$218M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$811M
2
GQG Partners
GQG Partners
Florida
-$285M
3
State Street
State Street
Massachusetts
-$150M
4
Victory Capital Management
Victory Capital Management
Texas
-$131M
5
Bank of America
Bank of America
North Carolina
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
UIA
1026
Ulland Investment Advisors
Minnesota
$74K – – –
OC
1027
Oakworth Capital
Alabama
$73.3K +$19.1K +137 +35%
CCP
1028
Carmel Capital Partners
California
$72.7K +$72.7K +522 New
FWM
1029
Focused Wealth Management
New York
$71.2K – – –
PP
1030
PrairieView Partners
Minnesota
$67K – – –
FMII
1031
Farmers & Merchants Investments Inc
Nebraska
$64.2K – – –
FRA
1032
Front Row Advisors
California
$64.2K +$2.09K +15 +3%
BAAM
1033
Baker Avenue Asset Management
California
$64.2K -$18.8K -135 -23%
SOW
1034
State of Wyoming
Wyoming
$64.1K +$64.1K +460 New
MIA
1035
Milestone Investment Advisors
Wisconsin
$62.7K +$62.7K +450 New
OA
1036
Operose Advisors
Wisconsin
$62.1K +$62.1K +446 New
ZB
1037
Zions Bancorporation
Utah
$60.3K -$697 -5 -1%
AWM
1038
Avior Wealth Management
Nebraska
$59.8K -$7.1K -51 -11%
WT
1039
Washington Trust
Rhode Island
$59.6K +$975 +7 +2%
CAC
1040
Core Alternative Capital
Georgia
$58.7K – – –
AAG
1041
Armstrong Advisory Group
Massachusetts
$58.4K – – –
WTC
1042
WhitTier Trust Company
Nevada
$58.2K -$279 -2 -0.5%
SFG
1043
Steward Financial Group
Texas
$58K +$9.78K +71 +20%
MA
1044
Montag & Associates
Georgia
$57.4K -$14.5K -104 -20%
CT
1045
Colonial Trust
South Carolina
$56.6K – – –
APF
1046
Alaska Permanent Fund
Alaska
$54.7K -$75.4K -541 -58%
VC
1047
Vestor Capital
Illinois
$53K -$32.4K -233 -38%
MCM
1048
MV Capital Management
Maryland
$50K +$1.25K +9 +3%
QC
1049
Quent Capital
New York
$49.9K +$5.71K +41 +13%
BONH
1050
Bank of New Hampshire
New Hampshire
$48.1K – – –
40 41
42
43 44