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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 %
WA
1026
Waverly Advisors
Alabama
$652K -$126K -495 -16%
ALAM
1027
Asahi Life Asset Management
Japan
$643K +$324K +1,275 +101%
USCWA
1028
U.S. Capital Wealth Advisors
Texas
$639K -$2.28K -9 -0.4%
IPW
1029
Impact Partnership Wealth
Georgia
$639K -$22.3K -88 -3%
CFA
1030
CWS Financial Advisors
Michigan
$635K – – –
GL
1031
Gerber LLC
Ohio
$634K – – –
MLM
1032
Mount Lucas Management
Pennsylvania
$633K +$15K +59 +2%
FMLI
1033
Fukoku Mutual Life Insurance
Japan
$632K – – –
BW
1034
Bison Wealth
Georgia
$631K +$7.36K +29 +1%
AWM
1035
Axxcess Wealth Management
California
$629K -$908K -3,580 -59%
SWP
1036
Significant Wealth Partners
Illinois
$629K +$48.5K +191 +8%
JSW
1037
Journey Strategic Wealth
New Jersey
$624K +$69.5K +274 +13%
IWA
1038
Icon Wealth Advisors
Texas
$623K +$16.5K +65 +3%
RZH
1039
Relyea Zuckerberg Hanson
Connecticut
$623K +$20.3K +80 +3%
OWM
1040
Orgel Wealth Management
Wisconsin
$623K – – –
EWA
1041
EP Wealth Advisors
California
$620K +$140K +552 +29%
BC
1042
Bridgefront Capital
Texas
$619K +$619K +2,440 New
SWM
1043
Selective Wealth Management
Virginia
$615K -$149K -597 -19%
GIA
1044
Gateway Investment Advisers
Ohio
$611K +$154K +605 +34%
TCOV
1045
Trust Company of Vermont
Vermont
$604K +$4.57K +18 +0.8%
LFAS
1046
Level Four Advisory Services
Texas
$601K +$144K +594 +32%
EA
1047
Everpar Advisors
Oklahoma
$600K -$150K -593 -20%
OAM
1048
Oxford Asset Management
United Kingdom
$597K +$597K +2,353 New
RDWM
1049
Red Door Wealth Management
Tennessee
$596K -$2.79K -11 -0.5%
VA
1050
Valmark Advisers
Ohio
$595K -$156K -614 -21%
40 41
42
43 44