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Progressive

1,002 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, 404 increasing their positions, 363 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 67

11% more repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 363

1.15% more ownership

Funds ownership: 82.22%83.38% (+1.2%)

1% more funds holding

Funds holding: 9921,002 (+10)

4% more capital invested

Capital invested by funds: $45.6B → $47.4B (+$1.82B)

17% less call options, than puts

Call options by funds: $152M | Put options by funds: $182M

20% less funds holding in top 10

Funds holding in top 10: 3528 (-7)

Holders
1,002
Holders Change
+10
Holders Change %
+1.01%
% of All Funds
17.44%
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
404
Reduced
363
Closed
67
Calls
$152M
Puts
$182M
Net Calls
-$30.1M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1051
Laffer Tengler Investments
Tennessee
-$146K -1,528 Closed
PP
1052
Paloma Partners
Connecticut
-$133K -1,340 Closed
WAP
1053
Wealthcare Advisory Partners
Pennsylvania
-$99K -1,036 Closed
AS
1054
Altshuler Shaham
Israel
-$79K -827 Closed
DWP
1055
Destiny Wealth Partners
Florida
-$73K -764 Closed
EP
1056
Eudaimonia Partners
Tennessee
-$35K -369 Closed
KPCM
1057
Kings Point Capital Management
New York
-$33K -350 Closed
SLF
1058
Sun Life Financial
Ontario, Canada
-$33K -347 Closed
NIC
1059
Northwest Investment Counselors
Oregon
-$21K -215 Closed
TAM
1060
Tucker Asset Management
Colorado
-$14.3K -150 Closed
TF
1061
TimeScale Financial
Massachusetts
-$9K -93 Closed
MWP
1062
Meridian Wealth Partners
Pennsylvania
-$9K -90 Closed
HWM
1063
HighMark Wealth Management
Minnesota
-$8K -80 Closed
GC
1064
Globeflex Capital
California
-$7K -77 Closed
WCM
1065
Wealthcare Capital Management
Virginia
-$7K -68 Closed
GAM
1066
Grandview Asset Management
Pennsylvania
-$5K -50 Closed
SBL
1067
Sargent Bickham Lagudis
Colorado
-$4K -43 Closed
RCM
1068
Regency Capital Management
Hawaii
-$1K -13 Closed
SWA
1069
SOA Wealth Advisors
New York
+$99 +1 +33%

PGR Hedge Fund Activity: Q2 2021 in Review

1,002 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q2 2021, worth a combined $47.4B — up 4% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PGR positions and 67 closed out — a net gain of 18 holders — while 404 added to existing stakes and 363 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $406M. The largest seller was Invesco, cutting an estimated $236M.

  • 1,002 institutional investors held Progressive (PGR) as of Q2 2021, up from 992 in Q1 2021.
  • Funds reported $47.4B of Progressive stock for Q2 2021, up 4% quarter-over-quarter.
  • 85 funds opened new Progressive positions in Q2 2021 and 67 closed out, a net change of +18 holders.
  • The largest Progressive buyer in Q2 2021 was JP Morgan Chase, an estimated $406M added.
  • The largest Progressive seller in Q2 2021 was Invesco, an estimated $236M sold.

Based on aggregated 13F filings for Q2 2021.