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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 %
BWAM
1051
Boyd Watterson Asset Management
Ohio
$46.5K – – –
HPC
1052
HM Payson & Co
Maine
$44.9K -$3.07K -22 -6%
BWM
1053
Baystate Wealth Management
Massachusetts
$44.4K -$8.5K -61 -16%
GEA
1054
Glen Eagle Advisors
New Jersey
$40.3K – – –
CAL
1055
Capital Advisors Ltd
Ohio
$40K -$12.3K -88 -24%
FCA
1056
FinTrust Capital Advisors
South Carolina
$39.6K -$49K -352 -55%
CAS
1057
Coppell Advisory Solutions
Texas
$39.3K +$23.2K +179 +144%
RFA
1058
Resurgent Financial Advisors
Georgia
$39.3K +$1.53K +11 +4%
AP
1059
Arlington Partners
Alabama
$35.7K – – –
AT
1060
Arlington Trust
Alabama
$35.7K +$35.7K +256 New
QL
1061
Quarry LP
New York
$35.4K +$35.4K +254 New
CTA
1062
Colonial Trust Advisors
South Carolina
$32.5K +$11.3K +81 +53%
SSB
1063
Sandy Spring Bank
Maryland
$30.4K +$5.99K +43 +25%
SS
1064
Sunbelt Securities
Texas
$30K +$139 +1 +0.5%
CG
1065
Cutler Group
California
$29K -$146K -1,063 -83%
HI
1066
Harbour Investments
Wisconsin
$28.8K +$15K +108 +109%
SWA
1067
Sutton Wealth Advisors
Florida
$28.1K -$10.4K -75 -27%
BAM
1068
Byrne Asset Management
New Jersey
$28K – – –
C
1069
Covestor
United Kingdom
$28K +$280 +2 +1%
NFSG
1070
Newbridge Financial Services Group
Florida
$28K -$5.15K -37 -16%
SIC
1071
Salem Investment Counselors
North Carolina
$27.9K – – –
GKIM
1072
GW&K Investment Management
Massachusetts
$27K +$560 +4 +2%
CH
1073
Canton Hathaway
Rhode Island
$26K – – –
PMFA
1074
Plante Moran Financial Advisors
Michigan
$25.5K -$2.37K -17 -9%
JFA
1075
JNBA Financial Advisors
Minnesota
$25.4K +$5.02K +36 +25%
41 42
43
44 45