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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 %
SAI
1051
Savvy Advisors Inc
New York
$593K +$593K +2,337 New
OFS
1052
OneAscent Financial Services
Alabama
$592K +$592K +2,335 New
GF
1053
Gries Financial
Ohio
$591K -$4.31K -17 -0.7%
MSCM
1054
McElhenny Sheffield Capital Management
Texas
$588K +$588K +2,319 New
LAM
1055
L2 Asset Management
Massachusetts
$588K +$19.8K +78 +3%
PWP
1056
Phillips Wealth Planners
Mississippi
$586K -$67.4K -264 -10%
WA
1057
Waddell & Associates
Tennessee
$586K – – –
KAS
1058
KPP Advisory Services
Kentucky
$584K -$17K -67 -3%
WCWM
1059
Willow Creek Wealth Management
California
$581K -$29.2K -115 -5%
LSA
1060
Lion Street Advisors
Texas
$581K -$3.3K -13 -0.6%
HH
1061
Hilltop Holdings
Texas
$580K +$580K +2,287 New
EWM
1062
Empirical Wealth Management
Washington
$579K +$18.3K +72 +3%
MAG
1063
MRA Advisory Group
New Jersey
$573K +$179K +705 +45%
FHC
1064
First Heartland Consultants
Missouri
$572K +$20.1K +79 +4%
FAFN
1065
First Affirmative Financial Network
Colorado
$569K +$71.3K +281 +14%
UHC
1066
Union Heritage Capital
Michigan
$568K – – –
SWM
1067
Stockman Wealth Management
Montana
$566K -$254 -1 -0%
KLCM
1068
KG&L Capital Management
Louisiana
$563K +$134K +527 +31%
UCB
1069
United Community Bank
South Carolina
$562K +$101K +398 +22%
JCM
1070
Jacobi Capital Management
Pennsylvania
$560K -$508 -2 -0.1%
KWM
1071
Kolinsky Wealth Management
New Jersey
$560K -$32.7K -129 -6%
JWCA
1072
J.W. Coons Advisors
Ohio
$558K – – –
OFS
1073
Orrstown Financial Services
Pennsylvania
$555K +$132K +521 +31%
B
1074
Bellecapital
Switzerland
$554K -$379K -1,494 -41%
CAL
1075
Capital Analysts LLC
Pennsylvania
$552K +$93.6K +369 +20%
41 42
43
44 45