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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 %
DCM
1126
DGS Capital Management
New Jersey
$458K +$458K +1,806 New
FDDB
1127
Fidelity D&D Bancorp
Pennsylvania
$458K -$20K -79 -4%
WMA
1128
Wealth Management Associates
New Jersey
$458K +$2.54K +10 +0.6%
CFM
1129
Catalyst Funds Management
Australia
$457K +$457K +1,800 New
MCC
1130
Money Concepts Capital
Florida
$453K +$98K +386 +28%
SW
1131
Simplicity Wealth
New Jersey
$452K -$3.02M -11,916 -87%
SAM
1132
Sompo Asset Management
Japan
$452K -$99K -390 -18%
ATS
1133
Ashton Thomas Securities
New York
$450K +$450K +1,773 New
SAM
1134
Synergy Asset Management
Washington
$449K -$3.3K -13 -0.7%
CMBA
1135
C.M. Bidwell & Associates
Hawaii
$449K +$449K +1,768 New
NWWA
1136
New Wave Wealth Advisors
Arkansas
$448K +$1.27K +5 +0.3%
HOWA
1137
Heritage Oak Wealth Advisors
Florida
$448K +$448K +1,765 New
CA
1138
Cortland Associates
Missouri
$445K -$254K -1,000 -36%
AB
1139
Atlas Brown
Kentucky
$445K -$1.52K -6 -0.3%
PDL
1140
Portfolio Design Labs
California
$444K -$50.2K -198 -10%
BWA
1141
Brave Warrior Advisors
New York
$443K – – –
MWM
1142
Modern Wealth Management
Kansas
$442K -$41.9K -165 -9%
RA
1143
Ruggaard & Associates
Ohio
$441K – – –
PWS
1144
Precision Wealth Strategies
Missouri
$437K -$14K -55 -3%
OWM
1145
OneAscent Wealth Management
Alabama
$435K +$435K +1,713 New
CP
1146
Castleview Partners
Texas
$434K +$11.4K +45 +3%
ATC
1147
Argent Trust Co
Tennessee
$431K -$32.5K -128 -7%
SLWA
1148
San Luis Wealth Advisors
California
$430K +$430K +1,695 New
RK
1149
Rather & Kittrell
Tennessee
$430K +$1.27K +5 +0.3%
NI
1150
NDVR Inc
Massachusetts
$429K +$20.3K +81 +5%
44 45
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