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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 %
TPI
1201
Trust Point Inc
Wisconsin
$380K -$2.03K -8 -0.5%
FWIA
1202
Fort Washington Investment Advisors
Ohio
$380K +$5.58K +22 +1%
TW
1203
TritonPoint Wealth
Maryland
$380K -$49.5K -197 -12%
LCWP
1204
Legacy Capital Wealth Partners
Arkansas
$377K -$133K -526 -26%
CH
1205
Cromwell Holdings
Wyoming
$375K – – –
FFG
1206
Fiduciary Financial Group
California
$373K +$13.7K +55 +4%
GLA
1207
Good Life Advisors
Pennsylvania
$372K +$372K +1,466 New
LWANC
1208
Laurel Wealth Advisors (North Carolina)
North Carolina
$369K – – –
KFA
1209
Kapstone Financial Advisors
Ohio
$369K – – –
RFN
1210
RDA Financial Network
Iowa
$369K -$22.8K -90 -6%
YWS
1211
Yarger Wealth Strategies
Ohio
$368K +$2.54K +10 +0.7%
IC
1212
Iconiq Capital
California
$368K +$368K +1,450 New
AGC
1213
Aspen Grove Capital
Colorado
$367K – – –
CSPIA
1214
Cary Street Partners Investment Advisory
Virginia
$366K +$9.9K +39 +3%
FSA
1215
Franklin Street Advisors
North Carolina
$366K – – –
CFP
1216
Cascade Financial Partners
California
$366K – – –
MPM
1217
MBB Public Markets
Illinois
$365K -$10.2M -40,261 -97%
RW
1218
REDW Wealth
New Mexico
$365K – – –
CIA
1219
Capital Investment Advisors
Georgia
$364K +$93.9K +370 +35%
STCG
1220
Speece Thorson Capital Group
Minnesota
$362K – – –
4WM
1221
49 Wealth Management
Texas
$362K +$29.4K +116 +9%
KA
1222
Klingman & Associates
New York
$360K +$360K +1,420 New
FFWA
1223
Forthright Family Wealth Advisory
Texas
$358K -$764 -3 -0.2%
CHP
1224
Cable Hill Partners
Oregon
$358K -$43.6K -172 -11%
DOA
1225
D'Orazio & Associates
Virginia
$355K +$4.06K +16 +1%
47 48
49
50 51