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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 %
DBRC
1251
D.B. Root & Company
Pennsylvania
$328K +$14K +55 +4%
FWM
1252
Focused Wealth Management
New York
$326K +$326K +511 New
FOA
1253
Five Oceans Advisors
California
$325K +$254 +1 +0.1%
BFA
1254
Beacon Financial Advisory
Ohio
$324K +$8.63K +34 +3%
WW
1255
Waterfront Wealth
Kansas
$324K – – –
CPIG
1256
Chicago Partners Investment Group
Illinois
$323K +$47.2K +191 +17%
GAMC
1257
Garner Asset Management Corp
Texas
$323K – – –
C
1258
Certuity
Florida
$322K -$37.6K -148 -10%
SAI
1259
Systematic Alpha Investments
New Jersey
$319K – – –
APG
1260
Abacus Planning Group
South Carolina
$319K +$319K +1,256 New
AWM
1261
Aprio Wealth Management
Georgia
$316K +$15.2K +60 +5%
MPW
1262
Monterey Private Wealth
California
$315K – – –
WCM
1263
Wallace Capital Management
Texas
$315K +$9.9K +39 +3%
SCA
1264
Sandy Cove Advisors
Massachusetts
$310K +$8.12K +32 +3%
A
1265
AlphaQuest
New York
$310K -$1.62M -6,369 -84%
DWA
1266
Douglass Winthrop Advisors
New York
$310K – – –
PL
1267
Plancorp LLC
Missouri
$309K +$7.87K +31 +3%
MIC
1268
Means Investment Company
Maine
$308K +$6.09K +24 +2%
BA
1269
Bristlecone Advisors
Washington
$308K – – –
IIA
1270
Integral Investment Advisors
California
$307K +$5.33K +21 +2%
M
1271
MOTCO
Texas
$306K – – –
CBA
1272
Coastal Bridge Advisors
Connecticut
$306K – – –
PFM
1273
Phillips Financial Management
Indiana
$303K +$2.03K +8 +0.7%
LP
1274
LGL Partners
Pennsylvania
$302K +$26.4K +104 +10%
MSFS
1275
Main Street Financial Solutions
Pennsylvania
$301K -$19.8K -78 -6%
49 50
51
52 53