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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 %
1SB
1276
1ST Source Bank
Indiana
$301K +$1.78K +7 +0.6%
VCM
1277
Vivaldi Capital Management
Illinois
$301K +$3.3K +13 +1%
EW
1278
Evoke Wealth
California
$301K +$301K +1,185 New
KFC
1279
Klingenstein Fields & Co
New York
$299K – – –
AWM
1280
Ariadne Wealth Management
California
$299K +$299K +1,171 New
WA
1281
Wealth Architects
California
$298K -$254 -1 -0.1%
LWP
1282
LMG Wealth Partners
Louisiana
$298K – – –
LOIM
1283
Liberty One Investment Management
Illinois
$296K -$6.85K -27 -2%
FNC
1284
First National Corp
Massachusetts
$295K +$9.9K +39 +3%
SW
1285
SMART Wealth
Nebraska
$295K +$295K +1,164 New
PWA
1286
Providence Wealth Advisors
Illinois
$294K – – –
RWP
1287
RWA Wealth Partners
Massachusetts
$294K +$3.81K +15 +1%
EL
1288
EWA LLC
Pennsylvania
$293K +$34.5K +134 +13%
PBC
1289
Pavion Blue Capital
California
$291K – – –
PWP
1290
Perfromance Wealth Partners
Illinois
$291K +$15.2K +60 +6%
HPC
1291
HM Payson & Co
Maine
$289K +$2.54K +10 +0.9%
MBTD
1292
Mechanics Bank - Trust Department
California
$289K -$254 -1 -0.1%
PBO
1293
Peoples Bank (Ohio)
Ohio
$288K -$3.3K -13 -1%
KAM
1294
Knightsbridge Asset Management
California
$287K +$2.79K +11 +1%
JWCA
1295
J.W. Cole Advisors
Florida
$285K +$4.06K +16 +1%
ST
1296
Sentinel Trust
Texas
$284K – – –
GWSG
1297
GPS Wealth Strategies Group
Colorado
$281K +$5.08K +20 +2%
JWM
1298
Jackson Wealth Management
Florida
$281K +$281K +1,109 New
PVI
1299
Pine Valley Investments
New Jersey
$281K – – –
BCMO
1300
Buckingham Capital Management (Ohio)
Ohio
$280K -$28.9K -114 -9%
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