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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 %
GA
1301
Goldstein Advisors
Wisconsin
$280K +$280K +1,104 New
KWM
1302
KFG Wealth Management
Indiana
$280K +$280K +1,103 New
RMCM
1303
Reynders McVeigh Capital Management
Massachusetts
$279K +$279K +1,100 New
CCA
1304
Childress Capital Advisors
Texas
$279K +$10.4K +41 +4%
FPFS
1305
First Personal Financial Services
North Carolina
$279K +$761 +3 +0.3%
ISL
1306
Ingalls & Snyder LLC
New York
$278K +$278K +1,094 New
PWW
1307
Pettyjohn Wood & White
Virginia
$275K – – –
RT
1308
Rockland Trust
Massachusetts
$275K +$4.06K +16 +1%
MMPW
1309
Mitchell McLeod Pugh & Williams
Alabama
$274K -$41.9K -165 -13%
AFG
1310
Albion Financial Group
Utah
$274K +$274K +1,080 New
BTWM
1311
Baker Tilly Wealth Management
Wisconsin
$274K -$31K -122 -10%
CWM
1312
Chesapeake Wealth Management
Virginia
$274K – – –
NRI
1313
NFP Retirement Inc
California
$273K – – –
EIP
1314
Ellis Investment Partners
Pennsylvania
$272K +$254 +1 +0.1%
MA
1315
MONECO Advisors
Connecticut
$272K -$5.58K -22 -2%
LWL
1316
Leo Wealth LLC
Texas
$272K -$42.1K -166 -13%
TFF
1317
The Family Firm
Maryland
$272K +$57.1K +225 +27%
AFT
1318
Alpha Family Trust
California
$272K – – –
BCM
1319
Becker Capital Management
Oregon
$271K +$20K +79 +8%
SP
1320
Stonebrook Private
Michigan
$271K +$271K +1,068 New
GCM
1321
Gallacher Capital Management
Colorado
$270K +$270K +1,062 New
ANBT
1322
American National Bank & Trust
Texas
$269K – – –
YIA
1323
YHB Investment Advisors
Connecticut
$268K +$2.79K +11 +1%
BCM
1324
Brookstone Capital Management
Illinois
$268K +$38.1K +150 +17%
BFO
1325
Biltmore Family Office
North Carolina
$267K +$6.34K +25 +2%
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