PGR icon

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 %
CT
1326
Colonial Trust
South Carolina
$265K +$163K +643 +161%
TW
1327
TrinityPoint Wealth
Connecticut
$264K +$2.54K +10 +1%
CPA
1328
Capital Performance Advisors
California
$264K +$264K +1,039 New
PNC
1329
Park National Corp
Ohio
$261K -$13.7K -54 -5%
RMDI
1330
R.M. Davis Inc
Maine
$261K – – –
LSPW
1331
Lake Street Private Wealth
Illinois
$261K -$39.1K -154 -13%
WTB
1332
Washington Trust Bank
Washington
$260K +$11.4K +45 +5%
GHA
1333
GW Henssler & Associates
Georgia
$257K – – –
RI
1334
Ridgewood Investments
New Jersey
$254K -$20.6K -81 -7%
RC
1335
RBF Capital
California
$254K – – –
SNB
1336
Security National Bank
Nebraska
$254K – – –
MWM
1337
Mindset Wealth Management
Indiana
$254K +$254K +1,000 New
IF
1338
Intrua Financial
Texas
$253K -$28.2K -111 -10%
CCA
1339
Cottonwood Capital Advisors
Utah
$252K -$1.02K -4 -0.4%
BPWM
1340
Badgley Phelps Wealth Managers
Washington
$251K +$251K +988 New
GBT
1341
Grove Bank & Trust
Florida
$250K -$9.39K -37 -4%
AWS
1342
Arkfeld Wealth Strategies
Nebraska
$250K -$5.62K -22 -2%
HAS
1343
HBW Advisory Services
California
$249K +$249K +979 New
WSWA
1344
Warren Street Wealth Advisors
California
$247K +$247K +974 New
G
1345
GenTrust
Florida
$246K +$246K +970 New
PI
1346
PFG Investments
New York
$244K +$244K +962 New
IDA
1347
Intelligence Driven Advisers
California
$244K +$244K +962 New
Betterment LLC
1348
Betterment LLC
New York
$244K +$244K +962 New
FCG
1349
Fielder Capital Group
Tennessee
$244K +$244K +961 New
KV
1350
Kickstand Ventures
New York
$243K +$243K +957 New
52 53
54
55 56