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Progressive

444 hedge funds and large institutions have $12.1B invested in Progressive in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 165 increasing their positions, 154 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more call options, than puts

Call options by funds: $7.33M | Put options by funds: $1.96M

77% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 30

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

7% more capital invested

Capital invested by funds: $11.3B → $12.1B (+$825M)

4% more funds holding

Funds holding: 426444 (+18)

7% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 154

0.62% more ownership

Funds ownership: 75.77%76.38% (+0.62%)

Holders
444
Holders Change
+18
Holders Change %
+4.23%
% of All Funds
11.84%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
53
Increased
165
Reduced
154
Closed
30
Calls
$7.33M
Puts
$1.96M
Net Calls
+$5.37M
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.1B +$192M +7,285,000 +22%
Vanguard Group
2
Vanguard Group
Pennsylvania
$750M +$29.5M +1,118,143 +4%
BBHC
3
Brown Brothers Harriman & Co
New York
$703M -$51.3M -1,946,691 -7%
State Street
4
State Street
Massachusetts
$678M +$33.2M +1,257,662 +5%
FMI
5
Fiduciary Management Inc
Wisconsin
$632M +$91.3M +3,461,047 +17%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$609M -$9.24M -350,440 -2%
Artisan Partners
7
Artisan Partners
Wisconsin
$539M -$11M -417,551 -2%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$465M +$17.1M +647,388 +4%
BIT
9
BlackRock Institutional Trust
California
$396M +$1.94M +73,395 +0.5%
Morgan Stanley
10
Morgan Stanley
New York
$336M -$307M -11,639,194 -48%
Invesco
11
Invesco
Georgia
$316M +$2.61M +98,943 +0.9%
JP Morgan Chase
12
JP Morgan Chase
New York
$240M -$23.8M -903,441 -9%
BFA
13
BlackRock Fund Advisors
California
$221M +$16.4M +622,139 +8%
Primecap Management
14
Primecap Management
California
$203M +$126M +4,773,925 +174%
Diamond Hill Capital Management
15
Diamond Hill Capital Management
Ohio
$188M +$11.1M +420,249 +6%
Northern Trust
16
Northern Trust
Illinois
$184M -$350K -13,282 -0.2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$158M +$98.3K +3,728 +0.1%
CB
18
Cooke & Bieler
Pennsylvania
$133M -$1.54M -58,330 -1%
Principal Financial Group
19
Principal Financial Group
Iowa
$131M -$9.53M -361,443 -7%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$123M +$7.38M +279,934 +7%
Pzena Investment Management
21
Pzena Investment Management
New York
$122M +$909K +34,475 +0.8%
BG
22
BlackRock Group
United Kingdom
$119M +$12.6M +479,575 +12%
Public Sector Pension Investment Board (PSP Investments)
23
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$113M -$40M -1,515,247 -27%
Victory Capital Management
24
Victory Capital Management
Texas
$110M +$58.9M +2,231,868 +122%
JWBC
25
John W. Bristol & Co
New York
$99.3M -$1.92M -72,864 -2%

PGR Hedge Fund Activity: Q4 2014 in Review

444 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q4 2014, worth a combined $12.1B — up 7.3% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PGR positions and 30 closed out — a net gain of 23 holders — while 165 added to existing stakes and 154 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $192M. The largest seller was Morgan Stanley, cutting an estimated $307M.

  • 444 institutional investors held Progressive (PGR) as of Q4 2014, up from 426 in Q3 2014.
  • Funds reported $12.1B of Progressive stock for Q4 2014, up 7.3% quarter-over-quarter.
  • 53 funds opened new Progressive positions in Q4 2014 and 30 closed out, a net change of +23 holders.
  • The largest Progressive buyer in Q4 2014 was Capital Research Global Investors, an estimated $192M added.
  • The largest Progressive seller in Q4 2014 was Morgan Stanley, an estimated $307M sold.

Based on aggregated 13F filings for Q4 2014.