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Progressive

460 hedge funds and large institutions have $12.9B invested in Progressive in 2015 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 160 increasing their positions, 157 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $43.1M | Put options by funds: $15.8M

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

5% more funds holding

Funds holding: 438460 (+22)

2.24% more ownership

Funds ownership: 77.19%79.44% (+2.2%)

5% more capital invested

Capital invested by funds: $12.3B → $12.9B (+$594M)

2% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 157

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
460
Holders Change
+22
Holders Change %
+5.02%
% of All Funds
12.39%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
56
Increased
160
Reduced
157
Closed
29
Calls
$43.1M
Puts
$15.8M
Net Calls
+$27.3M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.59B +$261M +9,582,386 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$824M +$10.1M +368,712 +1%
BBHC
3
Brown Brothers Harriman & Co
New York
$686M -$23.9M -877,563 -3%
State Street
4
State Street
Massachusetts
$629M -$17.8M -651,521 -3%
FMI
5
Fiduciary Management Inc
Wisconsin
$625M -$12.1M -445,030 -2%
LP
6
Longview Partners
Guernsey
$590M +$423M +15,512,900 +273%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$538M +$25.9M +948,310 +5%
Artisan Partners
8
Artisan Partners
Wisconsin
$499M -$23.2M -850,971 -5%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$465M -$12M -438,284 -3%
BIT
10
BlackRock Institutional Trust
California
$397M -$22.6M -830,169 -5%
Invesco
11
Invesco
Georgia
$390M -$2.62M -96,156 -0.7%
Primecap Management
12
Primecap Management
California
$323M +$63.5M +2,329,775 +25%
JP Morgan Chase
13
JP Morgan Chase
New York
$242M +$2.27M +83,134 +1%
BFA
14
BlackRock Fund Advisors
California
$226M -$968K -35,514 -0.4%
Diamond Hill Capital Management
15
Diamond Hill Capital Management
Ohio
$191M -$288K -10,573 -0.2%
Northern Trust
16
Northern Trust
Illinois
$187M +$1.09M +40,141 +0.6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$148M -$8.19M -300,201 -5%
CB
18
Cooke & Bieler
Pennsylvania
$145M -$4.24M -155,510 -3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$142M +$9.42M +345,596 +7%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$136M +$1.74M +63,872 +1%
Pzena Investment Management
21
Pzena Investment Management
New York
$126M -$865K -31,729 -0.7%
Victory Capital Management
22
Victory Capital Management
Texas
$126M -$52.8M -1,937,460 -30%
BG
23
BlackRock Group
United Kingdom
$122M +$520K +19,060 +0.4%
MCI
24
McDonald Capital Investors
California
$98.4M +$10.4M +380,350 +12%
Principal Financial Group
25
Principal Financial Group
Iowa
$90M -$13.4M -489,806 -13%

PGR Hedge Fund Activity: Q2 2015 in Review

460 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q2 2015, worth a combined $12.9B — up 4.8% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PGR positions and 29 closed out — a net gain of 27 holders — while 160 added to existing stakes and 157 trimmed.

The largest buyer was Longview Partners, adding an estimated $423M. The largest seller was Morgan Stanley, cutting an estimated $246M.

  • 460 institutional investors held Progressive (PGR) as of Q2 2015, up from 438 in Q1 2015.
  • Funds reported $12.9B of Progressive stock for Q2 2015, up 4.8% quarter-over-quarter.
  • 56 funds opened new Progressive positions in Q2 2015 and 29 closed out, a net change of +27 holders.
  • The largest Progressive buyer in Q2 2015 was Longview Partners, an estimated $423M added.
  • The largest Progressive seller in Q2 2015 was Morgan Stanley, an estimated $246M sold.

Based on aggregated 13F filings for Q2 2015.