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Progressive

489 hedge funds and large institutions have $16.3B invested in Progressive in 2015 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 189 increasing their positions, 153 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,845% more call options, than puts

Call options by funds: $86.3M | Put options by funds: $4.44M

97% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 33

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

26% more capital invested

Capital invested by funds: $12.9B → $16.3B (+$3.34B)

24% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 153

6% more funds holding

Funds holding: 460489 (+29)

0.95% more ownership

Funds ownership: 79.44%80.38% (+0.95%)

Holders
489
Holders Change
+29
Holders Change %
+6.3%
% of All Funds
13.65%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.42%
New
65
Increased
189
Reduced
153
Closed
33
Calls
$86.3M
Puts
$4.44M
Net Calls
+$81.9M
Net Calls Change
+$54.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$1.89B -$1.86M -61,641 Closed
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.75B
Vanguard Group
3
Vanguard Group
Pennsylvania
$963M +$55.2M +1,826,939 +6%
State Street
4
State Street
Massachusetts
$736M +$42.8M +1,417,770 +6%
BBHC
5
Brown Brothers Harriman & Co
New York
$700M -$54M -1,787,636 -7%
FMI
6
Fiduciary Management Inc
Wisconsin
$683M -$4.98M -164,934 -0.7%
LP
7
Longview Partners
Guernsey
$637M -$12.4M -408,953 -2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$622M +$29.4M +971,670 +5%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$500M -$11.5M -380,740 -2%
Artisan Partners
10
Artisan Partners
Wisconsin
$485M -$63.1M -2,089,290 -12%
BIT
11
BlackRock Institutional Trust
California
$461M +$23M +760,983 +5%
Invesco
12
Invesco
Georgia
$392M -$37.4M -1,239,162 -9%
Primecap Management
13
Primecap Management
California
$352M -$3.41M -112,825 -1%
BFA
14
BlackRock Fund Advisors
California
$269M +$19.4M +642,315 +8%
Northern Trust
15
Northern Trust
Illinois
$216M +$9.76M +322,977 +5%
JP Morgan Chase
16
JP Morgan Chase
New York
$209M -$56.6M -1,873,524 -22%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$165M +$1.72M +57,075 +1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$163M +$13.2M +437,031 +9%
Diamond Hill Capital Management
19
Diamond Hill Capital Management
Ohio
$162M -$47.1M -1,560,350 -23%
VAM
20
Vontobel Asset Management
New York
$154M +$143M +4,726,423 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$141M -$15M -496,645 -10%
BG
22
BlackRock Group
United Kingdom
$141M +$6.93M +229,495 +5%
Wells Fargo
23
Wells Fargo
California
$131M +$32.2M +1,064,546 +33%
CB
24
Cooke & Bieler
Pennsylvania
$119M -$40.6M -1,344,331 -26%
MCI
25
McDonald Capital Investors
California
$107M -$1.34M -44,350 -1%

PGR Hedge Fund Activity: Q3 2015 in Review

489 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q3 2015, worth a combined $16.3B — up 26% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PGR positions and 33 closed out — a net gain of 32 holders — while 189 added to existing stakes and 153 trimmed.

The largest buyer was Vontobel Asset Management, opening a new position worth an estimated $143M. The largest seller was Artisan Partners, cutting an estimated $63.1M.

  • 489 institutional investors held Progressive (PGR) as of Q3 2015, up from 460 in Q2 2015.
  • Funds reported $16.3B of Progressive stock for Q3 2015, up 26% quarter-over-quarter.
  • 65 funds opened new Progressive positions in Q3 2015 and 33 closed out, a net change of +32 holders.
  • The largest Progressive buyer in Q3 2015 was Vontobel Asset Management, an estimated $143M added.
  • The largest Progressive seller in Q3 2015 was Artisan Partners, an estimated $63.1M sold.

Based on aggregated 13F filings for Q3 2015.