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Progressive

1,171 hedge funds and large institutions have $64.3B invested in Progressive in 2022 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 403 increasing their positions, 442 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 76

9% more capital invested

Capital invested by funds: $58.8B → $64.3B (+$5.56B)

6% more funds holding

Funds holding: 1,1051,171 (+66)

0.42% less ownership

Funds ownership: 85.4%84.99% (-0.42%)

6% less call options, than puts

Call options by funds: $221M | Put options by funds: $234M

9% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 442

12% less funds holding in top 10

Funds holding in top 10: 6053 (-7)

Holders
1,171
Holders Change
+66
Holders Change %
+5.97%
% of All Funds
18.82%
Holding in Top 10
53
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.67%
% of All Funds
0.85%
New
163
Increased
403
Reduced
442
Closed
76
Calls
$221M
Puts
$234M
Net Calls
-$13.3M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.56B +$85.6M +675,839 +1%
BlackRock
2
BlackRock
New York
$5.64B +$222M +1,750,516 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
$3.39B -$165M -1,299,582 -5%
State Street
4
State Street
Massachusetts
$3.31B +$94.8M +748,022 +3%
Bank of America
5
Bank of America
North Carolina
$2.49B -$215M -1,694,835 -8%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.4B -$346M -2,733,115 -13%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.97B -$37.5M -295,859 -2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$1.63B +$77.1M +608,635 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.46B +$8.33M +65,773 +0.6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.21B -$1.53M -12,092 -0.1%
AllianceBernstein
11
AllianceBernstein
Tennessee
$1.21B +$63.7M +502,985 +6%
Artisan Partners
12
Artisan Partners
Wisconsin
$1.16B -$113M -893,305 -9%
Principal Financial Group
13
Principal Financial Group
Iowa
$1B +$59.4M +468,733 +6%
Capital World Investors
14
Capital World Investors
California
$929M +$121K +956 +0%
Morgan Stanley
15
Morgan Stanley
New York
$872M +$173M +1,361,665 +25%
Northern Trust
16
Northern Trust
Illinois
$814M -$14.7M -116,046 -2%
Norges Bank
17
Norges Bank
Norway
$803M +$43.4M +342,847 +6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$778M -$18.1M -142,495 -2%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$738M -$638M -5,035,237 -47%
Deutsche Bank
20
Deutsche Bank
Germany
$682M -$27.2M -214,516 -4%
Victory Capital Management
21
Victory Capital Management
Texas
$639M -$1.42M -11,185 -0.2%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$569M +$113M +892,815 +26%
Invesco
23
Invesco
Georgia
$529M -$33.5M -264,411 -6%
Legal & General Group
24
Legal & General Group
United Kingdom
$523M -$42.1M -332,273 -8%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$506M -$29.5M -232,902 -6%

PGR Hedge Fund Activity: Q4 2022 in Review

1,171 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q4 2022, worth a combined $64.3B — up 9.5% from $58.8B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new PGR positions and 76 closed out — a net gain of 87 holders — while 403 added to existing stakes and 442 trimmed.

The largest buyer was BlackRock, adding an estimated $222M. The largest seller was Janus Henderson Group, cutting an estimated $638M.

  • 1,171 institutional investors held Progressive (PGR) as of Q4 2022, up from 1,105 in Q3 2022.
  • Funds reported $64.3B of Progressive stock for Q4 2022, up 9.5% quarter-over-quarter.
  • 163 funds opened new Progressive positions in Q4 2022 and 76 closed out, a net change of +87 holders.
  • The largest Progressive buyer in Q4 2022 was BlackRock, an estimated $222M added.
  • The largest Progressive seller in Q4 2022 was Janus Henderson Group, an estimated $638M sold.

Based on aggregated 13F filings for Q4 2022.