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Progressive

1,170 hedge funds and large institutions have $70.4B invested in Progressive in 2023 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 436 increasing their positions, 457 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $574M | Put options by funds: $281M

11% more funds holding in top 10

Funds holding in top 10: 3842 (+4)

7% more capital invested

Capital invested by funds: $65.9B → $70.4B (+$4.44B)

1.14% more ownership

Funds ownership: 85.05%86.18% (+1.1%)

7% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 101

1% less funds holding

Funds holding: 1,1791,170 (-9)

5% less repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 457

Holders
1,170
Holders Change
-9
Holders Change %
-0.76%
% of All Funds
18.57%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.67%
New
108
Increased
436
Reduced
457
Closed
101
Calls
$574M
Puts
$281M
Net Calls
+$293M
Net Calls Change
+$214M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.14B +$14.1M +107,276 +0.2%
BlackRock
2
BlackRock
New York
$6.34B +$206M +1,568,054 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
$4.29B +$395M +3,000,411 +11%
State Street
4
State Street
Massachusetts
$3.33B -$142M -1,079,971 -4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3B +$351M +2,666,449 +14%
Bank of America
6
Bank of America
North Carolina
$2.34B -$118M -896,717 -5%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$2.01B -$49.3M -374,585 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.61B +$31.9M +242,847 +2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$1.6B -$41.2M -313,039 -3%
AllianceBernstein
10
AllianceBernstein
Tennessee
$1.37B +$7.78M +59,138 +0.6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$1.3B -$766M -5,822,510 -39%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$1.25B -$6.85M -52,043 -0.6%
Principal Financial Group
13
Principal Financial Group
Iowa
$1.04B -$7.06M -53,684 -0.7%
Capital World Investors
14
Capital World Investors
California
$995M -$13.4M -102,007 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$963M +$86.2M +655,706 +10%
Artisan Partners
16
Artisan Partners
Wisconsin
$915M -$25M -190,206 -3%
Norges Bank
17
Norges Bank
Norway
$907M +$7.74M +58,866 +0.9%
Morgan Stanley
18
Morgan Stanley
New York
$857M -$58.6M -445,640 -7%
Northern Trust
19
Northern Trust
Illinois
$833M +$21.4M +162,916 +3%
Deutsche Bank
20
Deutsche Bank
Germany
$786M +$20.6M +156,332 +3%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$776M -$12.8M -97,266 -2%
Amundi
22
Amundi
France
$679M +$27.9M +211,881 +5%
Fidelity International
23
Fidelity International
Bermuda
$678M +$19M +144,709 +3%
Invesco
24
Invesco
Georgia
$666M +$152M +1,154,591 +32%
Capital International Investors
25
Capital International Investors
California
$605M +$210M +1,593,100 +58%

PGR Hedge Fund Activity: Q3 2023 in Review

1,170 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Progressive (PGR) for Q3 2023, worth a combined $70.4B — up 6.7% from $65.9B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new PGR positions and 101 closed out — a net gain of 7 holders — while 436 added to existing stakes and 457 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $395M. The largest seller was Fidelity Investments, cutting an estimated $766M.

  • 1,170 institutional investors held Progressive (PGR) as of Q3 2023, down from 1,179 in Q2 2023.
  • Funds reported $70.4B of Progressive stock for Q3 2023, up 6.7% quarter-over-quarter.
  • 108 funds opened new Progressive positions in Q3 2023 and 101 closed out, a net change of +7 holders.
  • The largest Progressive buyer in Q3 2023 was JP Morgan Chase, an estimated $395M added.
  • The largest Progressive seller in Q3 2023 was Fidelity Investments, an estimated $766M sold.

Based on aggregated 13F filings for Q3 2023.