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PROG Holdings

226 hedge funds and large institutions have $1.36B invested in PROG Holdings in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3.47% more ownership

Funds ownership: 94.68%98.15% (+3.5%)

3% less funds holding

Funds holding: 233226 (-7)

6% less capital invested

Capital invested by funds: $1.44B → $1.36B (-$87.2M)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

18% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 93

28% less call options, than puts

Call options by funds: $1.23M | Put options by funds: $1.71M

Holders
226
Holders Change
-7
Holders Change %
-3%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
76
Reduced
93
Closed
38
Calls
$1.23M
Puts
$1.71M
Net Calls
-$480K
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
176
Meeder Asset Management
Ohio
$169K +$161K +5,482 New
GIA
177
GHP Investment Advisors
Colorado
$148K -$20.7K -705 -13%
AIP
178
Ameritas Investment Partners
Nebraska
$142K
SAM
179
Shell Asset Management
Netherlands
$100K -$28.7K -978 -23%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$95.2K -$4.58K -156 -5%
MLICM
181
Metropolitan Life Insurance Company (MetLife)
New York
$82.5K
JWA
182
JFS Wealth Advisors
Pennsylvania
$67.3K
PMEF
183
Point72 Middle East FZE
United Arab Emirates
$46.2K -$185K -6,306 -81%
SPIA
184
Steward Partners Investment Advisory
New York
$45.5K -$10.6K -360 -20%
KBC Group
185
KBC Group
Belgium
$40K -$7.89K -269 -17%
Osaic Holdings
186
Osaic Holdings
Arizona
$31.6K -$123K -4,191 -80%
QCG
187
Quadrant Capital Group
Ohio
$29.2K +$4.08K +139 +17%
BTI
188
Blue Trust Inc
Georgia
$27K +$23.4K +799 New
CAS
189
Coppell Advisory Solutions
Texas
$22.1K +$23.4K +797 New
W
190
WealthCollab
Washington
$21.8K +$20.7K +704 New
LPP
191
Life Planning Partners
Florida
$21.4K +$20.3K +692 New
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$21K -$1.88K -64 -9%
Nomura Asset Management
193
Nomura Asset Management
Japan
$16.7K
QL
194
Quarry LP
New York
$15.8K -$35.7K -1,218 -70%
Barrow, Hanley, Mewhinney & Strauss
195
Barrow, Hanley, Mewhinney & Strauss
Texas
$15.1K +$2.14K +73 +18%
C
196
Covestor
United Kingdom
$12K +$10K +342 +1,425%
WAM
197
Wolverine Asset Management
Illinois
$11.6K -$166K -5,664 -94%
FHA
198
First Horizon Advisors
Tennessee
$11.3K +$646 +22 +6%
AssetMark Inc
199
AssetMark Inc
California
$7.14K +$6.78K +231 New
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$6.12K +$205 +7 +4%

PRG Hedge Fund Activity: Q4 2023 in Review

226 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PROG Holdings (PRG) for Q4 2023, worth a combined $1.36B — down 6% from $1.44B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PRG and 33 opened new positions — a net loss of 5 holders — while 93 trimmed existing stakes and 76 added.

The largest buyer was Morgan Stanley, adding an estimated $40.2M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $71.6M sold.

  • 226 institutional investors held PROG Holdings (PRG) as of Q4 2023, down from 233 in Q3 2023.
  • Funds reported $1.36B of PROG Holdings stock for Q4 2023, down 6% quarter-over-quarter.
  • 33 funds opened new PROG Holdings positions in Q4 2023 and 38 closed out, a net change of -5 holders.
  • The largest PROG Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $40.2M added.
  • The largest PROG Holdings seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $71.6M sold.

Based on aggregated 13F filings for Q4 2023.