Institutional Ownership Stats

Institutional Ownership is one very important way to analyze how a stock will perform in the future. Here's a good article weighing the pros and cons of institutional ownership.

The table below is a summary of the mean, median and true PPS (Price Per Share) the institutions have paid in the current and last quarter. Most institutes hedge their bets both ways to protect the investment. The do so by buying puts and calls for a stock as well, apart from stock ownership.

Quarter	Institute Count	Mean PPS	Median PPS	True Value PPS
Current Quarter	111	4.00	3.47	3.46
Previous Quarter	124	4.00	3.47	3.47

Institutional Ownership Counts

The table below is summary data with links to individual listing tables below to indicate if new institutes bought in, sold out, averaged down, averaged up etc. This is a critical piece of data to analyze what the money flow is in quarter and past week.

Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Current Quarter	2	36	5	0	2	2
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	1	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	1	0	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	0	0	0	0	0	0
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	0	0	0	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Past Week	0	0	0	0	0	0

BlackRock and Vanguard Ownership Stats

BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.

	BlackRock			Vanguard
Quarter	Shares	% Ownership	PPS	Shares	% Ownership	PPS
Current Quarter	2,226,838	7.47	1.73	2,992,759	10.03	3.47
Previous Quarter	1,108,410	3.72	3.47	2,992,759	10.03	3.47

Current Quarter Top 20 Holding Institutes

This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter

Name	Shares	PPS
BARCLAYS PLC	1,833,391
Punch & Associates Investment Management, Inc.	1,598,315	3.47
VANGUARD GROUP INC	1,512,920
Vanguard Group Inc	1,502,264	3.47
Barclays Plc	1,501,274	3.47
BlackRock Inc.	1,118,428
BlackRock Inc.	1,108,410	3.47
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	964,778	3.47
Hotchkis & Wiley Capital Management Llc	762,828	3.47
Acadian Asset Management Llc	497,357	3.47
VEXMX - Vanguard Extended Market Index Fund Investor Shares	494,024	3.47
American Financial Group Inc	480,506	3.47
Wolverine Asset Management Llc	446,384	3.47
RBF Capital, LLC	398,691	3.49
Geode Capital Management, Llc	372,113	3.47
Millennium Management Llc	326,774	3.47
Wiley Bros.-aintree Capital, Llc	288,383	3.25
FSMAX - Fidelity Extended Market Index Fund	254,562	3.20
Renaissance Technologies Llc	238,349	3.47
State Street Corp	216,041	3.47

Previous Quarter Top 20 Holding Institutes

The table below is top 20 listing of institutes holding stock of the company in the previous quarter.

Name	Shares	PPS
Punch & Associates Investment Management, Inc.	1,598,315	3.47
Vanguard Group Inc	1,502,264	3.47
Barclays Plc	1,501,274	3.47
BlackRock Inc.	1,108,410	3.47
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	964,778	3.47
Hotchkis & Wiley Capital Management Llc	762,828	3.47
Acadian Asset Management Llc	497,357	3.47
VEXMX - Vanguard Extended Market Index Fund Investor Shares	494,024	3.47
American Financial Group Inc	480,506	3.47
Wolverine Asset Management Llc	446,384	3.47
RBF Capital, LLC	398,691	3.49
Geode Capital Management, Llc	372,113	3.47
Millennium Management Llc	326,774	3.47
Wiley Bros.-aintree Capital, Llc	305,283	3.47
FSMAX - Fidelity Extended Market Index Fund	254,562	3.20
Renaissance Technologies Llc	238,349	3.47
State Street Corp	216,041	3.47
Two Sigma Investments, Lp	198,466	3.47
Two Sigma Advisers, Lp	186,754	3.47
Goldman Sachs Group Inc	185,811	3.47

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
BARCLAYS PLC	1,833,391
VANGUARD GROUP INC	1,512,920

Recent Quarter 36 Institutes closed out their positions

Name	Shares	PPS
Susquehanna International Group, Llp	50,700	3.47
Group One Trading, L.p.	32,200	3.48
Wolverine Trading, Llc	13,235	3.48
WFIVX - Wilshire 5000 Index Fund Investment Class	5,920	3.72
RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S	2,259	3.98
Berman Capital Advisors, LLC	1,231	3.25
Simplex Trading, Llc	66
Simplex Trading, Llc	66
New York State Common Retirement Fund
Advisory Services Network, LLC
Quadrant Capital Group Llc
Sterling Investment Advisors, Ltd.
Eubel Brady & Suttman Asset Management Inc
Jump Financial, LLC
Citadel Advisors Llc
Anson Funds Management LP
Qube Research & Technologies Ltd
Russell Investments Group, Ltd.
LMR Partners LLP
Tibra Equities Europe Ltd
Citadel Advisors Llc
Panagora Asset Management Inc
Diametric Capital, LP
Centiva Capital, LP
Winton Capital Group Ltd
Harbour Investments, Inc.
Citigroup Inc
Cetera Advisor Networks LLC
Hrt Financial Lp
Charles Schwab Investment Management Inc
Gator Capital Management, LLC
Marshall Wace, Llp
Almitas Capital LLC
Proequities, Inc.
Ergoteles LLC
Bank Of Montreal /can/

Recent Quarter 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BlackRock Inc.	1,118,428		1,108,410	3.47
Wiley Bros.-aintree Capital, Llc	288,383	3.25	305,283	3.47
PJARX - SmallCap Value Fund II R-3	173,600	3.05	133,800	3.43
Susquehanna International Group, Llp	50,700	3.47	22,386	3.48
PKW - Invesco BuyBack Achievers ETF	22,725	3.04	23,854	3.44

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
PJARX - SmallCap Value Fund II R-3	39,800	173,600	3.05	133,800	3.43	29.75
BlackRock Inc.	10,018	1,118,428		1,108,410	3.47	0.90

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Wiley Bros.-aintree Capital, Llc	16,900	288,383	3.25	305,283	3.47	-5.54
PKW - Invesco BuyBack Achievers ETF	1,129	22,725	3.04	23,854	3.44	-4.73

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
Citadel Advisors Llc	0

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 1 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase
Susquehanna International Group, Llp	28,314	50,700	22,386	126.48

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name