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 | 213 | 5.00 | 4.81 | 4.57 |
Previous Quarter | 0 | 0.00 | 0.00 | 0.00 |
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 | 172 | 57 | 0 | 0 | 0 | 0 |
Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
Current Quarter | 3 | 11 | 2 | 0 | 0 | 0 |
Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
Current Quarter | 0 | 0 | 0 | 0 | 0 | 0 |
Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
Past Week | 7 | 1 | 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 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 | 1,642,200 | 0.69 | 4.81 | 5,609,869 | 2.35 | 4.81 |
Previous Quarter | 0 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
Name | Shares | PPS |
---|---|---|
Goldstein Adam D | 34,317,931 | |
Adcock Brett | 32,015,625 | |
Lore Marc E. | 26,925,286 | |
ARK Investment Management LLC | 11,306,020 | |
ARK Investment Management LLC | 10,173,526 | 4.18 |
UNITED AIRLINES, INC. | 9,076,047 | |
ARKQ - ARK Autonomous Technology & Robotics ETF | 8,604,062 | 4.61 |
Capital International Investors | 8,517,948 | |
Greycroft LP | 5,347,947 | 4.81 |
Nikko Asset Management Americas, Inc. | 5,220,753 | 4.81 |
Capital International Investors | 5,196,396 | 4.81 |
AGTHX - GROWTH FUND OF AMERICA Class A | 4,891,617 | 3.15 |
Invesco Ltd. | 4,464,734 | 4.81 |
PBW - Invesco WilderHill Clean Energy ETF | 3,664,503 | 4.61 |
United Airlines Holdings, Inc. | 3,047,119 | |
Alpine Global Management, LLC | 3,037,121 | 4.81 |
Vanguard Group Inc | 2,821,469 | 4.81 |
ARKX - ARK Space Exploration & Innovation ETF | 2,107,221 | 4.61 |
CVI Investments, Inc. | 1,820,030 | |
BlackRock Inc. | 1,642,200 | 4.81 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
Name | Shares | PPS |
---|
Name | Shares | PPS |
---|---|---|
Goldstein Adam D | 34,317,931 | |
Adcock Brett | 32,015,625 | |
Lore Marc E. | 26,925,286 | |
ARK Investment Management LLC | 11,306,020 | |
UNITED AIRLINES, INC. | 9,076,047 | |
ARKQ - ARK Autonomous Technology & Robotics ETF | 8,604,062 | 4.61 |
Capital International Investors | 8,517,948 | |
Greycroft LP | 5,347,947 | 4.81 |
Nikko Asset Management Americas, Inc. | 5,220,753 | 4.81 |
AGTHX - GROWTH FUND OF AMERICA Class A | 4,891,617 | 3.15 |
Invesco Ltd. | 4,464,734 | 4.81 |
PBW - Invesco WilderHill Clean Energy ETF | 3,664,503 | 4.61 |
United Airlines Holdings, Inc. | 3,047,119 | |
Alpine Global Management, LLC | 3,037,121 | 4.81 |
Vanguard Group Inc | 2,821,469 | 4.81 |
ARKX - ARK Space Exploration & Innovation ETF | 2,107,221 | 4.61 |
CVI Investments, Inc. | 1,820,030 | |
BlackRock Inc. | 1,642,200 | 4.81 |
VEXMX - Vanguard Extended Market Index Fund Investor Shares | 1,605,716 | 4.81 |
Iridian Asset Management Llc/ct | 1,560,327 | 4.81 |
Name | Shares | PPS |
---|---|---|
Woodline Partners LP | ||
Fmr Llc | ||
HAP Trading, LLC | ||
PEAK6 Investments LLC | ||
Commonwealth Equity Services, Llc | ||
Linden Advisors Lp | ||
National Bank Of Canada /fi/ | ||
PEAK6 Investments LLC | ||
Future Financial Wealth Managment LLC | ||
Federated Hermes, Inc. | ||
Two Sigma Investments, Lp | ||
Bbr Partners, Llc | ||
Allegheny Financial Group LTD | ||
Kayne Anderson Capital Advisors Lp | ||
Luxor Capital Group, LP | ||
Monashee Investment Management LLC | ||
Eagle Bay Advisors LLC | ||
Berry Street Capital Management LLP | ||
HAP Trading, LLC | ||
Paloma Partners Management Co | ||
Integrity Capital Management (HK) Ltd | ||
Mariner Investment Group Llc | ||
Ulysses Management LLC | ||
PEAK6 Investments LLC | ||
Verition Fund Management LLC | ||
Engineers Gate Manager LP | ||
LMR Partners LLP | ||
Shanda Payment Holdings Ltd. | ||
SG3 Management, LLC | ||
Berkley W R Corp | ||
Virtu Financial LLC | ||
Boothbay Fund Management, Llc | ||
Third Point LLC | ||
Mitchell & Pahl Private Wealth, Llc | ||
Goldman Sachs Group Inc | ||
Raymond James & Associates | ||
Sumitomo Mitsui Trust Holdings, Inc. | ||
Bamco Inc /ny/ | ||
Bank Of America Corp /de/ | ||
Parallax Volatility Advisers, L.P. | ||
TIG Advisors, LLC | ||
Suvretta Capital Management, Llc | ||
Dark Forest Capital Management Lp | ||
Private Ocean, LLC | ||
683 Capital Management, LLC | ||
Paloma Partners Management Co | ||
40 North Management LLC | ||
Group One Trading, L.p. | ||
Canyon Capital Advisors Llc | ||
Bluefin Capital Management, Llc | ||
Polar Asset Management Partners Inc. | ||
Yorktown Management & Research Co Inc | ||
Polar Asset Management Partners Inc. | ||
Senator Investment Group LP | ||
Parallax Volatility Advisers, L.P. | ||
Alyeska Investment Group, L.P. | ||
Cvi Holdings, Llc |
Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
---|
Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
---|
Name | Current Puts |
---|---|
Bluefin Capital Management, Llc | 0 |
Polar Asset Management Partners Inc. | 0 |
SG3 Management, LLC | 0 |
Name | Current Calls |
---|---|
Susquehanna International Group, Llp | 507,500 |
Citadel Advisors Llc | 280,500 |
Jane Street Group, Llc | 264,800 |
Ionic Capital Management LLC | 50,000 |
Wolverine Trading, Llc | 39,600 |
Caption Management, LLC | 25,000 |
Parallax Volatility Advisers, L.P. | 0 |
PEAK6 Investments LLC | 0 |
Paloma Partners Management Co | 0 |
HAP Trading, LLC | 0 |
Berry Street Capital Management LLP | 0 |
Name |
---|
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
SPEDX - Alger Dynamic Opportunities Fund Class A |
Name | Previous Puts |
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Name | Previous Calls |
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Name |
---|
Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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Name |
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Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
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Name |
---|
Name | Shares | PPS |
---|---|---|
SCHA - Schwab U.S. Small-Cap ETF | 469,936 | 4.18 |
SCHB - Schwab U.S. Broad Market ETF | 59,519 | 4.18 |
Strs Ohio | 29,000 | 3.07 |
Kestra Advisory Services, LLC | 20,500 | |
Mitchell & Pahl Private Wealth, Llc | 11,000 | 3.09 |
Spire Wealth Management | 1,000 | 3.00 |
Private Ocean, LLC | 0 |
Name | Shares | PPS |
---|---|---|
Private Ocean, LLC |
Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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Name | Current Puts |
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Name | Current Calls |
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Name |
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Name | Previous Puts |
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Name | Previous Calls |
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Name |
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Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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Name |
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Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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Name |
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