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 29 3.00 3.27 3.27
Previous Quarter 34 4.00 3.73 3.71

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 12 18 1 4 5
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 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 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 0 0.00 0.00 0 0.00 0.00
Previous Quarter 0 0.00 0.00 0 0.00 0.00

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
NALLURI ANIL CHOUDARY INC P/S PLAN & TRUST U/A/DTD 7/1/80 829,063
Renaissance Technologies Llc 134,810 3.28
Dimensional Fund Advisors Lp 116,108 3.27
Bridgeway Capital Management Inc 35,500 3.27
Raffles Associates Lp 22,941 3.27
DFSTX - U.s. Small Cap Portfolio - Institutional Class 19,443 3.19
BOSVX - Omni Small-Cap Value Fund Class N 16,900 3.25
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 15,718 3.18
BRUSX - Ultra-Small Company Fund Class N 14,700 3.27
Two Sigma Advisers, Lp 14,600 3.29
Wittenberg Investment Management, Inc. 13,457 3.27
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 11,325 3.18
Geode Capital Management, Llc 10,366 3.18
FSMAX - Fidelity Extended Market Index Fund 10,366 3.47
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 6,800 3.24
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 6,700 3.13
BRSIX - Ultra-Small Company Market Fund Class N 3,900 3.33
UBS Group AG 2,696 3.34
Tower Research Capital LLC (TRC) 2,419 3.31
Jfs Wealth Advisors, Llc 239 4.18

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
Renaissance Technologies Llc 151,412 3.61
Dimensional Fund Advisors Lp 116,325 3.61
Bridgeway Capital Management Inc 33,600 3.60
VEXMX - Vanguard Extended Market Index Fund Investor Shares 31,776 4.69
Two Sigma Advisers, Lp 27,100 3.62
Raffles Associates Lp 22,941 3.62
DFSTX - U.s. Small Cap Portfolio - Institutional Class 19,443 3.81
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 15,718 3.82
BOSVX - Omni Small-Cap Value Fund Class N 15,000 3.60
BRUSX - Ultra-Small Company Fund Class N 14,700 3.61
Wittenberg Investment Management, Inc. 13,457 3.64
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 11,325 3.80
FSMAX - Fidelity Extended Market Index Fund 10,366 3.86
Geode Capital Management, Llc 10,366 3.57
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 6,800 3.82
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 6,700 3.88
BRSIX - Ultra-Small Company Market Fund Class N 3,900 3.59
UBS Group AG 3,281 3.66
Tower Research Capital LLC (TRC) 1,007 3.97
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 500 4.00

 

Recent Quarter Analysis

Name Shares PPS
NALLURI ANIL CHOUDARY INC P/S PLAN & TRUST U/A/DTD 7/1/80 829,063
Dimensional ETF Trust - Dimensional US Small Cap Value ETF 8
Name Shares PPS
VEXMX - Vanguard Extended Market Index Fund Investor Shares 31,776 4.69
DFAT - Dimensional U.S. Targeted Value ETF 225 4.44
Bank Of America Corp /de/ 4
Susquehanna International Group, Llp
Vanguard Group Inc
MPS Loria Financial Planners, LLC
Advisor Group Holdings, Inc.
Squarepoint Ops LLC
Proequities, Inc.
Citadel Advisors Llc
Virtu Financial LLC
USMIX - Extended Market Index Fund
Name Current Shares Current PPS Previous Shares Previous PPS
Renaissance Technologies Llc 134,810 3.28 151,412 3.61
Dimensional Fund Advisors Lp 116,108 3.27 116,325 3.61
Bridgeway Capital Management Inc 35,500 3.27 33,600 3.60
Raffles Associates Lp 22,941 3.27 22,941 3.62
DFSTX - U.s. Small Cap Portfolio - Institutional Class 19,443 3.19 19,443 3.81
BOSVX - Omni Small-Cap Value Fund Class N 16,900 3.25 15,000 3.60
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 15,718 3.18 15,718 3.82
BRUSX - Ultra-Small Company Fund Class N 14,700 3.27 14,700 3.61
Two Sigma Advisers, Lp 14,600 3.29 27,100 3.62
Wittenberg Investment Management, Inc. 13,457 3.27 13,457 3.64
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 11,325 3.18 11,325 3.80
Geode Capital Management, Llc 10,366 3.18 10,366 3.57
FSMAX - Fidelity Extended Market Index Fund 10,366 3.47 10,366 3.86
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 6,800 3.24 6,800 3.82
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 6,700 3.13 6,700 3.88
BRSIX - Ultra-Small Company Market Fund Class N 3,900 3.33 3,900 3.59
UBS Group AG 2,696 3.34 3,281 3.66
Tower Research Capital LLC (TRC) 2,419 3.31 1,007 3.97
Name Current Shares Current PPS Previous Shares Previous PPS
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 200 5.00 500 4.00
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
BOSVX - Omni Small-Cap Value Fund Class N 1,900 16,900 3.25 15,000 3.60 12.67
Bridgeway Capital Management Inc 1,900 35,500 3.27 33,600 3.60 5.65
Tower Research Capital LLC (TRC) 1,412 2,419 3.31 1,007 3.97 140.22
Morgan Stanley 2 2 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Renaissance Technologies Llc 16,602 134,810 3.28 151,412 3.61 -10.96
Two Sigma Advisers, Lp 12,500 14,600 3.29 27,100 3.62 -46.13
UBS Group AG 585 2,696 3.34 3,281 3.66 -17.83
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 300 200 5.00 500 4.00 -60.00
Dimensional Fund Advisors Lp 217 116,108 3.27 116,325 3.61 -0.19
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name