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	91	25.00	18.63	18.21
Previous Quarter	97	26.00	18.64	19.07

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	4	28	13	0	2	3
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	1	1	2	0	1	1
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	9,676	0.00	18.60	1,426,732	0.36	17.52
Previous Quarter	9,676	0.00	18.60	1,479,967	0.37	18.76

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
Vanguard Group Inc	727,429	18.64
Dimensional Fund Advisors Lp	637,636	18.66
Acadian Asset Management Llc	554,666	18.63
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	454,922	16.36
VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares	421,062	16.36
Millennium Management Llc	350,921	18.64
Renaissance Technologies Llc	324,500	18.64
Morgan Stanley	324,071	18.64
State Street Corp	251,227	18.64
VGTSX - Vanguard Total International Stock Index Fund Investor Shares	209,943	16.36
Teachers Retirement System Of The State Of Kentucky	185,500	18.64
Todd Asset Management Llc	185,500	18.64
SPEM - SPDR(R) Portfolio Emerging Markets ETF	145,932	18.64
Qube Research & Technologies Ltd	121,665	18.64
VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares	68,298	16.35
Dfa Investment Trust Co - The Emerging Markets Series	67,098	16.36
Invesco Ltd.	66,014	18.65
PIE - Invesco DWA Emerging Markets Momentum ETF	64,362	18.88
CVY - Invesco Zacks Multi-Asset Income ETF	63,134	16.36
Macquarie Group Ltd	54,432	16.99

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
Vanguard Group Inc	727,429	18.64
Dimensional Fund Advisors Lp	637,636	18.66
Acadian Asset Management Llc	554,666	18.63
Oaktree Capital Management Lp	519,550	21.83
VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares	473,534	18.87
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	454,922	18.87
Millennium Management Llc	350,921	18.64
Renaissance Technologies Llc	324,500	18.64
Morgan Stanley	324,071	18.64
State Street Corp	251,227	18.64
VGTSX - Vanguard Total International Stock Index Fund Investor Shares	216,069	18.87
Todd Asset Management Llc	185,500	18.64
Teachers Retirement System Of The State Of Kentucky	185,500	18.64
SPEM - SPDR(R) Portfolio Emerging Markets ETF	145,932	18.64
Qube Research & Technologies Ltd	121,665	18.64
Dfa Investment Trust Co - The Emerging Markets Series	67,098	18.87
Invesco Ltd.	66,014	18.65
PIE - Invesco DWA Emerging Markets Momentum ETF	64,362	18.88
VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares	62,935	18.88
Macquarie Group Ltd	54,432	16.99

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
CVY - Invesco Zacks Multi-Asset Income ETF	63,134	16.36
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	8,714	18.94
Optimum Investment Advisors	1,000	14.00
Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF	152	13.16

Recent Quarter 28 Institutes closed out their positions

Name	Shares	PPS
Oaktree Capital Management Lp	519,550	21.83
Tcw Group Inc	25,400	18.66
Marshall Wace North America L.P.	17,616	21.80
Tsfg, Llc	1
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
Liberty Wealth Management Llc
Us Bancorp \de\
Northern Trust Corp
Comerica Bank
Bank Of Nova Scotia
Engineers Gate Manager LP
Jane Street Group, Llc
UBPIX - Ultralatin America Profund Investor Class
Jump Financial, LLC
Marshall Wace, Llp
Lazard Asset Management Llc
Counterpoint Mutual Funds LLC
Cerity Partners LLC
Goldman Sachs Group Inc
Barclays Plc
Norges Bank
Natixis Advisors, L.p.
Arrowstreet Capital, Limited Partnership
Prelude Capital Management, Llc
Meridian Wealth Partners, LLC
Two Sigma Advisers, Lp
Glassman Wealth Services
Proequities, Inc.

Recent Quarter 13 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	454,922	16.36	454,922	18.87
VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares	421,062	16.36	473,534	18.87
VGTSX - Vanguard Total International Stock Index Fund Investor Shares	209,943	16.36	216,069	18.87
VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares	68,298	16.35	62,935	18.88
Dfa Investment Trust Co - The Emerging Markets Series	67,098	16.36	67,098	18.87
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares	30,077	16.36	30,077	18.88
DFAX - Dimensional World ex U.S. Core Equity 2 ETF	23,756	16.37	23,756	18.86
TGMAX - TCW Emerging Markets Multi-Asset Opportunities Fund Class I	19,200	16.35	19,200	18.85
Veriti Management LLC	19,079	14.26	12,527	18.68
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class	4,311	16.47	4,311	18.79
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares	3,700	16.49	3,700	18.92
TGDMX - TCW Developing Markets Equity Fund Class I	2,400	16.25	2,400	18.75
Umb Bank N A/mo	164	12.20	171	17.54

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
Veriti Management LLC	6,552	19,079	14.26	12,527	18.68	52.30
VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares	5,363	68,298	16.35	62,935	18.88	8.52

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares	52,472	421,062	16.36	473,534	18.87	-11.08
VGTSX - Vanguard Total International Stock Index Fund Investor Shares	6,126	209,943	16.36	216,069	18.87	-2.84
Umb Bank N A/mo	7	164	12.20	171	17.54	-4.09

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 0 Previous Institutes closed Call Positions

Name	Previous Calls

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 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

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 1 New Institutes added position

Name	Shares	PPS
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	8,714	18.94

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Tcw Group Inc	25,400	18.66

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Veriti Management LLC	19,079	14.26	12,527	18.68
Umb Bank N A/mo	164	12.20	171	17.54

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Veriti Management LLC	6,552	19,079	14.26	12,527	18.68	52.30

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Umb Bank N A/mo	7	164	12.20	171	17.54	-4.09

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