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.
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.
Recent Quarter 8 New Institutes added
position
| Name |
Shares |
PPS |
| Zhang Xiaojun |
47,195,835
|
|
| Lin Jiayuan |
46,365,545
|
|
| Tencent Holdings Ltd |
25,223,898
|
|
| AVEEX - Avantis Emerging Markets Equity Fund Institutional Class |
5,200
|
2.50 |
| AVEM - Avantis Emerging Markets Equity ETF |
4,407
|
2.50 |
| Jpmorgan Chase & Co |
4,175
|
2.40 |
| AVSE - Avantis Responsible Emerging Markets Equity ETF |
267
|
3.75 |
| Marshall Wace, Llp |
0
|
|
Recent Quarter 30 Institutes closed out
their
positions
| Name |
Shares |
PPS |
| ProShare Advisors LLC |
213,629
|
2.25 |
| Goldman Sachs Group Inc |
42,772
|
2.24 |
| Susquehanna Fundamental Investments, Llc |
32,700
|
2.60 |
| Ergoteles LLC |
22,665
|
2.25 |
| Jane Street Group, Llc |
19,455
|
2.26 |
| Gsa Capital Partners Llp |
16,475
|
2.25 |
| Legacy Wealth Asset Management, LLC |
16,314
|
2.27 |
| Old Mission Capital Llc |
10,476
|
2.29 |
| Qube Research & Technologies Ltd |
10,323
|
2.23 |
| Bank Of America Corp /de/ |
4,500
|
2.22 |
| Geneos Wealth Management Inc. |
1,250
|
1.60 |
| Advisor Group Holdings, Inc. |
500
|
2.00 |
| Ronald Blue Trust, Inc. |
400
|
2.50 |
| Jpmorgan Chase & Co
|
|
| Hrt Financial Lp |
|
| Marshall Wace, Llp |
|
| Rockefeller Capital Management L.P. |
|
| Marshall Wace, Llp |
|
| Prospera Financial Services Inc |
|
| Mercer Global Advisors Inc /adv |
|
| Amplius Wealth Advisors, LLC |
|
| Proequities, Inc. |
|
| Voloridge Investment Management, Llc |
|
| Guggenheim Capital Llc |
|
| Private Advisor Group, LLC |
|
| Wells Fargo & Company/mn |
|
| Nuveen Asset Management, LLC |
|
| Fmr Llc |
|
| Susquehanna International Group, Llp |
|
| Twin Lakes Capital Management, LLC |
|
Recent Quarter 3 Institutes
averaged
down
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
| PMDEX - PMC Diversified Equity Fund Advisor Class Shares |
57,752
|
2.42 |
57,752
|
3.13 |
| EMFQ - Amplify International Online Retail ETF |
22,385
|
2.68 |
34,784
|
3.16 |
| Caxton Associates Lp |
16,271
|
2.27 |
13,571
|
2.28 |
Recent Quarter 18 Institutes averaged
Up
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
| Warburg Pincus Llc |
26,526,562
|
2.30 |
26,715,562
|
2.25 |
| Primavera Capital Management Ltd |
5,154,331
|
2.30 |
5,154,332
|
2.25 |
| Cetera Investment Advisers |
113,050
|
2.30 |
112,050
|
2.25 |
| Arrowstreet Capital, Limited Partnership |
82,586
|
2.30 |
87,038
|
2.25 |
| BlackRock Inc. |
42,736
|
2.29 |
42,736
|
2.25 |
| Morgan Stanley |
30,702
|
2.28 |
47,256
|
2.24 |
| International Assets Investment Management, Llc |
28,400
|
2.29 |
30,100
|
2.26 |
| Schonfeld Strategic Advisors LLC |
21,000
|
2.29 |
20,700
|
2.27 |
| Envestnet Asset Management Inc |
19,877
|
2.31 |
81,476
|
2.25 |
| RBF Capital, LLC |
18,255
|
2.30 |
18,255
|
2.25 |
| Penserra Capital Management LLC |
17,425
|
2.30 |
22,385
|
2.23 |
| Aspiriant, Llc |
16,500
|
2.30 |
16,500
|
2.24 |
| LPL Financial LLC |
16,110
|
2.30 |
16,063
|
2.24 |
| Keystone Financial Group |
11,300
|
2.30 |
11,300
|
2.21 |
| UBS Group AG |
8,786
|
2.28 |
9,229
|
2.28 |
| Credit Suisse Ag/ |
5,000
|
2.40 |
5,000
|
2.20 |
| Tower Research Capital LLC (TRC) |
1,216
|
2.47 |
0
|
|
| Royal Bank Of Canada |
713
|
2.81 |
926
|
2.16 |
Recent Quarter 5 Institutes
Increased
Positions
| Name |
Shares Added |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Increase |
| Caxton Associates Lp |
2,700
|
16,271
|
2.27 |
13,571
|
2.28 |
19.90 |
| Tower Research Capital LLC (TRC) |
1,216
|
1,216
|
2.47 |
0
|
|
0.00 |
| Cetera Investment Advisers |
1,000
|
113,050
|
2.30 |
112,050
|
2.25 |
0.89 |
| Schonfeld Strategic Advisors LLC |
300
|
21,000
|
2.29 |
20,700
|
2.27 |
1.45 |
| LPL Financial LLC |
47
|
16,110
|
2.30 |
16,063
|
2.24 |
0.29 |
Recent Quarter 10 Institutes
Decreased
Positions
| Name |
Reduced Shares |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Decrease |
| Warburg Pincus Llc |
189,000
|
26,526,562
|
2.30 |
26,715,562
|
2.25 |
-0.71 |
| Envestnet Asset Management Inc |
61,599
|
19,877
|
2.31 |
81,476
|
2.25 |
-75.60 |
| Morgan Stanley |
16,554
|
30,702
|
2.28 |
47,256
|
2.24 |
-35.03 |
| EMFQ - Amplify International Online Retail ETF |
12,399
|
22,385
|
2.68 |
34,784
|
3.16 |
-35.65 |
| Penserra Capital Management LLC |
4,960
|
17,425
|
2.30 |
22,385
|
2.23 |
-22.16 |
| Arrowstreet Capital, Limited Partnership |
4,452
|
82,586
|
2.30 |
87,038
|
2.25 |
-5.12 |
| International Assets Investment Management, Llc |
1,700
|
28,400
|
2.29 |
30,100
|
2.26 |
-5.65 |
| UBS Group AG |
443
|
8,786
|
2.28 |
9,229
|
2.28 |
-4.80 |
| Royal Bank Of Canada |
213
|
713
|
2.81 |
926
|
2.16 |
-23.00 |
| Primavera Capital Management Ltd |
1
|
5,154,331
|
2.30 |
5,154,332
|
2.25 |
-0.00 |
Recent Quarter 0 New Institutes added
Put
Positions
Recent Quarter 0 New Institutes added
Call
Positions
Recent Quarter 0 New Institutes added
Short Position
Recent Quarter 0 Previous Institutes
closed Put
Positions
Recent Quarter 0 Previous
Institutes closed Call
Positions
Recent Quarter 0 Previous
Institutes closed Short Position
Past Week 1 New Institutes added
position
| Name |
Shares |
PPS |
| Jpmorgan Chase & Co |
4,175
|
2.40 |
Past Week 10 Institutes closed out their
positions
| Name |
Shares |
PPS |
| Susquehanna Fundamental Investments, Llc |
32,700
|
2.60 |
| Old Mission Capital Llc |
10,476
|
2.29 |
| Geneos Wealth Management Inc. |
1,250
|
1.60 |
| Ergoteles LLC |
22,665
|
2.25 |
| Advisor Group Holdings, Inc. |
500
|
2.00 |
| Goldman Sachs Group Inc |
42,772
|
2.24 |
| Jane Street Group, Llc |
19,455
|
2.26 |
| Qube Research & Technologies Ltd |
10,323
|
2.23 |
| Gsa Capital Partners Llp |
16,475
|
2.25 |
| Bank Of America Corp /de/ |
4,500
|
2.22 |
Past Week 1 Institutes averaged
down
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
| Caxton Associates Lp |
16,271
|
2.27 |
13,571
|
2.28 |
Past Week 17 Institutes averaged
Up
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
| Warburg Pincus Llc |
26,526,562
|
2.30 |
26,715,562
|
2.25 |
| Primavera Capital Management Ltd |
5,154,331
|
2.30 |
5,154,332
|
2.25 |
| Cetera Investment Advisers |
113,050
|
2.30 |
112,050
|
2.25 |
| Arrowstreet Capital, Limited Partnership |
82,586
|
2.30 |
87,038
|
2.25 |
| BlackRock Inc. |
42,736
|
2.29 |
42,736
|
2.25 |
| Morgan Stanley |
30,702
|
2.28 |
47,256
|
2.24 |
| International Assets Investment Management, Llc |
28,400
|
2.29 |
30,100
|
2.26 |
| Schonfeld Strategic Advisors LLC |
21,000
|
2.29 |
20,700
|
2.27 |
| Envestnet Asset Management Inc |
19,877
|
2.31 |
81,476
|
2.25 |
| RBF Capital, LLC |
18,255
|
2.30 |
18,255
|
2.25 |
| Penserra Capital Management LLC |
17,425
|
2.30 |
22,385
|
2.23 |
| LPL Financial LLC |
16,110
|
2.30 |
16,063
|
2.24 |
| Keystone Financial Group |
11,300
|
2.30 |
11,300
|
2.21 |
| UBS Group AG |
8,786
|
2.28 |
9,229
|
2.28 |
| Credit Suisse Ag/ |
5,000
|
2.40 |
5,000
|
2.20 |
| Tower Research Capital LLC (TRC) |
1,216
|
2.47 |
0
|
|
| Royal Bank Of Canada |
713
|
2.81 |
926
|
2.16 |
Past Week 5 Institutes Increased
Positions
| Name |
Shares Added |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Increase |
| Caxton Associates Lp |
2,700
|
16,271
|
2.27 |
13,571
|
2.28 |
19.90 |
| Tower Research Capital LLC (TRC) |
1,216
|
1,216
|
2.47 |
0
|
|
0.00 |
| Cetera Investment Advisers |
1,000
|
113,050
|
2.30 |
112,050
|
2.25 |
0.89 |
| Schonfeld Strategic Advisors LLC |
300
|
21,000
|
2.29 |
20,700
|
2.27 |
1.45 |
| LPL Financial LLC |
47
|
16,110
|
2.30 |
16,063
|
2.24 |
0.29 |
Past Week 9 Institutes Decreased
Positions
| Name |
Reduced Shares |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Decrease |
| Warburg Pincus Llc |
189,000
|
26,526,562
|
2.30 |
26,715,562
|
2.25 |
-0.71 |
| Envestnet Asset Management Inc |
61,599
|
19,877
|
2.31 |
81,476
|
2.25 |
-75.60 |
| Morgan Stanley |
16,554
|
30,702
|
2.28 |
47,256
|
2.24 |
-35.03 |
| Penserra Capital Management LLC |
4,960
|
17,425
|
2.30 |
22,385
|
2.23 |
-22.16 |
| Arrowstreet Capital, Limited Partnership |
4,452
|
82,586
|
2.30 |
87,038
|
2.25 |
-5.12 |
| International Assets Investment Management, Llc |
1,700
|
28,400
|
2.29 |
30,100
|
2.26 |
-5.65 |
| UBS Group AG |
443
|
8,786
|
2.28 |
9,229
|
2.28 |
-4.80 |
| Royal Bank Of Canada |
213
|
713
|
2.81 |
926
|
2.16 |
-23.00 |
| Primavera Capital Management Ltd |
1
|
5,154,331
|
2.30 |
5,154,332
|
2.25 |
-0.00 |
Past Week 0 New Institutes added Put
Positions
Past Week 0 New Institutes added Call
Positions
Past Week 0 New Institutes added Short
Position
Past Week 0 Previous Institutes closed
Put
Positions
Past Week 0 Previous Institutes closed
Call
Positions
Past Week 0 Previous Institutes closed
Short Position
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
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