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	115	0.00	0.40	0.41
Previous Quarter	123	1.00	0.85	0.83

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	8	50	55	4	23	9
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	1	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	1	0	5	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	0	0	6	0	3	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	1	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	6,550,966	0.00	0.00	33,653,981	0.00	0.00
Previous Quarter	3,078,129	0.00	0.00	21,617,476	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
Antilles Family Office, LLC	39,939,450
RENAISSANCE TECHNOLOGIES LLC	22,617,400
Vanguard Group Inc	16,895,186	0.40
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	10,962,939	0.40
BlackRock Inc.	6,550,966	0.40
VEXMX - Vanguard Extended Market Index Fund Investor Shares	5,383,085	0.40
Geode Capital Management, Llc	2,888,611	0.40
FSMAX - Fidelity Extended Market Index Fund	1,319,148	0.67
State Street Corp	1,119,268	0.40
Northern Trust Corp	629,491	0.40
Susquehanna International Group, Llp	608,700	0.40
Millennium Management Llc	588,714	0.40
FSKAX - Fidelity Total Market Index Fund	437,703	0.67
Virtu Financial LLC	433,260	0.40
Susquehanna International Group, Llp	427,600	0.40
Citadel Advisors Llc	406,800	0.40
Group One Trading, L.p.	399,221	0.40
FCFMX - Fidelity Series Total Market Index Fund	257,093	0.67
Susquehanna International Group, Llp	253,572	0.40
VBINX - Vanguard Balanced Index Fund Investor Shares	243,600	0.40

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	10,855,783	0.85
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	7,016,739	0.85
VEXMX - Vanguard Extended Market Index Fund Investor Shares	3,332,183	0.85
Susquehanna International Group, Llp	3,107,200	0.85
BlackRock Inc.	3,078,129	0.85
Geode Capital Management, Llc	2,152,443	0.85
Susquehanna International Group, Llp	1,930,156	0.85
Susquehanna International Group, Llp	1,638,200	0.85
FSMAX - Fidelity Extended Market Index Fund	1,319,148	0.71
Jane Street Group, Llc	927,700	0.85
State Street Corp	789,368	0.85
Citadel Advisors Llc	686,000	0.85
Northern Trust Corp	453,277	0.85
FSKAX - Fidelity Total Market Index Fund	437,703	0.71
Citadel Advisors Llc	432,100	0.85
Millennium Management Llc	408,601	0.85
Price T Rowe Associates Inc /md/	347,794	0.85
Cutler Group LP	317,200	0.06
Group One Trading, L.p.	298,575	0.85
Jane Street Group, Llc	290,900	0.85

Recent Quarter Analysis

Recent Quarter 8 New Institutes added position

Name	Shares	PPS
Antilles Family Office, LLC	39,939,450
RENAISSANCE TECHNOLOGIES LLC	22,617,400
PEAK6 Investments LLC	153,540	0.40
Sterling Investment Advisors, Ltd.	12,500	0.40
Hutchens & Kramer Investment Management Group, LLC	10,565	0.38
Carlson Capital Management	10,500	0.38
BOK Financial Private Wealth, Inc.	1
Discover Growth Fund, LLC	0

Recent Quarter 50 Institutes closed out their positions

Name	Shares	PPS
Jane Street Group, Llc	927,700	0.85
Jane Street Group, Llc	927,700	0.85
Citadel Advisors Llc	686,000	0.85
Wolverine Trading, Llc	210,000	0.88
Qube Research & Technologies Ltd	167,800	0.85
XTX Topco Ltd	119,916	0.85
Blair William & Co/il	100,000	0.85
Bayesian Capital Management, LP	70,700	0.85
Marshall Wace, Llp	68,498	0.86
ExodusPoint Capital Management, LP	58,130	0.84
Barclays Plc	41,999	0.86
Parallax Volatility Advisers, L.P.	39,243	0.84
Biltmore Capital Advisors LLC	28,888	0.87
Horrell Capital Management, Inc.	26,000	0.85
Atom Investors LP	25,881	0.85
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1	23,412	0.60
Balyasny Asset Management Llc	12,069	0.83
FNY Investment Advisers, LLC	6,100	0.82
FNY Investment Advisers, LLC	6,100	0.82
FNY Investment Advisers, LLC	6,100	0.82
Koshinski Asset Management, Inc.	3,000	1.00
IFP Advisors, Inc	346	2.89
Simplex Trading, Llc
Cambridge Investment Research Advisors, Inc.
Belvedere Trading LLC
Retirement Group, LLC
Renaissance Technologies Llc
1832 Asset Management L.P.
FCG - First Trust Natural Gas ETF
Cubist Systematic Strategies, LLC
POMIX - T. Rowe Price Total Equity Market Index Fund
FOMO - FOMO ETF
Fmr Llc
O'Dell Group, LLC
Gsa Capital Partners Llp
Flow Traders U.s. Llc
National Asset Management, Inc.
Tuttle Tactical Management LLC
Proequities, Inc.
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio
Total Clarity Wealth Management, Inc.
Hrt Financial Lp
Cetera Advisor Networks LLC
Jpmorgan Chase & Co
D. E. Shaw & Co., Inc.
Private Advisor Group, LLC
XR Securities LLC
First Trust Advisors Lp
Captrust Financial Advisors
Allworth Financial LP

Recent Quarter 55 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Vanguard Group Inc	16,895,186	0.40	10,855,783	0.85
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	10,962,939	0.40	7,016,739	0.85
BlackRock Inc.	6,550,966	0.40	3,078,129	0.85
VEXMX - Vanguard Extended Market Index Fund Investor Shares	5,383,085	0.40	3,332,183	0.85
Geode Capital Management, Llc	2,888,611	0.40	2,152,443	0.85
FSMAX - Fidelity Extended Market Index Fund	1,319,148	0.67	1,319,148	0.71
State Street Corp	1,119,268	0.40	789,368	0.85
Northern Trust Corp	629,491	0.40	453,277	0.85
Susquehanna International Group, Llp	608,700	0.40	3,107,200	0.85
Millennium Management Llc	588,714	0.40	408,601	0.85
FSKAX - Fidelity Total Market Index Fund	437,703	0.67	437,703	0.71
Citadel Advisors Llc	406,800	0.40	686,000	0.85
Group One Trading, L.p.	399,221	0.40	298,575	0.85
FCFMX - Fidelity Series Total Market Index Fund	257,093	0.67	257,093	0.71
VBINX - Vanguard Balanced Index Fund Investor Shares	243,600	0.40	243,600	0.85
Price T Rowe Associates Inc /md/	237,882	0.40	347,794	0.85
Wolverine Trading, Llc	179,500	0.39	210,000	0.88
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares	169,171	0.40	169,171	0.85
Charles Schwab Investment Management Inc	150,141	0.40	107,798	0.85
Bank of New York Mellon Corp	127,318	0.40	121,206	0.85

Recent Quarter 4 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Virtu Financial LLC	433,260	0.40	0
SWTSX - Schwab Total Stock Market Index Fund	107,798	0.80	107,798	0.58
Bluefin Capital Management, Llc	71,890	0.39	190,900	0.04
UBS Group AG	62,827	0.40	0

Recent Quarter 23 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Vanguard Group Inc	6,039,403	16,895,186	0.40	10,855,783	0.85	55.63
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	3,946,200	10,962,939	0.40	7,016,739	0.85	56.24
BlackRock Inc.	3,472,837	6,550,966	0.40	3,078,129	0.85	112.82
VEXMX - Vanguard Extended Market Index Fund Investor Shares	2,050,902	5,383,085	0.40	3,332,183	0.85	61.55
Geode Capital Management, Llc	736,168	2,888,611	0.40	2,152,443	0.85	34.20
Virtu Financial LLC	433,260	433,260	0.40	0		0.00
State Street Corp	329,900	1,119,268	0.40	789,368	0.85	41.79
Millennium Management Llc	180,113	588,714	0.40	408,601	0.85	44.08
Northern Trust Corp	176,214	629,491	0.40	453,277	0.85	38.88
Group One Trading, L.p.	100,646	399,221	0.40	298,575	0.85	33.71
Two Sigma Securities, Llc	67,852	91,287	0.39	23,435	0.85	289.53
UBS Group AG	62,827	62,827	0.40	0		0.00
Charles Schwab Investment Management Inc	42,343	150,141	0.40	107,798	0.85	39.28
Merit Financial Group, LLC	35,390	64,278	0.40	28,888	0.83	122.51
USMIX - Extended Market Index Fund	22,671	57,614	0.40	34,943	0.86	64.88
Victory Capital Management Inc	22,610	57,614	0.40	35,004	0.80	64.59
Commonwealth Equity Services, Llc	21,280	109,230	0.39	87,950	0.84	24.20
Squarepoint Ops LLC	20,323	52,700	0.40	32,377	0.83	62.77
Citigroup Inc	6,805	17,825	0.39	11,020	0.82	61.75
Bank of New York Mellon Corp	6,112	127,318	0.40	121,206	0.85	5.04

Recent Quarter 9 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Jane Street Group, Llc	844,278	83,422	0.40	927,700	0.85	-91.01
Bluefin Capital Management, Llc	119,010	71,890	0.39	190,900	0.04	-62.34
Price T Rowe Associates Inc /md/	109,912	237,882	0.40	347,794	0.85	-31.60
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio	42,000	121,605	0.39	163,605	0.84	-25.67
PEXMX - T. Rowe Price Extended Equity Market Index Fund	40,500	116,277	0.40	156,777	0.85	-25.83
Bank Of America Corp /de/	25,881	77		25,958	0.85	-99.70
International Assets Investment Management, Llc	12,850	14,675	0.41	27,525	0.84	-46.68
Morgan Stanley	11,645	72,259	0.40	83,904	0.85	-13.88
Parallax Volatility Advisers, L.P.	9,710	29,533	0.41	39,243	0.84	-24.74

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
FNY Investment Advisers, LLC	6,100

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
XR Securities 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 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 1 Institutes Increased Short Positions

Name
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 5 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease
Susquehanna International Group, Llp	2,498,500	608,700	3,107,200	-80.41
Citadel Advisors Llc	279,200	406,800	686,000	-40.70
Cutler Group LP	234,300	82,900	317,200	-73.87
HAP Trading, LLC	35,200	70,400	105,600	-33.33
Wolverine Trading, Llc	30,500	179,500	210,000	-14.52

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 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	10,962,939	0.40	7,016,739	0.85
VEXMX - Vanguard Extended Market Index Fund Investor Shares	5,383,085	0.40	3,332,183	0.85
VBINX - Vanguard Balanced Index Fund Investor Shares	243,600	0.40	243,600	0.85
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares	169,171	0.40	169,171	0.85
PEXMX - T. Rowe Price Extended Equity Market Index Fund	116,277	0.40	156,777	0.85
USMIX - Extended Market Index Fund	57,614	0.40	34,943	0.86

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	3,946,200	10,962,939	0.40	7,016,739	0.85	56.24
VEXMX - Vanguard Extended Market Index Fund Investor Shares	2,050,902	5,383,085	0.40	3,332,183	0.85	61.55
USMIX - Extended Market Index Fund	22,671	57,614	0.40	34,943	0.86	64.88

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
PEXMX - T. Rowe Price Extended Equity Market Index Fund	40,500	116,277	0.40	156,777	0.85	-25.83

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 1 Institutes Increased Short Positions

Name
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I

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