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	84	28.00	28.20	27.74
Previous Quarter	89	437.00	28.20	28.12

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	1	21	2	1	2	0
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	1	0	1	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
Sit Investment Associates Inc	758,492	28.20
McGowan Group Asset Management, Inc.	727,436	28.20
Saba Capital Management, L.P.	704,187
Morgan Stanley	626,342	28.20
Rivernorth Capital Management, Llc	405,744	28.36
Raymond James Financial Services Advisors, Inc.	298,827	28.20
Cornerstone Advisors, LLC	298,717	28.20
Cornerstone Advisors Inc	254,717	21.84
Aristides Capital LLC	179,937	28.20
Cornerstone Strategic Value Fund Inc	175,735	28.20
Royal Bank Of Canada	150,746	28.20
Quantedge Capital Pte Ltd	137,472	28.20
Saba Capital Management, L.P.	127,367	28.20
Cornerstone Total Return Fund Inc	122,982	28.20
Terril Brothers, Inc.	109,966	28.20
Bank Of America Corp /de/	105,178	28.20
Wolverine Asset Management Llc	101,498	28.20
1832 Asset Management L.P.	91,164	27.81
Advisors Asset Management, Inc.	90,513	28.19
Logan Stone Capital, LLC	78,814	28.21

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
Sit Investment Associates Inc	758,492	28.20
McGowan Group Asset Management, Inc.	727,436	28.20
Morgan Stanley	626,342	28.20
Rivernorth Capital Management, Llc	405,744	28.36
Raymond James Financial Services Advisors, Inc.	298,827	28.20
Cornerstone Advisors, LLC	298,717	28.20
Cornerstone Advisors Inc	254,717	21.84
Aristides Capital LLC	179,937	28.20
Cornerstone Strategic Value Fund Inc	175,735	28.20
Royal Bank Of Canada	150,746	28.20
Quantedge Capital Pte Ltd	137,472	28.20
Saba Capital Management, L.P.	127,367	28.20
Cornerstone Total Return Fund Inc	122,982	28.20
Terril Brothers, Inc.	109,966	28.20
Bank Of America Corp /de/	105,178	28.20
Wolverine Asset Management Llc	101,498	28.20
1832 Asset Management L.P.	91,164	27.81
Advisors Asset Management, Inc.	90,513	28.19
Logan Stone Capital, LLC	78,814	28.21
Clearbridge Investments, LLC	73,526	28.19

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
OTA Financial Group L.P.	21,379	23.57

Recent Quarter 21 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	4,572	98.43
Herold Advisors, Inc.	60	28200.00
Landscape Capital Management, L.l.c.
Harbor Investment Advisory, Llc
Citigroup Inc
Bbva Usa
Advisory Services Network, LLC
LPL Financial LLC
Snowden Capital Advisors LLC
Guggenheim Capital Llc
Bank Of Montreal /can/
Newbridge Financial Services Group, Inc.
Trust Co Of Vermont
Northwestern Mutual Wealth Management Co
Proequities, Inc.
Walleye Capital LLC
CoreFirst Bank & Trust
FNY Investment Advisers, LLC
AdvisorNet Financial, Inc
Tower Research Capital LLC (TRC)
Huntington National Bank

Recent Quarter 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Saba Capital Management, L.P.	704,187		127,367	28.20
Covington Capital Management	13,038	23.55	19	52.63

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Voya Prime Rate Trust	10,345	27.65	10,345	24.94

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Saba Capital Management, L.P.	576,820	704,187		127,367	28.20	452.88
Covington Capital Management	13,019	13,038	23.55	19	52.63	68521.05

Recent Quarter 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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
OTA Financial Group L.P.	21,379	23.57

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Herold Advisors, Inc.	60	28200.00

Past Week 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Saba Capital Management, L.P.	704,187		127,367	28.20

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
Saba Capital Management, L.P.	576,820	704,187		127,367	28.20	452.88

Past Week 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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