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	94	15.00	14.94	15.05
Previous Quarter	98	15.00	14.94	15.05

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	5	27	3	2	1	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	0	0	3	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	22,683	0.04	14.95	5,205	0.01	14.99
Previous Quarter	22,683	0.04	14.95	5,205	0.01	14.99

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
PARK JAMES FRANKLIN	8,414,255
O'Shaughnessy Gerald E	6,538,220
COMPASS GROUP LLC	6,102,239
Compass Group Llc	6,101,847	14.94
RENAISSANCE TECHNOLOGIES LLC	3,538,931
Renaissance Technologies Llc	3,490,431	14.94
Frontier Wealth Management LLC	2,218,663	16.10
INCA Investments LLC	1,211,586	14.94
Standard Life Aberdeen plc	1,118,655	15.01
Westwood Global Investments, LLC	970,747	14.94
Sagil Capital Llp	701,198	14.94
Encompass Capital Advisors LLC	595,893	14.94
Newfoundland Capital Management	567,360	14.94
Millennium Management Llc	544,506	14.94
Brandywine Global Investment Management, LLC	456,204	14.50
Carmignac Gestion	435,720	14.94
Gilder Gagnon Howe & Co Llc	356,467	14.94
Two Sigma Investments, Lp	344,702	14.94
D. E. Shaw & Co., Inc.	321,687	14.94
Two Sigma Advisers, Lp	300,700	14.94

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
Compass Group Llc	6,101,847	14.94
Renaissance Technologies Llc	3,490,431	14.94
Frontier Wealth Management LLC	2,218,663	16.10
INCA Investments LLC	1,211,586	14.94
Standard Life Aberdeen plc	1,118,655	15.01
Westwood Global Investments, LLC	970,747	14.94
Sagil Capital Llp	701,198	14.94
Encompass Capital Advisors LLC	595,893	14.94
Newfoundland Capital Management	567,360	14.94
Millennium Management Llc	544,506	14.94
Brandywine Global Investment Management, LLC	456,204	14.50
Carmignac Gestion	435,720	14.94
Gilder Gagnon Howe & Co Llc	356,467	14.94
Two Sigma Investments, Lp	344,702	14.94
D. E. Shaw & Co., Inc.	321,687	14.94
Two Sigma Advisers, Lp	300,700	14.94
VR Advisory Services Ltd	280,460	15.01
Us Bancorp \de\	254,761	14.94
Apollon Wealth Management, LLC	200,800	14.94
Healthcare Of Ontario Pension Plan Trust Fund	188,100	14.94

Recent Quarter Analysis

Recent Quarter 5 New Institutes added position

Name	Shares	PPS
PARK JAMES FRANKLIN	8,414,255
O'Shaughnessy Gerald E	6,538,220
COMPASS GROUP LLC	6,102,239
RENAISSANCE TECHNOLOGIES LLC	3,538,931
HSDEX - Hartford Schroders Diversified Emerging Markets Fund Class SDR	262	15.27

Recent Quarter 27 Institutes closed out their positions

Name	Shares	PPS
Citadel Advisors Llc	70,384	14.95
Susquehanna International Group, Llp	36,400	14.95
Moors & Cabot, Inc.	10,000	9.80
Squarepoint Ops LLC
FEDERATED CORE TRUST - Emerging Markets Core Fund
Willis Johnson & Associates, Inc.
Sei Investments Co
Deutsche Bank Ag\
California Public Employees Retirement System
Gsa Capital Partners Llp
DnB Asset Management AS
Diametric Capital, LP
BNP Paribas Asset Management Holding S.A.
Northern Trust Corp
Prelude Capital Management, Llc
Aquatic Capital Management LLC
Itau Unibanco Holding S.A.
O'shaughnessy Asset Management, Llc
Federated Hermes, Inc.
Royal Bank Of Canada
NEXT Financial Group, Inc
Proequities, Inc.
Tower Research Capital LLC (TRC)
Barclays Plc
Goldman Sachs Group Inc
Trexquant Investment LP
PEAK6 Investments LLC

Recent Quarter 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Deltec Asset Management Llc	38,127	12.93	38,127	14.95
Vaughan Nelson Investment Management, L.p.	19,160	12.94	19,160	14.93
Umb Bank N A/mo	8,032	12.95	8,032	14.94

Recent Quarter 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF	48,277	15.72	39,847	14.08
ADVMX - Vaughan Nelson Emerging Markets Opportunities Fund Institutional Class	19,160	15.71	19,160	14.09

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF	8,430	48,277	15.72	39,847	14.08	21.16

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 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Deltec Asset Management Llc	38,127	12.93	38,127	14.95
Vaughan Nelson Investment Management, L.p.	19,160	12.94	19,160	14.93
Umb Bank N A/mo	8,032	12.95	8,032	14.94

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

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