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	260	24.00	18.92	19.57
Previous Quarter	276	26.00	18.93	20.34

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	63	28	0	9	7
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	2	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	2	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	3,517,400	2.05	18.92	1,531,556	0.89	26.11
Previous Quarter	3,517,400	2.05	18.92	1,534,014	0.90	26.43

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
CK Hutchison Holdings Ltd	332,502,740
Capital International Investors	80,310,930
GENERAL ATLANTIC LLC	42,501,670
Capital International Investors	9,105,103	19.06
M&g Investment Management Ltd	5,704,897	19.00
Capital International Inc /ca/	4,191,161	18.92
Sands Capital Management, Llc	4,189,421	18.92
General Atlantic Llc	4,000,000	18.92
BlackRock Inc.	3,516,585	18.92
Schroder Investment Management Group	3,410,127	19.78
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A	2,372,368	27.25
NEWFX - NEW WORLD FUND INC Class A	2,167,809	15.09
Bellevue Group AG	1,750,690	18.92
Allianz Asset Management GmbH	1,457,524	18.92
TSEMX - Touchstone Sands Capital Emerging Markets Growth Fund Class Y	1,355,921	18.92
SMCWX - SMALLCAP WORLD FUND INC Class A	1,350,035	18.92
VGHCX - Vanguard Health Care Fund Investor Shares	1,342,357	27.24
EMRGX - EMERGING MARKETS GROWTH FUND INC Class M	1,267,445	18.92
State Street Corp	1,213,060	18.92
IGAAX - International Growth and Income Fund Class A	813,178	18.92

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
Capital International Investors	9,105,103	19.06
M&g Investment Management Ltd	5,704,897	19.00
Capital International Inc /ca/	4,191,161	18.92
Sands Capital Management, Llc	4,189,421	18.92
General Atlantic Llc	4,000,000	18.92
BlackRock Inc.	3,516,585	18.92
Schroder Investment Management Group	3,410,127	19.78
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A	2,372,368	27.25
NEWFX - NEW WORLD FUND INC Class A	2,167,809	27.24
Bellevue Group AG	1,750,690	18.92
Allianz Asset Management GmbH	1,457,524	18.92
TSEMX - Touchstone Sands Capital Emerging Markets Growth Fund Class Y	1,355,921	18.92
SMCWX - SMALLCAP WORLD FUND INC Class A	1,350,035	18.92
VGHCX - Vanguard Health Care Fund Investor Shares	1,342,357	27.24
EMRGX - EMERGING MARKETS GROWTH FUND INC Class M	1,267,445	18.92
State Street Corp	1,213,060	18.92
IGAAX - International Growth and Income Fund Class A	813,178	18.92
Zeal Asset Management Ltd	762,929	19.27
IEMG - iShares Core MSCI Emerging Markets ETF	753,688	27.25
Bank Of America Corp /de/	707,978	18.92

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
CK Hutchison Holdings Ltd	332,502,740
GENERAL ATLANTIC LLC	42,501,670
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund	26,637	15.09
TWAAX - Thrivent International Allocation Fund Class A	3,691	15.17

Recent Quarter 63 Institutes closed out their positions

Name	Shares	PPS
UG Investment Advisers Ltd.	48,155	36.61
RGSAX - AllianzGI Global Small-Cap Fund A	12,700	36.61
NUEM - Nuveen ESG Emerging Markets Equity ETF	4,693	29.41
IBBJ - Defiance Nasdaq Junior Biotechnology ETF	1,240	36.29
WRAAX - Wilmington Global Alpha Equities Fund Class A Shares	1,213	29.68
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial	640	35.94
Nomura Holdings Inc
Pinz Capital Management, LP
AOPAX - AllianzGI International Small-Cap Fund Class A
FNY Investment Advisers, LLC
Jane Street Group, Llc
Citadel Advisors Llc
Campbell & CO Investment Adviser LLC
Lazard Asset Management Llc
Virtu Financial LLC
Capital Bank & Trust Co
Tiger Pacific Capital LP
Comerica Bank
Citadel Advisors Llc
Eaton Vance Management
Squarepoint Ops LLC
Citadel Advisors Llc
Hrt Financial Lp
Segantii Capital Management Ltd
Nomura Holdings Inc
Jones Financial Companies Lllp
Alberta Investment Management Corp
Standard Life Aberdeen plc
Rathbone Brothers plc
Signaturefd, Llc
Norges Bank
Manchester Capital Management LLC
Evoke Wealth, Llc
Glassman Wealth Services
EverSource Wealth Advisors, LLC
BerganKDV Wealth Management, LLC
Parallel Advisors, LLC
Venturi Wealth Management, LLC
Connor, Clark & Lunn Investment Management Ltd.
Schonfeld Strategic Advisors LLC
Vident Investment Advisory, LLC
ProShare Advisors LLC
MY.Alpha Management HK Advisors Ltd
Penserra Capital Management LLC
LVW Advisors, LLC
Teacher Retirement System Of Texas
Lindbrook Capital, Llc
Proequities, Inc.
Ameriprise Financial Inc
York Capital Management Global Advisors, LLC
Northwestern Mutual Wealth Management Co
KBC Group NV
Altium Wealth Management LLC
Renaissance Technologies Llc
D. E. Shaw & Co., Inc.
Gerber Kawasaki Wealth & Investment Management
Handelsbanken Fonder AB
Quilter Plc
APG Asset Management N.V.
Andra AP-fonden
Voya Investment Management Llc
E Fund Management Co., Ltd.
Meridian Wealth Partners, LLC

Recent Quarter 28 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Capital International Investors	80,310,930		9,105,103	19.06
NEWFX - NEW WORLD FUND INC Class A	2,167,809	15.09	2,167,809	27.24
FKASX - Federated Kaufmann Small Cap Fund Class A Shares	443,157	15.09	459,557	27.24
OWLSX - Old Westbury Large Cap Strategies Fund	418,257	15.09	418,257	27.24
IXUS - iShares Core MSCI Total International Stock ETF	114,189	15.09	93,511	27.24
FSGEX - Fidelity Series Global ex U.S. Index Fund	105,185	15.09	104,558	27.24
WINAX - Wilmington International Fund Class A Shares	90,280	15.09	90,280	27.24
FPADX - Fidelity Emerging Markets Index Fund	74,893	15.09	74,893	27.24
TEQKX - TIAA-CREF Emerging Markets Equity Index Fund Retail Class	64,629	15.09	64,629	27.23
EMRSX - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6	64,384	15.10	73,224	27.25
E Fund Management (Hong Kong) Co., Ltd.	58,861	12.64	50,214	17.11
AAXJ - iShares MSCI All Country Asia ex Japan ETF	54,912	15.10	58,864	27.23
FERGX - Fidelity SAI Emerging Markets Index Fund	50,966	15.09	46,571	27.25
VINEX - Vanguard International Explorer Fund Investor Shares	39,218	15.10	41,676	27.23
NWXSX - Nationwide International Small Cap Fund Class A	37,359	15.10	37,359	27.25
ACWI - iShares MSCI ACWI ETF	32,752	15.08	29,391	27.25
FTIHX - Fidelity Total International Index Fund	29,685	15.09	23,999	27.25
FSGGX - Fidelity Global ex U.S. Index Fund	28,544	15.10	28,544	27.26
RIVGX - American Funds International Vantage Fund Class R-6	23,900	15.10	180,700	27.24
ACWX - iShares MSCI ACWI ex U.S. ETF	17,405	15.11	22,923	27.22

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 9 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Capital International Investors	71,205,827	80,310,930		9,105,103	19.06	782.04
IXUS - iShares Core MSCI Total International Stock ETF	20,678	114,189	15.09	93,511	27.24	22.11
E Fund Management (Hong Kong) Co., Ltd.	8,647	58,861	12.64	50,214	17.11	17.22
FTIHX - Fidelity Total International Index Fund	5,686	29,685	15.09	23,999	27.25	23.69
FERGX - Fidelity SAI Emerging Markets Index Fund	4,395	50,966	15.09	46,571	27.25	9.44
ACWI - iShares MSCI ACWI ETF	3,361	32,752	15.08	29,391	27.25	11.44
FITFX - Fidelity Flex International Index Fund	1,647	5,666	15.00	4,019	27.12	40.98
CHIH - Global X MSCI China Health Care ETF	1,430	10,593	15.10	9,163	27.28	15.61
FSGEX - Fidelity Series Global ex U.S. Index Fund	627	105,185	15.09	104,558	27.24	0.60

Recent Quarter 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
RIVGX - American Funds International Vantage Fund Class R-6	156,800	23,900	15.10	180,700	27.24	-86.77
FKASX - Federated Kaufmann Small Cap Fund Class A Shares	16,400	443,157	15.09	459,557	27.24	-3.57
EMRSX - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6	8,840	64,384	15.10	73,224	27.25	-12.07
ACWX - iShares MSCI ACWI ex U.S. ETF	5,518	17,405	15.11	22,923	27.22	-24.07
AAXJ - iShares MSCI All Country Asia ex Japan ETF	3,952	54,912	15.10	58,864	27.23	-6.71
VINEX - Vanguard International Explorer Fund Investor Shares	2,458	39,218	15.10	41,676	27.23	-5.90
AdvisorNet Financial, Inc	42	16		58	17.24	-72.41

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 2 Previous Institutes closed Put Positions

Name	Previous Puts
Nomura Holdings Inc	0
Citadel Advisors Llc	0

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 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Gulf International Bank (UK) Ltd	16,000	12.56	16,000	18.88
Umb Bank N A/mo	38		38	26.32

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