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	26	14.00	13.46	13.28
Previous Quarter	32	22.00	19.13	17.54

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	13	12	6	3	4
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	0	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	70	0.00	14.29	0	0.00	0.00
Previous Quarter	272	0.00	11.03	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
Feng Hailiang	360,000,000
Dimensional Fund Advisors Lp	68,535	13.70
Renaissance Technologies Llc	59,721	13.35
Dfa Investment Trust Co - The Emerging Markets Small Cap Series	32,567	12.65
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	18,179	12.65
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	4,740	13.71
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares	3,382	12.71
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares	3,061	12.74
FNCMX - Fidelity Nasdaq Composite Index Fund	2,666	13.88
DFAX - Dimensional World ex U.S. Core Equity 2 ETF	1,838	12.51
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class	1,121	12.49
Bank Of America Corp /de/	1,031	13.58
JEVNX - Emerging Markets Fund Class NAV	767	14.34
Tower Research Capital LLC (TRC)	383	13.05
UBS Group AG	354	14.12
DFAE - Dimensional Emerging Core Equity Market ETF	319	12.54
Morgan Stanley	201	14.93
BlackRock Inc.	70	14.29
Patriot Financial Group Insurance Agency, LLC	51	19.61
Proequities, Inc.	16

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
Dimensional Fund Advisors Lp	68,535	12.56
Renaissance Technologies Llc	64,421	12.59
Triumph Capital Management	38,754	12.59
Dfa Investment Trust Co - The Emerging Markets Small Cap Series	32,567	30.49
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	18,179	30.47
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	4,740	18.99
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares	3,382	30.46
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares	3,061	30.38
FNCMX - Fidelity Nasdaq Composite Index Fund	2,666	19.13
DFAX - Dimensional World ex U.S. Core Equity 2 ETF	1,838	30.47
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class	1,838	35.36
PGJ - Invesco Golden Dragon China ETF	1,725	35.36
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class	1,121	30.33
JEVNX - Emerging Markets Fund Class NAV	767	19.56
DFAE - Dimensional Emerging Core Equity Market ETF	319	31.35
Tower Research Capital LLC (TRC)	298	13.42
BlackRock Inc.	272	11.03
UBS Group AG	266	11.28
Morgan Stanley	253	15.81
Bank Of America Corp /de/	248	12.10

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Feng Hailiang	360,000,000

Recent Quarter 13 Institutes closed out their positions

Name	Shares	PPS
Triumph Capital Management	38,754	12.59
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class	1,838	35.36
PGJ - Invesco Golden Dragon China ETF	1,725	35.36
Canada Pension Plan Investment Board	10
Advisor Group Holdings, Inc.	6
Jpmorgan Chase & Co	1
Citigroup Inc
Parallel Advisors, LLC
Legal & General Group Plc
EWX - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF
O'shaughnessy Asset Management, Llc
Fmr Llc
Signaturefd, Llc

Recent Quarter 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Dfa Investment Trust Co - The Emerging Markets Small Cap Series	32,567	12.65	32,567	30.49
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	18,179	12.65	18,179	30.47
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	4,740	13.71	4,740	18.99
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares	3,382	12.71	3,382	30.46
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares	3,061	12.74	3,061	30.38
FNCMX - Fidelity Nasdaq Composite Index Fund	2,666	13.88	2,666	19.13
DFAX - Dimensional World ex U.S. Core Equity 2 ETF	1,838	12.51	1,838	30.47
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class	1,121	12.49	1,121	30.33
JEVNX - Emerging Markets Fund Class NAV	767	14.34	767	19.56
Tower Research Capital LLC (TRC)	383	13.05	298	13.42
DFAE - Dimensional Emerging Core Equity Market ETF	319	12.54	319	31.35
Morgan Stanley	201	14.93	253	15.81

Recent Quarter 6 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Dimensional Fund Advisors Lp	68,535	13.70	68,535	12.56
Renaissance Technologies Llc	59,721	13.35	64,421	12.59
Bank Of America Corp /de/	1,031	13.58	248	12.10
UBS Group AG	354	14.12	266	11.28
BlackRock Inc.	70	14.29	272	11.03
Patriot Financial Group Insurance Agency, LLC	51	19.61	88	11.36

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Bank Of America Corp /de/	783	1,031	13.58	248	12.10	315.73
UBS Group AG	88	354	14.12	266	11.28	33.08
Tower Research Capital LLC (TRC)	85	383	13.05	298	13.42	28.52

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Renaissance Technologies Llc	4,700	59,721	13.35	64,421	12.59	-7.30
BlackRock Inc.	202	70	14.29	272	11.03	-74.26
Morgan Stanley	52	201	14.93	253	15.81	-20.55
Patriot Financial Group Insurance Agency, LLC	37	51	19.61	88	11.36	-42.05

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 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

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