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	144	18.00	17.19	18.03
Previous Quarter	141	156.00	16.87	26.86

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	11	15	13	50	20	30
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	2	2	2	34	15	16
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	262,363	0.00	0.00	43,847	0.00	0.00
Previous Quarter	271,009	0.00	0.00	44,704	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
Resource Group International Ltd	11,416,683
PineBridge GEM II G.P., L.P.	2,019,739
Chishti Muhammad Ziaullah	1,704,160
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	1,182,380
American Century Companies Inc	979,623	18.57
AMERIPRISE FINANCIAL INC	970,088
Ameriprise Financial Inc	892,252	18.57
ASVIX - Small Cap Value Fund Investor Class	845,000	16.87
Wellington Management Group Llp	575,496	18.57
Schonfeld Strategic Advisors LLC	556,337	18.57
American International Group, Inc.	406,629	18.57
CSMIX - Columbia Small Cap Value Fund I Class A	351,636	18.06
BlackRock Inc.	261,598	18.57
Putnam Investments Llc	246,463	18.57
Royce & Associates Lp	208,674	18.57
PSLAX - Putnam Small Cap Value Fund Class A Shares	174,919	16.87
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1	152,220	16.87
Boston Partners	146,665	18.57
RCPFX - Royce Capital Fund - Small-Cap Portfolio Investment Class	141,460	16.87
IWM - iShares Russell 2000 ETF	129,708	16.87

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
American Century Companies Inc	1,013,851	16.87
Ameriprise Financial Inc	990,208	16.87
ASVIX - Small Cap Value Fund Investor Class	845,000	16.87
Schonfeld Strategic Advisors LLC	500,000	16.87
American International Group, Inc.	406,591	16.87
Wellington Management Group Llp	404,696	16.87
CSMIX - Columbia Small Cap Value Fund I Class A	307,636	15.49
BlackRock Inc.	270,244	16.87
Putnam Investments Llc	246,964	16.87
Royce & Associates Lp	208,874	16.87
PSLAX - Putnam Small Cap Value Fund Class A Shares	176,919	17.90
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1	152,220	16.87
Boston Partners	149,481	16.87
Kennedy Capital Management, Inc.	147,114	16.87
RCPFX - Royce Capital Fund - Small-Cap Portfolio Investment Class	141,460	16.87
IWM - iShares Russell 2000 ETF	129,708	16.87
BPSIX - Boston Partners Small Cap Value Fund II INSTITUTIONAL	128,285	17.90
Sei Investments Co	113,091	16.87
State Street Corp	77,754	16.87
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares	72,890	16.87

Recent Quarter Analysis

Recent Quarter 11 New Institutes added position

Name	Shares	PPS
Resource Group International Ltd	11,416,683
PineBridge GEM II G.P., L.P.	2,019,739
Chishti Muhammad Ziaullah	1,704,160
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	1,182,380
AMERIPRISE FINANCIAL INC	970,088
EAM Investors, LLC	71,559	18.57
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	1,622	17.88
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	825	18.18
DFVEX - U.s. Vector Equity Portfolio - Institutional Class	801	17.48
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A	349	17.19
Covestor Ltd	7

Recent Quarter 15 Institutes closed out their positions

Name	Shares	PPS
REBYX - U.S. Small Cap Equity Fund Class Y	45,453	14.52
RIFBX - U.S. Small Cap Equity Fund	7,103	12.95
Castleview Partners, Llc	4,392	16869.99
Us Bancorp \de\	500	16.00
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A	349	14.33
UBS Group AG	195	15.38
Russell Investments Group, Ltd.
Federated Hermes, Inc.
Taylor Wealth Management Partners
Proequities, Inc.
Millennium Management Llc
Invenomic Capital Management LP
FLMFX - MUIRFIELD FUND Retail Class
Holocene Advisors, LP
Meeder Asset Management Inc

Recent Quarter 13 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
PSLAX - Putnam Small Cap Value Fund Class A Shares	174,919	16.87	176,919	17.90
BPSIX - Boston Partners Small Cap Value Fund II INSTITUTIONAL	123,910	16.87	128,285	17.90
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares	13,506	16.88	14,130	17.91
FNCMX - Fidelity Nasdaq Composite Index Fund	11,244	16.90	9,924	17.94
VVSCX - Small Cap Value Fund	6,600	16.82	6,700	17.91
VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional Shares	4,097	16.84	4,486	17.83
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio	3,882	16.74	1,980	17.68
VCSLX - Small Cap Index Fund	2,038	16.68	2,100	18.10
SMXAX - SIIT Extended Market Index Fund - Class A	1,200	16.67	1,200	17.50
URTY - ProShares UltraPro Russell2000	371	16.17	486	18.52
UAPIX - Ultrasmall-cap Profund Investor Class	80	12.50	117	17.09
Royal Bank Of Canada	78	12.82	32	31.25
Wells Fargo & Company/mn	67	14.93	121	16.53

Recent Quarter 50 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
American Century Companies Inc	979,623	18.57	1,013,851	16.87
Ameriprise Financial Inc	892,252	18.57	990,208	16.87
Wellington Management Group Llp	575,496	18.57	404,696	16.87
Schonfeld Strategic Advisors LLC	556,337	18.57	500,000	16.87
American International Group, Inc.	406,629	18.57	406,591	16.87
CSMIX - Columbia Small Cap Value Fund I Class A	351,636	18.06	307,636	15.49
BlackRock Inc.	261,598	18.57	270,244	16.87
Putnam Investments Llc	246,463	18.57	246,964	16.87
Royce & Associates Lp	208,674	18.57	208,874	16.87
Boston Partners	146,665	18.57	149,481	16.87
Sei Investments Co	109,852	18.57	113,091	16.87
Kennedy Capital Management, Inc.	64,464	18.57	147,114	16.87
Geode Capital Management, Llc	57,428	18.56	55,862	16.86
Jpmorgan Chase & Co	55,800	18.57	57,679	16.87
FSSNX - Fidelity Small Cap Index Fund	44,075	18.06	44,075	15.50
Northern Trust Corp	36,525	18.56	37,266	16.88
Anchor Capital Advisors Llc	26,440	18.57	25,270	16.86
Vanguard Group Inc	26,121	18.57	25,965	16.87
Nuveen Asset Management, LLC	16,277	18.55	18,531	16.89
Dimensional Fund Advisors Lp	14,728	18.54	10,472	16.90

Recent Quarter 20 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Wellington Management Group Llp	170,800	575,496	18.57	404,696	16.87	42.20
Schonfeld Strategic Advisors LLC	56,337	556,337	18.57	500,000	16.87	11.27
CSMIX - Columbia Small Cap Value Fund I Class A	44,000	351,636	18.06	307,636	15.49	14.30
O'shaughnessy Asset Management, Llc	11,433	11,433	18.54	0		0.00
Morgan Stanley	8,000	9,737	18.59	1,737	16.70	460.56
Dimensional Fund Advisors Lp	4,256	14,728	18.54	10,472	16.90	40.64
Allspring Global Investments Holdings, LLC	1,902	3,882	18.55	1,980	16.67	96.06
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio	1,902	3,882	16.74	1,980	17.68	96.06
Geode Capital Management, Llc	1,566	57,428	18.56	55,862	16.86	2.80
Lazard Asset Management Llc	1,532	3,608	18.57	2,076	16.86	73.80
Bank of New York Mellon Corp	1,351	13,693	18.55	12,342	16.93	10.95
RYLD - Global X Russell 2000 Covered Call ETF	1,350	2,842	17.95	1,492	15.42	90.48
FNCMX - Fidelity Nasdaq Composite Index Fund	1,320	11,244	16.90	9,924	17.94	13.30
Anchor Capital Advisors Llc	1,170	26,440	18.57	25,270	16.86	4.63
Vanguard Group Inc	156	26,121	18.57	25,965	16.87	0.60
Fmr Llc	123	194	20.62	71	14.08	173.24
Royal Bank Of Canada	46	78	12.82	32	31.25	143.75
American International Group, Inc.	38	406,629	18.57	406,591	16.87	0.01
Credit Suisse Ag/	20	29	34.48	9		222.22
Amalgamated Bank	13	905	18.78	892	16.82	1.46

Recent Quarter 30 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Ameriprise Financial Inc	97,956	892,252	18.57	990,208	16.87	-9.89
Kennedy Capital Management, Inc.	82,650	64,464	18.57	147,114	16.87	-56.18
American Century Companies Inc	34,228	979,623	18.57	1,013,851	16.87	-3.38
BlackRock Inc.	8,646	261,598	18.57	270,244	16.87	-3.20
BPSIX - Boston Partners Small Cap Value Fund II INSTITUTIONAL	4,375	123,910	16.87	128,285	17.90	-3.41
Sei Investments Co	3,239	109,852	18.57	113,091	16.87	-2.86
Boston Partners	2,816	146,665	18.57	149,481	16.87	-1.88
Nuveen Asset Management, LLC	2,254	16,277	18.55	18,531	16.89	-12.16
PSLAX - Putnam Small Cap Value Fund Class A Shares	2,000	174,919	16.87	176,919	17.90	-1.13
Jpmorgan Chase & Co	1,879	55,800	18.57	57,679	16.87	-3.26
Argent Capital Management Llc	775	13,825	18.59	14,600	16.85	-5.31
Northern Trust Corp	741	36,525	18.56	37,266	16.88	-1.99
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares	624	13,506	16.88	14,130	17.91	-4.42
Putnam Investments Llc	501	246,463	18.57	246,964	16.87	-0.20
Citigroup Inc	397	88	22.73	485	16.49	-81.86
Tower Research Capital LLC (TRC)	390	630	19.05	1,020	16.67	-38.24
VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional Shares	389	4,097	16.84	4,486	17.83	-8.67
Deutsche Bank Ag\	373	2,735	18.65	3,108	16.73	-12.00
Royce & Associates Lp	200	208,674	18.57	208,874	16.87	-0.10
URTY - ProShares UltraPro Russell2000	115	371	16.17	486	18.52	-23.66

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 2 New Institutes added position

Name	Shares	PPS
EAM Investors, LLC	71,559	18.57
Covestor Ltd	7

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
UBS Group AG	195	15.38
Castleview Partners, Llc	4,392	16869.99

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Royal Bank Of Canada	78	12.82	32	31.25
Wells Fargo & Company/mn	67	14.93	121	16.53

Past Week 34 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
American Century Companies Inc	979,623	18.57	1,013,851	16.87
Ameriprise Financial Inc	892,252	18.57	990,208	16.87
Wellington Management Group Llp	575,496	18.57	404,696	16.87
Schonfeld Strategic Advisors LLC	556,337	18.57	500,000	16.87
American International Group, Inc.	406,629	18.57	406,591	16.87
BlackRock Inc.	261,598	18.57	270,244	16.87
Putnam Investments Llc	246,463	18.57	246,964	16.87
Boston Partners	146,665	18.57	149,481	16.87
Sei Investments Co	109,852	18.57	113,091	16.87
Kennedy Capital Management, Inc.	64,464	18.57	147,114	16.87
Geode Capital Management, Llc	57,428	18.56	55,862	16.86
Jpmorgan Chase & Co	55,800	18.57	57,679	16.87
Northern Trust Corp	36,525	18.56	37,266	16.88
Anchor Capital Advisors Llc	26,440	18.57	25,270	16.86
Vanguard Group Inc	26,121	18.57	25,965	16.87
Nuveen Asset Management, LLC	16,277	18.55	18,531	16.89
Dimensional Fund Advisors Lp	14,728	18.54	10,472	16.90
Argent Capital Management Llc	13,825	18.59	14,600	16.85
Bank of New York Mellon Corp	13,693	18.55	12,342	16.93
Charles Schwab Investment Management Inc	12,767	18.64	12,767	16.92
Globeflex Capital L P	11,651	18.54	11,651	16.91
O'shaughnessy Asset Management, Llc	11,433	18.54	0
Morgan Stanley	9,737	18.59	1,737	16.70
Lazard Asset Management Llc	3,608	18.57	2,076	16.86
Deutsche Bank Ag\	2,735	18.65	3,108	16.73
Bank Of America Corp /de/	2,302	18.68	2,386	17.18
Amalgamated Bank	905	18.78	892	16.82
Tower Research Capital LLC (TRC)	630	19.05	1,020	16.67
Tyler-Stone Wealth Management	600	18.33	600	16.67
Legal & General Group Plc	573	19.20	573	17.45
Ameritas Investment Partners, Inc.	410	17.07	410	14.63
Fmr Llc	194	20.62	71	14.08
Citigroup Inc	88	22.73	485	16.49
Credit Suisse Ag/	29	34.48	9

Past Week 15 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Wellington Management Group Llp	170,800	575,496	18.57	404,696	16.87	42.20
Schonfeld Strategic Advisors LLC	56,337	556,337	18.57	500,000	16.87	11.27
O'shaughnessy Asset Management, Llc	11,433	11,433	18.54	0		0.00
Morgan Stanley	8,000	9,737	18.59	1,737	16.70	460.56
Dimensional Fund Advisors Lp	4,256	14,728	18.54	10,472	16.90	40.64
Geode Capital Management, Llc	1,566	57,428	18.56	55,862	16.86	2.80
Lazard Asset Management Llc	1,532	3,608	18.57	2,076	16.86	73.80
Bank of New York Mellon Corp	1,351	13,693	18.55	12,342	16.93	10.95
Anchor Capital Advisors Llc	1,170	26,440	18.57	25,270	16.86	4.63
Vanguard Group Inc	156	26,121	18.57	25,965	16.87	0.60
Fmr Llc	123	194	20.62	71	14.08	173.24
Royal Bank Of Canada	46	78	12.82	32	31.25	143.75
American International Group, Inc.	38	406,629	18.57	406,591	16.87	0.01
Credit Suisse Ag/	20	29	34.48	9		222.22
Amalgamated Bank	13	905	18.78	892	16.82	1.46

Past Week 16 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Ameriprise Financial Inc	97,956	892,252	18.57	990,208	16.87	-9.89
Kennedy Capital Management, Inc.	82,650	64,464	18.57	147,114	16.87	-56.18
American Century Companies Inc	34,228	979,623	18.57	1,013,851	16.87	-3.38
BlackRock Inc.	8,646	261,598	18.57	270,244	16.87	-3.20
Sei Investments Co	3,239	109,852	18.57	113,091	16.87	-2.86
Boston Partners	2,816	146,665	18.57	149,481	16.87	-1.88
Nuveen Asset Management, LLC	2,254	16,277	18.55	18,531	16.89	-12.16
Jpmorgan Chase & Co	1,879	55,800	18.57	57,679	16.87	-3.26
Argent Capital Management Llc	775	13,825	18.59	14,600	16.85	-5.31
Northern Trust Corp	741	36,525	18.56	37,266	16.88	-1.99
Putnam Investments Llc	501	246,463	18.57	246,964	16.87	-0.20
Citigroup Inc	397	88	22.73	485	16.49	-81.86
Tower Research Capital LLC (TRC)	390	630	19.05	1,020	16.67	-38.24
Deutsche Bank Ag\	373	2,735	18.65	3,108	16.73	-12.00
Bank Of America Corp /de/	84	2,302	18.68	2,386	17.18	-3.52
Wells Fargo & Company/mn	54	67	14.93	121	16.53	-44.63

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