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 | 372 | 26.00 | 25.15 | 25.13 |
| Previous Quarter | 398 | 27.00 | 25.17 | 30.23 |
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 | 14 | 93 | 140 | 12 | 70 | 43 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 1 | 1 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 2 | 0 | 0 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 6 | 15 | 50 | 6 | 37 | 17 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 0 | 0 | 0 | 0 | 2 | 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 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 | 2,551,775 | 0.00 | 0.00 | 2,165,079 | 0.00 | 0.00 |
| Previous Quarter | 1,223,441 | 0.00 | 0.00 | 1,972,862 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 1,321,206 | |
| BlackRock Inc. | 1,315,980 | 24.83 |
| DIMENSIONAL FUND ADVISORS LP | 1,280,736 | |
| Dimensional Fund Advisors Lp | 1,258,442 | 24.83 |
| BlackRock Inc. | 1,206,512 | |
| Vanguard Group Inc | 1,155,764 | 24.83 |
| Renaissance Technologies Llc | 1,133,406 | 24.83 |
| Alta Fox Capital Management, Llc | 649,681 | 24.83 |
| Adirondack Retirement Specialists, Inc. | 616,973 | 24.83 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 616,660 | 25.15 |
| Fmr Llc | 600,267 | 24.83 |
| Kahn Brothers Group Inc /de/ | 467,829 | 24.83 |
| State Street Corp | 399,708 | 25.15 |
| D. E. Shaw & Co., Inc. | 379,633 | 25.15 |
| J. Goldman & Co LP | 358,975 | 24.83 |
| IWM - iShares Russell 2000 ETF | 338,752 | 25.15 |
| FCPGX - Fidelity Small Cap Growth Fund | 332,547 | 26.03 |
| Geode Capital Management, Llc | 307,859 | 24.83 |
| Orchard Capital Managment, LLC | 268,000 | 25.97 |
| DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class | 253,897 | 26.03 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Renaissance Technologies Llc | 1,312,106 | 25.15 |
| Dimensional Fund Advisors Lp | 1,262,675 | 25.15 |
| BlackRock Inc. | 1,213,149 | 25.15 |
| Vanguard Group Inc | 1,026,038 | 25.15 |
| Adirondack Retirement Specialists, Inc. | 621,800 | 25.23 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 616,660 | 25.15 |
| Fmr Llc | 529,289 | 25.15 |
| J. Goldman & Co LP | 495,000 | 25.15 |
| Bandera Partners LLC | 470,000 | 25.15 |
| Kahn Brothers Group Inc /de/ | 468,166 | 25.15 |
| State Street Corp | 399,708 | 25.15 |
| D. E. Shaw & Co., Inc. | 379,633 | 25.15 |
| IWM - iShares Russell 2000 ETF | 338,752 | 25.15 |
| FCPGX - Fidelity Small Cap Growth Fund | 334,244 | 26.48 |
| Alta Fox Capital Management, Llc | 330,018 | 251.50 |
| Geode Capital Management, Llc | 278,672 | 25.15 |
| Orchard Capital Managment, LLC | 268,000 | 25.97 |
| DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class | 253,897 | 26.48 |
| DFSTX - U.s. Small Cap Portfolio - Institutional Class | 249,385 | 26.48 |
| DFSCX - U.s. Micro Cap Portfolio - Institutional Class | 243,518 | 26.48 |
| Name | Shares | PPS |
|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 1,321,206 | |
| DIMENSIONAL FUND ADVISORS LP | 1,280,736 | |
| FSTCX - Telecommunications Portfolio | 157,000 | 25.57 |
| VTCAX - Vanguard Communication Services Index Fund Admiral Shares | 70,075 | 25.57 |
| BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares | 18,991 | 25.59 |
| Gsa Capital Partners Llp | 18,226 | 24.85 |
| Two Sigma Investments, Lp | 15,700 | 24.84 |
| Man Group plc | 14,100 | 24.82 |
| Walleye Capital LLC | 13,712 | 24.80 |
| Jump Financial, LLC | 8,100 | 24.81 |
| Amundi | 1,725 | 27.25 |
| Guardian Wealth Advisors, LLC | 147 | 27.21 |
| Wipfli Financial Advisors Llc, | 29 | |
| Nisa Investment Advisors, Llc | 20 |
| Name | Shares | PPS |
|---|---|---|
| Bandera Partners LLC | 470,000 | 25.15 |
| D. E. Shaw & Co., Inc. | 379,633 | 25.15 |
| Engineers Gate Manager LP | 28,225 | 25.16 |
| Hrt Financial Lp | 22,027 | 25.11 |
| Connor, Clark & Lunn Investment Management Ltd. | 19,349 | 25.17 |
| Susquehanna International Group, Llp | 18,900 | 25.13 |
| CSML - IQ Chaikin U.S. Small Cap ETF | 18,681 | 37.52 |
| ExodusPoint Capital Management, LP | 18,116 | 25.17 |
| Citadel Advisors Llc | 17,900 | 25.14 |
| Versor Investments LP | 14,270 | 25.16 |
| Navellier & Associates Inc | 13,631 | 25.16 |
| Victory Capital Management Inc | 12,554 | 25.17 |
| Advisory Services Network, LLC | 12,535 | 25.13 |
| Jane Street Group, Llc | 12,401 | 25.16 |
| Jane Street Group, Llc | 12,401 | 25.16 |
| Qube Research & Technologies Ltd | 11,904 | 25.12 |
| Trexquant Investment LP | 9,090 | 25.19 |
| Ergoteles LLC | 8,398 | 25.13 |
| BFOR - Barron's 400 ETF | 8,066 | 36.08 |
| AZSAX - American Beacon Zebra Small Cap Equity Fund A Class | 7,221 | 36.01 |
| Dupont Capital Management Corp | 5,244 | 25.17 |
| DWMC - AdvisorShares Dorsey Wright Micro-Cap ETF | 3,184 | 44.28 |
| VFMO - Vanguard U.S. Momentum Factor ETF ETF Shares | 2,119 | 35.87 |
| Simplex Trading, Llc | 1,800 | 25.00 |
| Simplex Trading, Llc | 1,800 | 25.00 |
| Group One Trading, L.p. | 600 | 25.00 |
| Group One Trading, L.p. | 600 | 25.00 |
| Group One Trading, L.p. | 600 | 25.00 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A Shares | 133 | 37.59 |
| TCI Wealth Advisors, Inc. | 127 | 23.62 |
| Point72 Hong Kong Ltd | 94 | 21.28 |
| AFSM - First Trust Active Factor Small Cap ETF | 80 | 37.50 |
| First Horizon Advisors, Inc. | 45 | 22.22 |
| Rockefeller Capital Management L.P. | 3 | |
| Navis Wealth Advisors, LLC | ||
| Walleye Trading LLC | ||
| Grantham, Mayo, Van Otterloo & Co. LLC | ||
| Sei Investments Co | ||
| SMSAX - SIMT Multi-Strategy Alternative Fund Class F | ||
| Blueshift Asset Management, LLC | ||
| Bridgeway Capital Management Inc | ||
| Sandy Spring Bank | ||
| Arrowstreet Capital, Limited Partnership | ||
| Dorsey Wright & Associates | ||
| State Of Wisconsin Investment Board | ||
| Prospera Financial Services Inc | ||
| NinePointTwo Capital | ||
| O'shaughnessy Asset Management, Llc | ||
| Dynamic Technology Lab Private Ltd | ||
| Mraz, Amerine & Associates, Inc. | ||
| Manufacturers Life Insurance Company, The | ||
| Tfo-tdc, Llc | ||
| Zurcher Kantonalbank (Zurich Cantonalbank) | ||
| FKICX - Fidelity Small Cap Stock K6 Fund | ||
| PUI - Invesco DWA Utilities Momentum ETF | ||
| State Board Of Administration Of Florida Retirement System | ||
| Squarepoint Ops LLC | ||
| First Manhattan Co | ||
| Voya Investment Management Llc | ||
| Prudential Financial Inc | ||
| PEAK6 Investments LLC | ||
| Pinz Capital Management, LP | ||
| UCAGX - Cornerstone Aggressive Fund | ||
| TAP Consulting, LLC | ||
| Principal Financial Group Inc | ||
| American Century Companies Inc | ||
| Cambridge Investment Research Advisors, Inc. | ||
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio | ||
| Wolverine Trading, Llc | ||
| Virtu Financial LLC | ||
| Arizona State Retirement System | ||
| Putnam Investments Llc | ||
| Aviva Plc | ||
| Voloridge Investment Management, Llc | ||
| Verition Fund Management LLC | ||
| Ameriprise Financial Inc | ||
| SG Americas Securities, LLC | ||
| Balyasny Asset Management Llc | ||
| FSMD - Fidelity Small-Mid Factor ETF | ||
| Royce & Associates Lp | ||
| Royce Micro-cap Trust, Inc /md/ | ||
| IndexIQ Advisors LLC | ||
| SQLV - Legg Mason Small-Cap Quality Value ETF | ||
| Alpha Paradigm Partners, LLC | ||
| PASIX - PACE Alternative Strategies Investments Class A | ||
| Raymond James Financial Services Advisors, Inc. | ||
| FSLCX - Fidelity Small Cap Stock Fund | ||
| Koshinski Asset Management, Inc. | ||
| Harvest Investment Services, LLC | ||
| Ritholtz Wealth Management | ||
| NWHDX - Nationwide Bailard Cognitive Value Fund Class A | ||
| Alps Advisors Inc | ||
| D'Orazio & Associates, Inc. |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BlackRock Inc. | 1,315,980 | 24.83 | 1,213,149 | 25.15 |
| Dimensional Fund Advisors Lp | 1,258,442 | 24.83 | 1,262,675 | 25.15 |
| Vanguard Group Inc | 1,155,764 | 24.83 | 1,026,038 | 25.15 |
| Renaissance Technologies Llc | 1,133,406 | 24.83 | 1,312,106 | 25.15 |
| Alta Fox Capital Management, Llc | 649,681 | 24.83 | 330,018 | 251.50 |
| Adirondack Retirement Specialists, Inc. | 616,973 | 24.83 | 621,800 | 25.23 |
| Fmr Llc | 600,267 | 24.83 | 529,289 | 25.15 |
| Kahn Brothers Group Inc /de/ | 467,829 | 24.83 | 468,166 | 25.15 |
| J. Goldman & Co LP | 358,975 | 24.83 | 495,000 | 25.15 |
| FCPGX - Fidelity Small Cap Growth Fund | 332,547 | 26.03 | 334,244 | 26.48 |
| Geode Capital Management, Llc | 307,859 | 24.83 | 278,672 | 25.15 |
| DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class | 253,897 | 26.03 | 253,897 | 26.48 |
| DFSTX - U.s. Small Cap Portfolio - Institutional Class | 249,385 | 26.03 | 249,385 | 26.48 |
| DFSCX - U.s. Micro Cap Portfolio - Institutional Class | 243,518 | 26.03 | 243,518 | 26.48 |
| DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class | 190,707 | 26.03 | 190,707 | 26.48 |
| Jpmorgan Chase & Co | 161,968 | 24.83 | 162,322 | 25.15 |
| Northern Trust Corp | 156,424 | 24.84 | 153,332 | 25.15 |
| Charles Schwab Investment Management Inc | 138,921 | 24.83 | 115,595 | 25.16 |
| Foundry Partners, LLC | 127,200 | 24.83 | 125,570 | 25.15 |
| FSSNX - Fidelity Small Cap Index Fund | 111,527 | 26.03 | 111,527 | 26.48 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Bank Of Montreal /can/ | 43,872 | 27.31 | 42,909 | 25.82 |
| Ubs Asset Management Americas Inc | 8,496 | 24.84 | 0 | |
| Price T Rowe Associates Inc /md/ | 8,338 | 24.95 | 0 | |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 | 1,557 | 26.33 | 1,599 | 26.27 |
| PJARX - SmallCap Value Fund II R-3 | 241 | 24.90 | 203 | 24.63 |
| Lindbrook Capital, Llc | 216 | 23.15 | 11 | |
| UBS Group AG | 213 | 23.47 | 0 | |
| Signaturefd, Llc | 139 | 21.58 | 50 | 20.00 |
| Us Bancorp \de\ | 105 | 28.57 | 495 | 24.24 |
| Tilia Fiduciary Partners, Inc. | 100 | 30.00 | 100 | 20.00 |
| Federated Hermes, Inc. | 56 | 17.86 | 0 | |
| HDG - ProShares Hedge Replication ETF | 39 | 25.64 | 52 | 19.23 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Group One Trading, L.p. | 600 |
| Name | Previous Calls |
|---|---|
| Proequities, Inc. | 0 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|---|---|---|---|
| Simplex Trading, Llc | 1,000 | 2,800 | 1,800 | 55.56 |
| Susquehanna International Group, Llp | 7,200 | 26,100 | 18,900 | 38.10 |
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Gsa Capital Partners Llp | 18,226 | 24.85 |
| Two Sigma Investments, Lp | 15,700 | 24.84 |
| Man Group plc | 14,100 | 24.82 |
| Walleye Capital LLC | 13,712 | 24.80 |
| Amundi | 1,725 | 27.25 |
| Guardian Wealth Advisors, LLC | 147 | 27.21 |
| Name | Shares | PPS |
|---|---|---|
| Dupont Capital Management Corp | 5,244 | 25.17 |
| Group One Trading, L.p. | 600 | 25.00 |
| Engineers Gate Manager LP | 28,225 | 25.16 |
| Ergoteles LLC | 8,398 | 25.13 |
| Susquehanna International Group, Llp | 18,900 | 25.13 |
| Point72 Hong Kong Ltd | 94 | 21.28 |
| Hrt Financial Lp | 22,027 | 25.11 |
| Connor, Clark & Lunn Investment Management Ltd. | 19,349 | 25.17 |
| Bandera Partners LLC | 470,000 | 25.15 |
| First Horizon Advisors, Inc. | 45 | 22.22 |
| Trexquant Investment LP | 9,090 | 25.19 |
| Navellier & Associates Inc | 13,631 | 25.16 |
| Advisory Services Network, LLC | 12,535 | 25.13 |
| ExodusPoint Capital Management, LP | 18,116 | 25.17 |
| Qube Research & Technologies Ltd | 11,904 | 25.12 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BlackRock Inc. | 1,315,980 | 24.83 | 1,213,149 | 25.15 |
| Dimensional Fund Advisors Lp | 1,258,442 | 24.83 | 1,262,675 | 25.15 |
| Vanguard Group Inc | 1,155,764 | 24.83 | 1,026,038 | 25.15 |
| Renaissance Technologies Llc | 1,133,406 | 24.83 | 1,312,106 | 25.15 |
| Alta Fox Capital Management, Llc | 649,681 | 24.83 | 330,018 | 251.50 |
| Fmr Llc | 600,267 | 24.83 | 529,289 | 25.15 |
| Kahn Brothers Group Inc /de/ | 467,829 | 24.83 | 468,166 | 25.15 |
| J. Goldman & Co LP | 358,975 | 24.83 | 495,000 | 25.15 |
| Geode Capital Management, Llc | 307,859 | 24.83 | 278,672 | 25.15 |
| Jpmorgan Chase & Co | 161,968 | 24.83 | 162,322 | 25.15 |
| Northern Trust Corp | 156,424 | 24.84 | 153,332 | 25.15 |
| Charles Schwab Investment Management Inc | 138,921 | 24.83 | 115,595 | 25.16 |
| Goldman Sachs Group Inc | 87,676 | 24.83 | 71,019 | 25.15 |
| Deutsche Bank Ag\ | 77,184 | 24.84 | 78,156 | 25.15 |
| Bank of New York Mellon Corp | 75,944 | 24.83 | 75,302 | 25.14 |
| Panagora Asset Management Inc | 74,191 | 24.83 | 71,522 | 25.15 |
| Morgan Stanley | 73,251 | 24.81 | 88,125 | 25.15 |
| Stifel Financial Corp | 60,951 | 24.82 | 66,323 | 25.15 |
| Nuveen Asset Management, LLC | 53,595 | 24.83 | 54,290 | 25.14 |
| Swiss National Bank | 45,900 | 24.84 | 45,900 | 25.14 |
| ClariVest Asset Management LLC | 34,836 | 24.86 | 34,869 | 25.18 |
| Meeder Asset Management Inc | 34,809 | 24.82 | 33,855 | 25.17 |
| Invesco Ltd. | 33,205 | 24.82 | 36,685 | 25.13 |
| Aqr Capital Management Llc | 29,755 | 24.84 | 25,855 | 25.14 |
| Tudor Investment Corp Et Al | 23,703 | 24.85 | 10,709 | 25.12 |
| Rhumbline Advisers | 23,122 | 24.82 | 21,800 | 25.14 |
| Corsair Capital Management, L.p. | 20,998 | 24.81 | 11,000 | 25.18 |
| EES - WisdomTree U.S. SmallCap Fund N/A | 17,035 | 24.83 | 16,477 | 25.13 |
| Credit Suisse Ag/ | 15,886 | 24.86 | 15,818 | 25.10 |
| Bank Of America Corp /de/ | 13,568 | 24.84 | 9,315 | 25.23 |
| Jane Street Group, Llc | 11,228 | 24.85 | 12,401 | 25.16 |
| Two Sigma Advisers, Lp | 10,800 | 24.81 | 19,000 | 25.16 |
| Pring Turner Capital Group Inc | 10,688 | 24.79 | 8,900 | 25.17 |
| Cubist Systematic Strategies, LLC | 10,301 | 24.85 | 12,596 | 25.17 |
| Vident Investment Advisory, LLC | 9,674 | 24.81 | 8,685 | 25.10 |
| Bnp Paribas Arbitrage, Sa | 8,048 | 24.85 | 4,902 | 25.09 |
| MetLife Investment Management, LLC | 7,548 | 24.77 | 7,548 | 25.17 |
| American International Group, Inc. | 6,985 | 24.77 | 6,792 | 25.18 |
| State of Wyoming | 6,654 | 24.80 | 3,915 | 25.03 |
| Legal & General Group Plc | 6,583 | 24.76 | 6,143 | 25.07 |
| Advisor Group Holdings, Inc. | 4,843 | 24.78 | 4,330 | 25.17 |
| Wells Fargo & Company/mn | 3,774 | 24.91 | 3,893 | 25.17 |
| Lazard Asset Management Llc | 3,455 | 24.60 | 2,158 | 25.02 |
| Amalgamated Bank | 2,442 | 24.98 | 2,401 | 24.99 |
| Ameritas Investment Partners, Inc. | 1,125 | 24.00 | 1,125 | 24.89 |
| Tower Research Capital LLC (TRC) | 1,044 | 24.90 | 835 | 25.15 |
| Citigroup Inc | 859 | 24.45 | 1,610 | 24.84 |
| Covestor Ltd | 776 | 24.48 | 625 | 25.60 |
| Royal Bank Of Canada | 336 | 20.83 | 181 | 22.10 |
| Parallel Advisors, LLC | 54 | 18.52 | 49 | 20.41 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Bank Of Montreal /can/ | 43,872 | 27.31 | 42,909 | 25.82 |
| Ubs Asset Management Americas Inc | 8,496 | 24.84 | 0 | |
| Price T Rowe Associates Inc /md/ | 8,338 | 24.95 | 0 | |
| Lindbrook Capital, Llc | 216 | 23.15 | 11 | |
| UBS Group AG | 213 | 23.47 | 0 | |
| Federated Hermes, Inc. | 56 | 17.86 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|---|
| Group One Trading, L.p. | 600 |
| Proequities, Inc. | 0 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
|---|
| Name |
|---|