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.
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.
Recent Quarter 4 New Institutes added
position
| Name |
Shares |
PPS |
| ELSZTAIN EDUARDO S |
502,287,016
|
|
| Renaissance Technologies Llc |
14,349
|
4.04 |
| Steward Partners Investment Advisory, Llc |
504
|
|
| Advisor Group Holdings, Inc. |
3
|
|
Recent Quarter 13 Institutes closed out
their
positions
| Name |
Shares |
PPS |
| Envestnet Asset Management Inc |
18,075
|
3.60 |
| Freestone Capital Holdings, LLC |
18,003
|
3.61 |
| Mercer Global Advisors Inc /adv |
15,014
|
3.60 |
| BlackRock Inc. |
11,311
|
3.62 |
| Bank Of America Corp /de/ |
1,177
|
3.40 |
| Rockefeller Capital Management L.P. |
721
|
2.77 |
| Patriot Financial Group Insurance Agency, LLC |
636
|
3.14 |
| Credit Suisse Ag/ |
10
|
|
| Tower Research Capital LLC (TRC) |
|
| Wells Fargo & Company/mn |
|
| Levin Capital Strategies, L.p. |
|
| Proequities, Inc. |
|
| Commons Capital, Llc |
|
Recent Quarter 7 Institutes
averaged
down
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
| DEMAX - Delaware Emerging Markets Fund Class A |
1,474,962
|
3.92 |
1,474,962
|
4.53 |
| Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class |
594,450
|
0.20 |
535,335
|
3.60 |
| Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio |
383,780
|
0.13 |
383,780
|
0.25 |
| Global Macro Portfolio - Global Macro Portfolio |
201,760
|
0.13 |
201,760
|
0.25 |
| ARGT - Global X MSCI Argentina ETF |
59,316
|
4.15 |
64,405
|
4.52 |
| IEMGX - Voya Multi-Manager Emerging Markets Equity Fund Class I |
38,398
|
4.14 |
34,601
|
4.51 |
| Global Opportunities Portfolio - Global Opportunities Portfolio |
22,900
|
4.15 |
22,900
|
4.54 |
Recent Quarter 15 Institutes averaged
Up
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
| 683 Capital Management, LLC |
4,887,920
|
4.07 |
4,887,920
|
3.60 |
| VR Advisory Services Ltd |
2,336,171
|
4.07 |
2,336,171
|
3.44 |
| Macquarie Group Ltd |
2,285,992
|
4.07 |
2,291,575
|
3.60 |
| Autonomy Capital (Jersey) L.P. |
786,058
|
4.07 |
786,058
|
3.60 |
| City Of London Investment Management Co Ltd |
199,621
|
4.05 |
348,923
|
3.60 |
| Perry Creek Capital Lp |
179,510
|
4.07 |
179,510
|
3.60 |
| Goldman Sachs Group Inc |
140,897
|
4.07 |
140,897
|
3.60 |
| Banco BTG Pactual S.A. |
119,766
|
4.07 |
119,766
|
3.60 |
| Sei Investments Co |
79,798
|
4.07 |
79,799
|
3.60 |
| Mirae Asset Global Investments Co., Ltd. |
62,256
|
4.06 |
67,368
|
3.61 |
| Clear Harbor Asset Management, LLC |
34,003
|
4.06 |
35,152
|
3.61 |
| Eaton Vance Management |
22,900
|
4.06 |
254,900
|
3.60 |
| Morgan Stanley |
16,827
|
4.10 |
16,460
|
3.58 |
| DFBCX - Delaware Strategic Allocation Fund CLASS C |
5,748
|
3.65 |
6,330
|
0.16 |
| DPEGX - Macquarie Emerging Markets Portfolio II DPT CLASS |
3,493
|
4.58 |
4,240
|
0.24 |
Recent Quarter 3 Institutes
Increased
Positions
| Name |
Shares Added |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Increase |
| Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class |
59,115
|
594,450
|
0.20 |
535,335
|
3.60 |
11.04 |
| IEMGX - Voya Multi-Manager Emerging Markets Equity Fund Class I |
3,797
|
38,398
|
4.14 |
34,601
|
4.51 |
10.97 |
| Morgan Stanley |
367
|
16,827
|
4.10 |
16,460
|
3.58 |
2.23 |
Recent Quarter 9 Institutes
Decreased
Positions
| Name |
Reduced Shares |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Decrease |
| Eaton Vance Management |
232,000
|
22,900
|
4.06 |
254,900
|
3.60 |
-91.02 |
| City Of London Investment Management Co Ltd |
149,302
|
199,621
|
4.05 |
348,923
|
3.60 |
-42.79 |
| Macquarie Group Ltd |
5,583
|
2,285,992
|
4.07 |
2,291,575
|
3.60 |
-0.24 |
| Mirae Asset Global Investments Co., Ltd. |
5,112
|
62,256
|
4.06 |
67,368
|
3.61 |
-7.59 |
| ARGT - Global X MSCI Argentina ETF |
5,089
|
59,316
|
4.15 |
64,405
|
4.52 |
-7.90 |
| Clear Harbor Asset Management, LLC |
1,149
|
34,003
|
4.06 |
35,152
|
3.61 |
-3.27 |
| DPEGX - Macquarie Emerging Markets Portfolio II DPT CLASS |
747
|
3,493
|
4.58 |
4,240
|
0.24 |
-17.62 |
| DFBCX - Delaware Strategic Allocation Fund CLASS C |
582
|
5,748
|
3.65 |
6,330
|
0.16 |
-9.19 |
| Sei Investments Co |
1
|
79,798
|
4.07 |
79,799
|
3.60 |
-0.00 |
Recent Quarter 0 New Institutes added
Put
Positions
Recent Quarter 0 New Institutes added
Call
Positions
Recent Quarter 0 New Institutes added
Short Position
Recent Quarter 0 Previous Institutes
closed Put
Positions
Recent Quarter 0 Previous
Institutes closed Call
Positions
Recent Quarter 0 Previous
Institutes closed Short Position
Past Week 3 New Institutes added
position
| Name |
Shares |
PPS |
| Renaissance Technologies Llc |
14,349
|
4.04 |
| Steward Partners Investment Advisory, Llc |
504
|
|
| Advisor Group Holdings, Inc. |
3
|
|
Past Week 6 Institutes closed out their
positions
| Name |
Shares |
PPS |
| Mercer Global Advisors Inc /adv |
15,014
|
3.60 |
| Credit Suisse Ag/ |
10
|
|
| Bank Of America Corp /de/ |
1,177
|
3.40 |
| Envestnet Asset Management Inc |
18,075
|
3.60 |
| BlackRock Inc. |
11,311
|
3.62 |
| Freestone Capital Holdings, LLC |
18,003
|
3.61 |
Past Week 0 Institutes averaged
down
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Past Week 12 Institutes averaged
Up
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
| 683 Capital Management, LLC |
4,887,920
|
4.07 |
4,887,920
|
3.60 |
| VR Advisory Services Ltd |
2,336,171
|
4.07 |
2,336,171
|
3.44 |
| Macquarie Group Ltd |
2,285,992
|
4.07 |
2,291,575
|
3.60 |
| Autonomy Capital (Jersey) L.P. |
786,058
|
4.07 |
786,058
|
3.60 |
| City Of London Investment Management Co Ltd |
199,621
|
4.05 |
348,923
|
3.60 |
| Perry Creek Capital Lp |
179,510
|
4.07 |
179,510
|
3.60 |
| Goldman Sachs Group Inc |
140,897
|
4.07 |
140,897
|
3.60 |
| Banco BTG Pactual S.A. |
119,766
|
4.07 |
119,766
|
3.60 |
| Sei Investments Co |
79,798
|
4.07 |
79,799
|
3.60 |
| Mirae Asset Global Investments Co., Ltd. |
62,256
|
4.06 |
67,368
|
3.61 |
| Eaton Vance Management |
22,900
|
4.06 |
254,900
|
3.60 |
| Morgan Stanley |
16,827
|
4.10 |
16,460
|
3.58 |
Past Week 1 Institutes Increased
Positions
| Name |
Shares Added |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Increase |
| Morgan Stanley |
367
|
16,827
|
4.10 |
16,460
|
3.58 |
2.23 |
Past Week 5 Institutes Decreased
Positions
| Name |
Reduced Shares |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Decrease |
| Eaton Vance Management |
232,000
|
22,900
|
4.06 |
254,900
|
3.60 |
-91.02 |
| City Of London Investment Management Co Ltd |
149,302
|
199,621
|
4.05 |
348,923
|
3.60 |
-42.79 |
| Macquarie Group Ltd |
5,583
|
2,285,992
|
4.07 |
2,291,575
|
3.60 |
-0.24 |
| Mirae Asset Global Investments Co., Ltd. |
5,112
|
62,256
|
4.06 |
67,368
|
3.61 |
-7.59 |
| Sei Investments Co |
1
|
79,798
|
4.07 |
79,799
|
3.60 |
-0.00 |
Past Week 0 New Institutes added Put
Positions
Past Week 0 New Institutes added Call
Positions
Past Week 0 New Institutes added Short
Position
Past Week 0 Previous Institutes closed
Put
Positions
Past Week 1 Previous Institutes closed
Call
Positions
| Name |
Previous Calls |
| Proequities, Inc. |
0
|
Past Week 0 Previous Institutes closed
Short Position
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
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