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 | 519 | 67.00 | 5.17 | 27.63 |
| Previous Quarter | 586 | 23.00 | 3.75 | 24.79 |
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 | 109 | 245 | 5 | 316 | 137 | 141 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 1 | 1 | 0 | 3 | 1 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 1 | 0 | 6 | 5 | 1 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 32 | 12 | 0 | 128 | 52 | 62 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 0 | 2 | 0 | 0 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Past Week | 0 | 0 | 0 | 3 | 4 | 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 | 359,766,719 | 0.00 | 0.00 | 54,102,788 | 0.00 | 0.00 |
| Previous Quarter | 26,855,276 | 0.00 | 0.00 | 57,901,587 | 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 |
|---|---|---|
| BlackRock Inc. | 331,559,402 | |
| DODGE & COX | 238,904,344 | |
| Schroder Investment Management Group | 102,411,870 | 5.17 |
| Goldman Sachs Group Inc | 63,855,845 | 5.17 |
| Westwood Global Investments, LLC | 56,062,932 | 5.17 |
| Pendal Group Ltd | 45,328,334 | 5.17 |
| Franklin Resources Inc | 31,207,305 | 5.17 |
| BlackRock Inc. | 28,207,317 | 5.17 |
| Vanguard Group Inc | 26,734,375 | 5.17 |
| Harding Loevner Lp | 26,518,866 | 5.17 |
| Oaktree Capital Management Lp | 26,277,557 | 5.17 |
| Orbis Allan Gray Ltd | 26,249,728 | 5.17 |
| Dodge & Cox | 24,151,505 | 5.17 |
| SEMVX - Hartford Schroders Emerging Markets Equity Fund Class A | 21,761,863 | 4.50 |
| Fisher Asset Management, LLC | 19,187,783 | 5.17 |
| Itau Unibanco Holding S.A. | 19,067,475 | 5.17 |
| Baillie Gifford & Co | 18,998,710 | 5.17 |
| William Blair Investment Management, Llc | 18,062,091 | 5.17 |
| Jpmorgan Chase & Co | 18,010,254 | 5.17 |
| VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares | 16,478,845 | 4.50 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Schroder Investment Management Group | 163,823,052 | 3.75 |
| Goldman Sachs Group Inc | 122,909,929 | 3.75 |
| Westwood Global Investments, LLC | 57,383,195 | 3.75 |
| HLMIX - Harding Loevner International Equity Portfolio Institutional | 53,417,626 | 4.07 |
| Morgan Stanley | 51,086,262 | 3.75 |
| Orbis Allan Gray Ltd | 45,511,494 | 3.75 |
| Bank Of America Corp /de/ | 40,117,628 | 3.75 |
| Harding Loevner Lp | 37,404,293 | 3.75 |
| Franklin Resources Inc | 33,480,116 | 3.75 |
| FEMSX - Fidelity Series Emerging Markets Opportunities Fund | 31,364,243 | 4.07 |
| Vanguard Group Inc | 31,326,742 | 3.75 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 28,600,000 | 3.75 |
| BlackRock Inc. | 26,855,276 | 3.75 |
| Dodge & Cox | 26,060,805 | 3.75 |
| SEMVX - Hartford Schroders Emerging Markets Equity Fund Class A | 23,767,659 | 4.07 |
| Oaktree Capital Management Lp | 22,530,531 | 3.75 |
| Itau Unibanco Holding S.A. | 21,006,360 | 3.68 |
| Fisher Asset Management, LLC | 20,085,311 | 3.75 |
| VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares | 19,349,345 | 4.07 |
| Baillie Gifford & Co | 19,139,791 | 3.75 |
| Name | Shares | PPS |
|---|---|---|
| DODGE & COX | 238,904,344 | |
| William Blair Investment Management, Llc | 18,062,091 | 5.17 |
| Emerging Variant Capital Management LP | 3,100,000 | 0.00 |
| WBENX - William Blair Emerging Markets Growth Fund Class N | 3,070,003 | 4.28 |
| Capital Research Global Investors | 2,369,201 | 5.17 |
| NEWFX - NEW WORLD FUND INC Class A | 2,197,100 | 4.50 |
| JOEMX - JOHCM Emerging Markets Opportunities Fund Class Z Shares | 1,960,301 | 4.28 |
| Calamos Long/Short Equity & Dynamic Income Trust | 1,600,000 | 4.50 |
| Slate Path Capital LP | 1,499,000 | 5.17 |
| Renaissance Group Llc | 1,328,681 | 5.17 |
| Axa S.a. | 1,100,988 | 5.17 |
| Deprince Race & Zollo Inc | 874,400 | 4.28 |
| REMSX - Emerging Markets Fund Class S | 726,103 | 4.50 |
| Constellation Investimentos e Participacoes Ltda | 702,900 | 5.17 |
| Dorsey Wright & Associates | 668,071 | 4.28 |
| GIMFX - GMO Implementation Fund | 625,100 | 4.94 |
| MSACX - Active International Allocation Portfolio Class I | 569,163 | 4.28 |
| Banco BTG Pactual S.A. | 452,240 | 5.17 |
| Employees Retirement System of Texas | 439,372 | 5.17 |
| Boston Partners | 409,222 | 0.31 |
| Name | Shares | PPS |
|---|---|---|
| HLMIX - Harding Loevner International Equity Portfolio Institutional | 53,417,626 | 4.07 |
| FEMSX - Fidelity Series Emerging Markets Opportunities Fund | 31,364,243 | 4.07 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 28,600,000 | 3.75 |
| BEXFX - Baron Emerging Markets Fund | 15,652,753 | 6.01 |
| Optiver Holding B.V. | 14,858,500 | 5.15 |
| Dynamo Administracao de Recursos Ltda. | 7,006,277 | 3.75 |
| UBS Group AG | 6,223,505 | 3.75 |
| UBS Group AG | 6,223,505 | 3.75 |
| BGITX - Baillie Gifford International Alpha Fund Class 2 | 5,710,647 | 5.27 |
| Dynamo Internacional Gestao De Recursos Ltda. | 5,197,823 | 3.75 |
| Canada Pension Plan Investment Board | 3,949,500 | 3.75 |
| CAMIX - Cambiar International Equity Fund Investor Class Shares | 3,005,000 | 5.77 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A | 2,774,349 | 5.27 |
| Absoluto Partners Gestao de Recursos Ltda | 2,630,100 | 3.75 |
| B. Metzler seel. Sohn & Co. Holding AG | 2,377,359 | 5.27 |
| Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund | 2,151,943 | 5.27 |
| Group One Trading, L.p. | 2,048,200 | 3.75 |
| Qube Research & Technologies Ltd | 2,010,872 | 3.75 |
| APG Asset Management N.V. | 1,850,921 | 3.30 |
| Royal Bank Of Canada | 1,704,245 | 3.75 |
| Marshall Wace, Llp | 1,635,451 | 3.75 |
| CMIEX - Multi-Manager International Equity Strategies Fund Institutional Class | 1,214,098 | 5.93 |
| Moneda S.A. Administradora General de Fondos | 1,207,313 | 3.75 |
| Sagil Capital Llp | 1,085,300 | 3.75 |
| Glovista Investments LLC | 855,370 | 3.75 |
| Allianz Asset Management GmbH | 800,000 | 3.75 |
| BIGFX - Baron International Growth Fund | 758,451 | 6.01 |
| Nuveen Asset Management, LLC | 651,340 | 3.75 |
| OAIEX - Optimum International Fund Class A | 632,592 | 5.27 |
| Morningstar Funds Trust - Morningstar International Equity Fund | 611,069 | 4.07 |
| FTEJX - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I | 511,671 | 4.07 |
| Parallax Volatility Advisers, L.P. | 500,000 | 3.75 |
| Parallax Volatility Advisers, L.P. | 500,000 | 3.75 |
| Oppenheimer Asset Management Inc. | 471,413 | 3.75 |
| D. E. Shaw & Co., Inc. | 460,000 | 3.75 |
| D. E. Shaw & Co., Inc. | 460,000 | 3.75 |
| Newfoundland Capital Management | 380,100 | 3.79 |
| Indus Capital Partners, Llc | 374,955 | 3.75 |
| Nippon Life Global Investors Americas, Inc. | 356,167 | 3.75 |
| DIEFX - Destinations International Equity Fund Class I | 307,011 | 5.93 |
| Marshall Wace North America L.P. | 302,837 | 5.27 |
| First Republic Investment Management, Inc. | 285,836 | 3.75 |
| Blueshift Asset Management, LLC | 275,431 | 3.75 |
| Neuberger Berman Group LLC | 270,131 | 3.75 |
| DAVENPORT & Co LLC | 258,555 | 3.75 |
| Keybank National Association/oh | 248,981 | 3.75 |
| Quadrature Capital Ltd | 143,317 | 3.75 |
| United Maritime Capital Llc | 122,676 | 3.76 |
| RFEM - First Trust RiverFront Dynamic Emerging Markets ETF | 117,312 | 4.07 |
| SIESX - State Street Institutional International Equity Fund Service Class | 102,462 | 3.75 |
| Regions Financial Corp | 99,440 | 3.75 |
| SG3 Management, LLC | 90,000 | 3.76 |
| Cutler Group LP | 87,000 | 0.25 |
| Prudential Financial Inc | 77,649 | 4.06 |
| HISIX - International Equity Fund | 74,855 | 5.26 |
| Vontobel Holding Ltd. | 70,490 | 3.75 |
| Prelude Capital Management, Llc | 61,400 | 3.75 |
| YorkBridge Wealth Partners, LLC | 60,725 | 3.75 |
| TLEVX - AMG GW&K Trilogy Emerging Markets Equity Fund Class N | 57,600 | 4.06 |
| DnB Asset Management AS | 53,972 | 3.74 |
| Marks Group Wealth Management, Inc | 52,956 | 3.63 |
| Pitcairn Co | 51,630 | 3.76 |
| Capital Markets Trading UK LLP | 50,000 | 3.76 |
| Capital Markets Trading UK LLP | 50,000 | 3.76 |
| Bokf, Na | 37,989 | 3.76 |
| QTELX - AQR TM Emerging Multi-Style Fund Class I | 35,452 | 5.27 |
| Mml Investors Services, Llc | 30,252 | 3.74 |
| Avestar Capital, LLC | 29,932 | 3.74 |
| Blair William & Co/il | 26,728 | 3.74 |
| First Horizon Corp | 24,049 | 5.99 |
| Park Avenue Securities Llc | 23,330 | 3729.10 |
| One Wealth Advisors, LLC | 22,152 | 3.75 |
| Ing Groep Nv | 21,620 | 3.75 |
| ExodusPoint Capital Management, LP | 19,484 | 3.75 |
| IPG Investment Advisors LLC | 18,970 | |
| Comerica Securities,inc. | 16,735 | 3.82 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class | 15,703 | 5.29 |
| Janney Montgomery Scott LLC | 15,272 | 3.73 |
| Corient Capital Partners, LLC | 14,018 | 3.78 |
| 1832 Asset Management L.P. | 13,198 | 3.79 |
| BSW Wealth Partners | 12,054 | 3.73 |
| Kestra Advisory Services, LLC | 12,014 | |
| ROCKX - Rockefeller Equity Allocation Fund - Institutional Class Shares | 11,095 | 3.88 |
| Schonfeld Strategic Advisors LLC | 10,900 | 3.76 |
| OEQIX - Oaktree Emerging Markets Equity Fund Class I | 9,701 | 5.26 |
| CAGLX - Cornerstone Advisors Global Public Equity Fund Institutional Shares | 9,599 | 5.73 |
| HLREX - Emerging Markets Research Portfolio Institutional Class | 8,370 | 4.06 |
| Eaton Vance Management | 8,274 | 3.75 |
| HLIRX - International Equity Research Portfolio Institutional Class | 7,362 | 4.07 |
| Platinum Investment Management Ltd | 6,912 | 3.76 |
| Samalin Investment Counsel, LLC | 6,600 | 3.79 |
| ARMIX - ARGA EMERGING MARKETS VALUE FUND Institutional Shares | 5,635 | 5.32 |
| Sageworth Trust Co of South Dakota | 5,535 | 3.79 |
| Pinnacle Bancorp, Inc. | 4,385 | 3.65 |
| HLRGX - Global Equity Research Portfolio Institutional Class | 3,374 | 4.15 |
| Spire Wealth Management | 1,921 | 3.64 |
| Washington Trust Advisors, Inc. | 1,762 | 3.97 |
| Okabena Investment Services Inc | 1,692 | 3.55 |
| Sageworth Trust Co | 1,664 | 3.61 |
| Farmers & Merchants Investments Inc | 1,492 | 4.02 |
| GW&K Investment Management, LLC | 1,325 | 3.77 |
| Ancora Advisors, LLC | 1,245 | 4.02 |
| Reilly Financial Advisors, Llc | 1,118 | 3.58 |
| Snowden Capital Advisors LLC | 1,097 | 3.65 |
| Berman Capital Advisors, LLC | 1,000 | 5.00 |
| PBEE - Invesco PureBeta FTSE Emerging Markets ETF | 828 | 3.62 |
| Castle Financial & Retirement Planning Associates, Inc. | 703 | 4.27 |
| Dixon Hughes Goodman Wealth Advisors LLC | 610 | 3.28 |
| Bellwether Advisors, LLC | 589 | 3.40 |
| IAFEX - Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund | 401 | 4.99 |
| Sargent Bickham Lagudis LLC | 219 | 4.57 |
| Johnson Financial Group, Inc. | 94 | |
| NEXT Financial Group, Inc | 17 | |
| Bridgefront Capital, LLC | ||
| Cranbrook Wealth Management, LLC | ||
| Polar Capital Holdings Plc | ||
| Quilter Plc | ||
| Kowal Investment Group, LLC | ||
| Gilbert & Cook, Inc. | ||
| Interchange Capital Partners, LLC | ||
| Liberty Wealth Management Llc | ||
| Steginsky Capital Llc | ||
| Discovery Capital Management, Llc / Ct | ||
| Ameritas Investment Corp | ||
| Panagora Asset Management Inc | ||
| Boston Private Wealth Llc | ||
| Meridian Wealth Partners, LLC | ||
| Moody National Bank Trust Division | ||
| Genesis Investment Management, LLP | ||
| PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y | ||
| Park National Corp /oh/ | ||
| Tocqueville Asset Management L.p. | ||
| Cahill Financial Advisors Inc | ||
| American National Insurance Co /tx/ | ||
| Keel Point, LLC | ||
| Aureus Asset Management, LLC | ||
| M&t Bank Corp | ||
| Valeo Financial Advisors, LLC | ||
| Meristem Family Wealth, LLC | ||
| Exane Derivatives | ||
| PEAK6 Investments LLC | ||
| Harel Insurance Investments & Financial Services Ltd. | ||
| CAPROCK Group, Inc. | ||
| Assetmark, Inc | ||
| GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares | ||
| Bienville Capital Management, LLC | ||
| Brown Advisory Inc | ||
| Commerce Bank | ||
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | ||
| FNY Investment Advisers, LLC | ||
| Graticule Asia Macro Advisors LLC | ||
| Bluefin Capital Management, Llc | ||
| Marino, Stram & Associates Llc | ||
| Healthcare Of Ontario Pension Plan Trust Fund | ||
| Gsa Capital Partners Llp | ||
| Acadian Asset Management Llc | ||
| Kamunting Street Capital Management, L.P. | ||
| Quantitative Investment Management, LLC | ||
| Ashmore Group plc | ||
| Activest Wealth Management | ||
| Wolff Wiese Magana Llc | ||
| Y-Intercept (Hong Kong) Ltd | ||
| Cresset Asset Management, LLC | ||
| People's United Financial, Inc. | ||
| Carroll Financial Associates, Inc. | ||
| HEMAX - Janus Henderson Emerging Markets Fund Class A | ||
| O'shaughnessy Asset Management, Llc | ||
| Bellevue Asset Management, Llc | ||
| Sawtooth Solutions, LLC | ||
| Trexquant Investment LP | ||
| Whitebox Advisors Llc | ||
| Hm Payson & Co | ||
| Charles Schwab Investment Management Inc | ||
| Koshinski Asset Management, Inc. | ||
| ABAEX - AB Emerging Markets Multi-Asset Portfolio Class A | ||
| Axiom Investment Management LLC | ||
| Enterprise Financial Services Corp | ||
| Standard Family Office LLC | ||
| Advisory Services Network, LLC | ||
| Chiron Investment Management, LLC | ||
| Alliancebernstein L.p. | ||
| Axiom International Investors Llc /de | ||
| Dorsey & Whitney Trust CO LLC | ||
| Rhumbline Advisers | ||
| Greytown Advisors Inc. | ||
| LMR Partners LLP | ||
| First Hawaiian Bank | ||
| Harbour Investments, Inc. | ||
| HFOAX - Janus Henderson International Opportunities Fund Class A | ||
| Mather Group, Llc. | ||
| Carlson Capital L P | ||
| International Assets Investment Management, Llc | ||
| Cambiar Investors Llc | ||
| Beacon Investment Advisory Services, Inc. | ||
| Engineers Gate Manager LP | ||
| Maven Securities LTD | ||
| Ground Swell Capital, LLC | ||
| Evolution Wealth Advisors, LLC | ||
| Pin Oak Investment Advisors Inc | ||
| Bamco Inc /ny/ | ||
| Northwestern Mutual Wealth Management Co | ||
| Geneos Wealth Management Inc. | ||
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | ||
| Edmond De Rothschild Holding S.a. | ||
| Fortis Advisors, LLC | ||
| Centiva Capital, LP | ||
| CWA Asset Management Group, LLC | ||
| Veritable, L.P. | ||
| Two Sigma Investments, Lp | ||
| Boothbay Fund Management, Llc | ||
| Balentine LLC | ||
| Private Ocean, LLC | ||
| Oliver Lagore Vanvalin Investment Group | ||
| Tcwp Llc | ||
| Plante Moran Financial Advisors, LLC | ||
| Atmos Capital Gestao De Recursos Ltda. | ||
| Freestone Capital Holdings, LLC | ||
| CIBC Private Wealth Group, LLC | ||
| Two Sigma Advisers, Lp | ||
| Aaron Wealth Advisors LLC | ||
| Prospera Financial Services Inc | ||
| Parallel Advisors, LLC | ||
| Money Concepts Capital Corp | ||
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | ||
| Virtu Financial LLC | ||
| Hrt Financial Lp | ||
| Tcw Group Inc | ||
| Shilanski & Associates, Inc. | ||
| Squadra Investments - Gestao De Recursos Ltda. | ||
| Financial Management Professionals, Inc. | ||
| Enlightenment Research, LLC | ||
| Sharp Capital Gestora de Recursos Ltda. | ||
| Ergoteles LLC | ||
| Parametrica Management Ltd | ||
| Wolverine Trading, Llc | ||
| Gateway Investment Advisers Llc | ||
| Aigen Investment Management, Lp | ||
| Quantamental Technologies LLC | ||
| CIBC World Markets Inc. | ||
| Matthews International Capital Management Llc | ||
| J.Safra Asset Management Corp | ||
| Squarepoint Ops LLC | ||
| Patriot Financial Group Insurance Agency, LLC | ||
| Level Four Advisory Services, Llc | ||
| Janus Henderson Group Plc |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BlackRock Inc. | 331,559,402 | 26,855,276 | 3.75 | |
| XR Securities LLC | 10,500 | 3.14 | 10,000 | 3.70 |
| Cutler Group LP | 6,000 | 0.17 | 87,000 | 0.25 |
| DFAE - Dimensional Emerging Core Equity Market ETF | 2,884 | 3.81 | 500 | 4.00 |
| Signaturefd, Llc | 3 | 502 | 3.98 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Schroder Investment Management Group | 102,411,870 | 5.17 | 163,823,052 | 3.75 |
| Goldman Sachs Group Inc | 63,855,845 | 5.17 | 122,909,929 | 3.75 |
| Westwood Global Investments, LLC | 56,062,932 | 5.17 | 57,383,195 | 3.75 |
| Pendal Group Ltd | 45,328,334 | 5.17 | 945,664 | 3.75 |
| Franklin Resources Inc | 31,207,305 | 5.17 | 33,480,116 | 3.75 |
| Vanguard Group Inc | 26,734,375 | 5.17 | 31,326,742 | 3.75 |
| Harding Loevner Lp | 26,518,866 | 5.17 | 37,404,293 | 3.75 |
| Oaktree Capital Management Lp | 26,277,557 | 5.17 | 22,530,531 | 3.75 |
| Orbis Allan Gray Ltd | 26,249,728 | 5.17 | 45,511,494 | 3.75 |
| Dodge & Cox | 24,151,505 | 5.17 | 26,060,805 | 3.75 |
| SEMVX - Hartford Schroders Emerging Markets Equity Fund Class A | 21,761,863 | 4.50 | 23,767,659 | 4.07 |
| Fisher Asset Management, LLC | 19,187,783 | 5.17 | 20,085,311 | 3.75 |
| Itau Unibanco Holding S.A. | 19,067,475 | 5.17 | 21,006,360 | 3.68 |
| Baillie Gifford & Co | 18,998,710 | 5.17 | 19,139,791 | 3.75 |
| Jpmorgan Chase & Co | 18,010,254 | 5.17 | 16,680,360 | 3.75 |
| VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares | 16,478,845 | 4.50 | 19,349,345 | 4.07 |
| Ameriprise Financial Inc | 15,346,533 | 5.17 | 2,602,915 | 3.75 |
| ILF - iShares Latin America 40 ETF | 15,155,931 | 4.28 | 10,452,415 | 3.75 |
| GQG Partners LLC | 14,233,298 | 5.17 | 4,875,868 | 3.75 |
| Macquarie Group Ltd | 13,076,513 | 5.17 | 12,990,116 | 3.75 |
| Name | Current Puts |
|---|---|
| Belvedere Trading LLC | 107,000 |
| Name | Current Calls |
|---|---|
| Verition Fund Management LLC | 37,000 |
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Capital Markets Trading UK LLP | 50,000 |
| Proequities, Inc. | 3,474 |
| Wolverine Trading, Llc | 0 |
| Name | Previous Calls |
|---|---|
| SG3 Management, LLC | 90,000 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|---|---|---|---|
| XR Securities LLC | 500 | 10,500 | 10,000 | 5.00 |
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|---|---|---|---|
| Optiver Holding B.V. | 9,468,800 | 5,389,700 | 14,858,500 | -63.73 |
| Group One Trading, L.p. | 1,156,700 | 891,500 | 2,048,200 | -56.47 |
| Susquehanna International Group, Llp | 614,600 | 1,362,100 | 1,976,700 | -31.09 |
| Marathon Trading Investment Management LLC | 517,000 | 440,000 | 957,000 | -54.02 |
| Walleye Trading LLC | 320,300 | 401,400 | 721,700 | -44.38 |
| Simplex Trading, Llc | 67,700 | 753,800 | 821,500 | -8.24 |
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|---|---|---|---|
| Citadel Advisors Llc | 4,257,039 | 875,300 | 5,132,339 | -82.95 |
| Parallax Volatility Advisers, L.P. | 375,000 | 125,000 | 500,000 | -75.00 |
| D. E. Shaw & Co., Inc. | 307,600 | 152,400 | 460,000 | -66.87 |
| Cutler Group LP | 81,000 | 6,000 | 87,000 | -93.10 |
| HAP Trading, LLC | 48,200 | 32,000 | 80,200 | -60.10 |
| Name |
|---|
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
| Name | Shares | PPS |
|---|---|---|
| William Blair Investment Management, Llc | 18,062,091 | 5.17 |
| Capital Research Global Investors | 2,369,201 | 5.17 |
| Slate Path Capital LP | 1,499,000 | 5.17 |
| Renaissance Group Llc | 1,328,681 | 5.17 |
| Axa S.a. | 1,100,988 | 5.17 |
| Banco BTG Pactual S.A. | 452,240 | 5.17 |
| Employees Retirement System of Texas | 439,372 | 5.17 |
| Boston Partners | 409,222 | 0.31 |
| Wellington Management Group Llp | 263,918 | 5.17 |
| LPL Financial LLC | 205,320 | 5.17 |
| Bayesian Capital Management, LP | 202,600 | 5.17 |
| Euro Pacific Asset Management, LLC | 170,559 | 5.23 |
| Townsquare Capital Llc | 80,425 | 5.18 |
| Cloverfields Capital Group, Lp | 63,669 | 5.17 |
| Advisor Partners Ii, Llc | 47,098 | 5.16 |
| Actinver Wealth Management, Inc. | 42,244 | 5.16 |
| Bank Of Nova Scotia | 32,265 | 5.18 |
| Claro Advisors LLC | 27,718 | 4.29 |
| Pinnacle Wealth Planning Services, Inc. | 20,644 | 5.18 |
| Cetera Investment Advisers | 16,099 | 5.16 |
| GWM Advisors LLC | 15,050 | 5.18 |
| Summit Financial, LLC | 14,305 | 5.17 |
| Rathbone Brothers plc | 14,000 | 5.14 |
| Mercer Global Advisors Inc /adv | 13,174 | 5.16 |
| QCM Cayman, Ltd. | 11,759 | 5.19 |
| We Are One Seven, LLC | 11,592 | 5.09 |
| Arrowstreet Capital, Limited Partnership | 10,800 | 5.19 |
| Aquatic Capital Management LLC | 8,800 | 5.11 |
| Guardian Wealth Advisors, LLC | 1,409 | 4.97 |
| Sharp Capital Gestora de Recursos Ltda. | 0 | |
| Atmos Capital Gestao De Recursos Ltda. | 0 | |
| CIBC Private Wealth Group, LLC | 0 |
| Name | Shares | PPS |
|---|---|---|
| Qube Research & Technologies Ltd | 2,010,872 | 3.75 |
| Hrt Financial Lp | ||
| United Maritime Capital Llc | 122,676 | 3.76 |
| Blair William & Co/il | 26,728 | 3.74 |
| Atmos Capital Gestao De Recursos Ltda. | ||
| CIBC Private Wealth Group, LLC | ||
| Fortis Advisors, LLC | ||
| Northwestern Mutual Wealth Management Co | ||
| Optiver Holding B.V. | 14,858,500 | 5.15 |
| Absoluto Partners Gestao de Recursos Ltda | 2,630,100 | 3.75 |
| Sharp Capital Gestora de Recursos Ltda. | ||
| Nippon Life Global Investors Americas, Inc. | 356,167 | 3.75 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Schroder Investment Management Group | 102,411,870 | 5.17 | 163,823,052 | 3.75 |
| Westwood Global Investments, LLC | 56,062,932 | 5.17 | 57,383,195 | 3.75 |
| Franklin Resources Inc | 31,207,305 | 5.17 | 33,480,116 | 3.75 |
| BlackRock Inc. | 28,207,317 | 5.17 | 26,855,276 | 3.75 |
| Vanguard Group Inc | 26,734,375 | 5.17 | 31,326,742 | 3.75 |
| Harding Loevner Lp | 26,518,866 | 5.17 | 37,404,293 | 3.75 |
| Oaktree Capital Management Lp | 26,277,557 | 5.17 | 22,530,531 | 3.75 |
| Orbis Allan Gray Ltd | 26,249,728 | 5.17 | 45,511,494 | 3.75 |
| Dodge & Cox | 24,151,505 | 5.17 | 26,060,805 | 3.75 |
| Itau Unibanco Holding S.A. | 19,067,475 | 5.17 | 21,006,360 | 3.68 |
| Jpmorgan Chase & Co | 18,010,254 | 5.17 | 16,680,360 | 3.75 |
| Ameriprise Financial Inc | 15,346,533 | 5.17 | 2,602,915 | 3.75 |
| GQG Partners LLC | 14,233,298 | 5.17 | 4,875,868 | 3.75 |
| Macquarie Group Ltd | 13,076,513 | 5.17 | 12,990,116 | 3.75 |
| Deutsche Bank Ag\ | 11,856,806 | 5.17 | 8,385,773 | 3.75 |
| Bank Of America Corp /de/ | 7,770,596 | 5.17 | 40,117,628 | 3.75 |
| UBS Group AG | 6,642,533 | 5.17 | 6,223,505 | 3.75 |
| Citigroup Inc | 6,026,180 | 5.17 | 7,464,960 | 3.75 |
| Morgan Stanley | 5,042,797 | 5.17 | 51,086,262 | 3.75 |
| Optiver Holding B.V. | 3,430,900 | 5.17 | 14,858,500 | 5.15 |
| NS Partners Ltd | 3,394,670 | 5.17 | 2,910,754 | 3.75 |
| Amundi | 3,197,831 | 5.74 | 0 | |
| Legal & General Group Plc | 3,073,068 | 5.16 | 3,073,068 | 3.75 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,866,500 | 5.17 | 0 | |
| BNP Paribas Asset Management Holding S.A. | 2,849,277 | 5.20 | 0 | |
| PineBridge Investments, L.P. | 2,157,984 | 5.17 | 956,612 | 3.75 |
| Lazard Asset Management Llc | 2,129,928 | 5.17 | 2,441,559 | 3.75 |
| Northern Trust Corp | 2,010,073 | 5.17 | 4,588,192 | 3.75 |
| Credit Suisse Ag/ | 1,951,672 | 5.17 | 12,077,532 | 3.75 |
| Barings Llc | 1,869,780 | 5.17 | 2,226,342 | 3.75 |
| Hsbc Holdings Plc | 1,766,116 | 5.33 | 1,720,296 | 3.89 |
| B. Metzler seel. Sohn & Co. AG | 1,725,515 | 5.17 | 2,513,452 | 3.74 |
| Earnest Partners Llc | 1,498,836 | 5.17 | 1,503,959 | 3.75 |
| Sei Investments Co | 1,458,242 | 5.17 | 1,375,202 | 3.76 |
| Cullen Capital Management, LLC | 1,454,582 | 5.17 | 18,707 | 3.74 |
| Oaktree Fund Advisors, LLC | 1,392,798 | 5.17 | 948,453 | 3.75 |
| Susquehanna International Group, Llp | 1,362,100 | 5.17 | 1,976,700 | 3.75 |
| American Century Companies Inc | 1,347,698 | 5.17 | 636,370 | 3.75 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,303,719 | 5.17 | 0 | |
| Geode Capital Management, Llc | 1,076,227 | 5.17 | 1,089,565 | 3.75 |
| Goldman Sachs Group Inc | 1,000,000 | 5.17 | 122,909,929 | 3.75 |
| Trillium Asset Management, Llc | 911,942 | 5.17 | 1,224,232 | 3.75 |
| Group One Trading, L.p. | 891,500 | 5.17 | 2,048,200 | 3.75 |
| Clearbridge Investments, LLC | 866,921 | 5.17 | 602,074 | 3.75 |
| Envestnet Asset Management Inc | 764,859 | 5.17 | 1,686,292 | 3.75 |
| Voloridge Investment Management, Llc | 757,417 | 5.17 | 0 | |
| Madison Asset Management, LLC | 653,410 | 5.17 | 705,383 | 3.75 |
| First Eagle Investment Management, LLC | 621,909 | 5.17 | 219,017 | 3.75 |
| Liontrust Investment Partners LLP | 597,543 | 5.17 | 341,443 | 3.75 |
| Bnp Paribas Arbitrage, Sa | 562,403 | 5.17 | 3,833,714 | 3.75 |
| Lombard Odier Asset Management (Switzerland) SA | 511,300 | 5.17 | 0 | |
| Walleye Trading LLC | 401,400 | 5.17 | 721,700 | 3.75 |
| Mirae Asset Global Investments Co., Ltd. | 356,609 | 5.17 | 378,759 | 3.75 |
| Aqr Capital Management Llc | 355,521 | 5.17 | 527,948 | 3.75 |
| Pzena Investment Management Llc | 343,744 | 5.17 | 224,429 | 3.75 |
| Investidor Profissional Gestao de Recursos Ltda. | 330,721 | 5.16 | 0 | |
| Royal Bank Of Canada | 325,192 | 5.17 | 1,704,245 | 3.75 |
| Edgestream Partners, L.P. | 294,739 | 5.17 | 250,311 | 3.75 |
| Renaissance Technologies Llc | 248,074 | 5.17 | 6,054,374 | 3.75 |
| Ubs Asset Management Americas Inc | 208,940 | 5.17 | 214,550 | 3.75 |
| Invesco Ltd. | 197,044 | 5.17 | 1,314,341 | 3.75 |
| Thrivent Financial For Lutherans | 185,300 | 5.17 | 304,309 | 3.75 |
| Baker Avenue Asset Management, LP | 185,000 | 5.17 | 185,000 | 3.75 |
| Susquehanna Fundamental Investments, Llc | 182,128 | 5.17 | 416,701 | 3.75 |
| Stifel Financial Corp | 177,269 | 5.17 | 22,400 | 3.75 |
| Longfellow Investment Management Co Llc | 171,583 | 5.17 | 276,572 | 3.75 |
| Mitsubishi UFJ Trust & Banking Corp | 148,949 | 5.17 | 171,469 | 3.75 |
| Marathon Trading Investment Management LLC | 146,300 | 5.17 | 957,000 | 3.75 |
| Jane Street Group, Llc | 127,383 | 5.19 | 3,277,294 | 3.76 |
| Parallax Volatility Advisers, L.P. | 125,000 | 5.17 | 500,000 | 3.75 |
| Candriam Luxembourg S.C.A. | 124,441 | 5.17 | 134,240 | 3.75 |
| Banco Bilbao Vizcaya Argentaria, S.a. | 107,630 | 5.12 | 2,180,763 | 3.76 |
| First Trust Advisors Lp | 107,002 | 5.17 | 177,726 | 3.75 |
| Dimensional Fund Advisors Lp | 105,915 | 5.16 | 88,924 | 3.74 |
| Advisor Group Holdings, Inc. | 92,403 | 5.17 | 105,423 | 3.75 |
| Wealth Alliance | 85,532 | 5.17 | 73,132 | 3.75 |
| Pathstone Family Office, Llc | 85,322 | 5.18 | 0 | |
| Nomura Asset Management Co Ltd | 82,584 | 5.17 | 171,338 | 3.75 |
| Brandywine Global Investment Management, LLC | 80,758 | 5.18 | 65,900 | 3.75 |
| Seven Eight Capital, Lp | 80,197 | 5.16 | 0 | |
| XTX Topco Ltd | 77,106 | 5.17 | 121,130 | 3.75 |
| London & Capital Asset Management Ltd | 75,000 | 5.17 | 75,000 | 3.75 |
| Cubist Systematic Strategies, LLC | 74,417 | 5.17 | 86,200 | 3.75 |
| Mariner, LLC | 73,315 | 5.17 | 193,757 | 3.75 |
| Baldwin Investment Management, LLC | 69,712 | 5.16 | 74,656 | 3.75 |
| HBK Sorce Advisory LLC | 65,151 | 5.17 | 0 | |
| Qtron Investments LLC | 51,767 | 5.18 | 37,257 | 3.76 |
| Cerity Partners LLC | 49,873 | 5.17 | 13,304 | 3.61 |
| Two Sigma Securities, Llc | 44,686 | 5.17 | 57,556 | 3.75 |
| Sompo Japan Nipponkoa Asset Management Co.,ltd. | 44,350 | 5.16 | 41,040 | 3.73 |
| ClariVest Asset Management LLC | 44,300 | 5.17 | 85,200 | 3.76 |
| Standard Life Aberdeen plc | 41,746 | 5.17 | 0 | |
| Guggenheim Capital Llc | 36,384 | 5.17 | 163,517 | 3.75 |
| Gould Asset Management Llc /ca/ | 35,195 | 5.17 | 29,370 | 3.75 |
| Checchi Capital Advisers, LLC | 35,053 | 5.16 | 33,906 | 3.75 |
| Wrapmanager Inc | 34,115 | 5.16 | 0 | |
| HAP Trading, LLC | 32,000 | 0.53 | 80,200 | 0.12 |
| Campbell & CO Investment Adviser LLC | 31,219 | 5.16 | 0 | |
| Bank of New York Mellon Corp | 29,629 | 5.16 | 23,507 | 3.74 |
| JustInvest LLC | 26,220 | 5.19 | 13,195 | 3.71 |
| Johnson Investment Counsel Inc | 24,800 | 5.16 | 11,550 | 3.72 |
| Pnc Financial Services Group, Inc. | 24,608 | 5.16 | 217,076 | 3.75 |
| Wells Fargo & Company/mn | 23,890 | 5.19 | 13,025 | 3.76 |
| Ethic Inc. | 23,441 | 5.16 | 41,832 | 3.75 |
| Aviva Plc | 20,670 | 5.18 | 20,670 | 3.77 |
| Lake Street Advisors Group, Llc | 20,442 | 5.19 | 22,437 | 3.74 |
| Perpetual Investment Management Ltd | 17,322 | 5.20 | 21,962 | 3.73 |
| Winton Capital Group Ltd | 16,790 | 5.18 | 0 | |
| FDx Advisors, Inc. | 16,354 | 5.20 | 118,479 | 3.75 |
| Fmr Llc | 15,579 | 5.14 | 274 | 3.65 |
| Peapack Gladstone Financial Corp | 14,935 | 5.16 | 16,639 | 3.73 |
| Wetherby Asset Management Inc | 14,843 | 5.19 | 31,440 | 3.75 |
| Altfest L J & Co Inc | 13,889 | 5.18 | 14,650 | 3.75 |
| Massachusetts Financial Services Co /ma/ | 13,544 | 5.17 | 847,698 | 3.75 |
| Rehmann Capital Advisory Group | 13,502 | 5.18 | 11,454 | 3.75 |
| Bank Of Montreal /can/ | 13,379 | 5.23 | 316,998 | 3.75 |
| HighTower Advisors, LLC | 12,253 | 5.22 | 34,023 | 3.79 |
| Compagnie Lombard Odier SCmA | 12,168 | 5.18 | 12,168 | 3.78 |
| Credit Agricole S A | 11,927 | 5.20 | 31,927 | 3.76 |
| Investors Research Corp | 8,911 | 5.16 | 8,911 | 3.70 |
| Toronto Dominion Bank | 8,509 | 5.17 | 19,261 | 3.74 |
| Quadrant Capital Group Llc | 4,737 | 5.07 | 14,387 | 3.75 |
| Brown Brothers Harriman & Co | 2,632 | 5.32 | 2,632 | 3.80 |
| Glassman Wealth Services | 1,409 | 4.97 | 245 | 4.08 |
| First Horizon Advisors, Inc. | 1,319 | 5.31 | 24,132 | 3.73 |
| Tower Research Capital LLC (TRC) | 500 | 6.00 | 0 | |
| Bessemer Group Inc | 142 | 7.04 | 0 | |
| Bell Investment Advisors, Inc | 119 | 8.40 | 974 | 4.11 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|---|
| Emerging Variant Capital Management LP | 2,150,000 |
| Verition Fund Management LLC | 37,000 |
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|
| 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 |
|---|---|---|---|---|
| Group One Trading, L.p. | 1,156,700 | 891,500 | 2,048,200 | -56.47 |
| Susquehanna International Group, Llp | 614,600 | 1,362,100 | 1,976,700 | -31.09 |
| Walleye Trading LLC | 320,300 | 401,400 | 721,700 | -44.38 |
| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
|---|---|---|---|---|
| Goldman Sachs Group Inc | 121,909,929 | 1,000,000 | 122,909,929 | -99.19 |
| Optiver Holding B.V. | 11,427,600 | 3,430,900 | 14,858,500 | -76.91 |
| Parallax Volatility Advisers, L.P. | 375,000 | 125,000 | 500,000 | -75.00 |
| HAP Trading, LLC | 48,200 | 32,000 | 80,200 | -60.10 |
| Name |
|---|