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 | 105 | 5.00 | 4.50 | 5.74 |
| Previous Quarter | 0 | 0.00 | 0.00 | 0.00 |
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 | 88 | 8 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 2 | 7 | 1 | 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 | 25 | 0 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 0 | 0 | 1 | 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 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 | 421,500 | 0.00 | 0.00 | 691,741 | 0.00 | 0.00 |
| Previous Quarter | 0 | 0.00 | 0.00 | 0 | 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 |
|---|---|---|
| LMR Partners LLP | 2,329,972 | |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 1,200,000 | 4.50 |
| Linden Advisors Lp | 729,636 | 10.31 |
| Meteora Capital, LLC | 686,161 | 10.16 |
| MJ - ETFMG Alternative Harvest ETF | 637,161 | 4.50 |
| Etf Managers Group, Llc | 637,161 | 4.68 |
| Castle Creek Arbitrage, LLC | 465,289 | 10.31 |
| BlackRock Inc. | 420,196 | 4.50 |
| Anson Funds Management LP | 408,968 | 1.57 |
| Mirae Asset Global Investments Co., Ltd. | 371,813 | 4.50 |
| Vanguard Group Inc | 360,241 | 4.50 |
| Founders Fund V Management, LLC | 354,339 | 4.50 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares | 331,500 | 4.50 |
| THCX - The Cannabis ETF | 214,730 | 10.59 |
| Merlin Capital LLC | 206,100 | 4.50 |
| Susquehanna International Group, Llp | 204,100 | 4.50 |
| YOLO - AdvisorShares Pure Cannabis ETF | 193,448 | 4.50 |
| AdvisorShares Investments LLC | 193,448 | 4.50 |
| State Street Corp | 160,891 | 4.50 |
| Millennium Management Llc | 112,727 | 4.50 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| LMR Partners LLP | 2,329,972 | |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 1,200,000 | 4.50 |
| Linden Advisors Lp | 729,636 | 10.31 |
| Meteora Capital, LLC | 686,161 | 10.16 |
| MJ - ETFMG Alternative Harvest ETF | 637,161 | 4.50 |
| Etf Managers Group, Llc | 637,161 | 4.68 |
| Castle Creek Arbitrage, LLC | 465,289 | 10.31 |
| BlackRock Inc. | 420,196 | 4.50 |
| Anson Funds Management LP | 408,968 | 1.57 |
| Mirae Asset Global Investments Co., Ltd. | 371,813 | 4.50 |
| Vanguard Group Inc | 360,241 | 4.50 |
| Founders Fund V Management, LLC | 354,339 | 4.50 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares | 331,500 | 4.50 |
| THCX - The Cannabis ETF | 214,730 | 10.59 |
| Merlin Capital LLC | 206,100 | 4.50 |
| YOLO - AdvisorShares Pure Cannabis ETF | 193,448 | 4.50 |
| AdvisorShares Investments LLC | 193,448 | 4.50 |
| State Street Corp | 160,891 | 4.50 |
| Millennium Management Llc | 112,727 | 4.50 |
| Vident Investment Advisory, LLC | 93,991 | 4.50 |
| Name | Shares | PPS |
|---|---|---|
| Walleye Capital LLC | ||
| Ovata Capital Management Ltd | ||
| Walleye Capital LLC | ||
| Skaana Management L.P. | ||
| FNCMX - Fidelity Nasdaq Composite Index Fund | ||
| Marshall Wace, Llp | ||
| Jane Street Group, Llc | ||
| Hound Partners, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|---|
| Ionic Capital Management LLC | 110,800 |
| Walleye Capital LLC | 20,000 |
| Name | Current Calls |
|---|---|
| Susquehanna International Group, Llp | 204,100 |
| Oasis Management Co Ltd. | 100,000 |
| Citadel Advisors Llc | 48,000 |
| Belvedere Trading LLC | 45,900 |
| Cutler Group LP | 40,800 |
| Jane Street Group, Llc | 0 |
| Hound Partners, LLC | 0 |
| Name |
|---|
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
| 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 |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| MJ - ETFMG Alternative Harvest ETF | 637,161 | 4.50 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares | 331,500 | 4.50 |
| IWO - iShares Russell 2000 Growth ETF | 35,552 | 4.50 |
| IWN - iShares Russell 2000 Value ETF | 21,881 | 4.48 |
| IWC - iShares Micro-Cap ETF | 8,723 | 4.47 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB | 5,655 | 4.42 |
| RSIIX - RiverPark Strategic Income Fund Institutional Class Shares | 5,204 | 4.42 |
| WEED - Roundhill Cannabis ETF | 4,211 | 4.51 |
| NSIDX - Northern Small Cap Index Fund | 2,320 | 4.31 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA | 1,700 | 4.71 |
| SPAK - Defiance Next Gen SPAC Derived ETF | 1,621 | 4.32 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I | 1,304 | 4.60 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K | 1,185 | 4.22 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB | 1,041 | 4.80 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB | 932 | 4.29 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A | 931 | 4.30 |
| QCSTRX - Stock Account Class R1 | 653 | 4.59 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA | 196 | 5.10 |
| TRZIX - T. Rowe Price Small-Cap Index Fund | 167 | 5.99 |
| RYRRX - Russell 2000 Fund Class A | 32 | |
| RYRUX - Russell 2000 2x Strategy Fund A-Class Shares | 19 | |
| Profunds - Profund Vp Ultrasmall-cap | 16 | |
| Profunds - Profund Vp Small-cap | 13 | |
| RYMKX - Russell 2000 1.5x Strategy Fund Class H | 9 | |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity | 3 |
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
| 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 |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
|---|
| Name |
|---|