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 113 8.00 7.76 7.87
Previous Quarter 0 0.00 0.00 0.00

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 98 19 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 2 1 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 1 0 0 0 0 0
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 260,870 0.13 7.76 877,358 0.43 7.76
Previous Quarter 0 0.00 0.00 0 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
YUCAIPA AMERICAN ALLIANCE FUND II LP 91,794,440
GOLDMAN SACHS GROUP INC 15,651,792
Goldman Sachs Group Inc 15,651,402 7.76
Pelham Capital Ltd. 8,516,473 7.76
Pelham Capital Ltd. 6,364,506
Third Point LLC 3,750,000
Third Point LLC 3,600,000 7.76
Bank of New York Mellon Corp 3,204,246 7.76
Bank of New York Mellon Corp 3,190,304
BAMCO INC /NY/ 3,173,818
Lansdowne Partners (uk) Llp 3,049,801 7.76
Morgan Stanley 2,216,639 7.76
SDSCX - BNY Mellon Small/Mid Cap Growth Fund Class I 2,114,136 7.76
MSSGX - Inception Portfolio CLASS I 1,082,863 7.76
Bamco Inc /ny/ 1,065,500 7.76
BSCFX - BARON SMALL CAP FUND 1,000,000 7.76
BDFFX - BARON DISCOVERY FUND 1,000,000 12.78
Scoggin Management Lp 975,000 7.76
Schroder Investment Management Group 730,468 7.90
Vanguard Group Inc 454,739 7.76

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

 

Recent Quarter Analysis

Name Shares PPS
YUCAIPA AMERICAN ALLIANCE FUND II LP 91,794,440
GOLDMAN SACHS GROUP INC 15,651,792
Goldman Sachs Group Inc 15,651,402 7.76
Pelham Capital Ltd. 8,516,473 7.76
Third Point LLC 3,750,000
Bank of New York Mellon Corp 3,204,246 7.76
BAMCO INC /NY/ 3,173,818
Lansdowne Partners (uk) Llp 3,049,801 7.76
Morgan Stanley 2,216,639 7.76
SDSCX - BNY Mellon Small/Mid Cap Growth Fund Class I 2,114,136 7.76
MSSGX - Inception Portfolio CLASS I 1,082,863 7.76
Bamco Inc /ny/ 1,065,500 7.76
BSCFX - BARON SMALL CAP FUND 1,000,000 7.76
BDFFX - BARON DISCOVERY FUND 1,000,000 12.78
Scoggin Management Lp 975,000 7.76
Schroder Investment Management Group 730,468 7.90
Vanguard Group Inc 454,739 7.76
VEXMX - Vanguard Extended Market Index Fund Investor Shares 422,619 7.76
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 312,336 7.76
Geode Capital Management, Llc 296,782 7.76
Name Shares PPS
Alpha Paradigm Partners, LLC
Teacher Retirement System Of Texas
Caas Capital Management Lp
Sei Investments Co
Ghisallo Capital Management LLC
Hillhouse Capital Advisors, Ltd.
Brookfield Asset Management Inc.
Dark Forest Capital Management Lp
Davidson Kempner Capital Management Lp
Cpwm, Llc
BREFX - Baron Real Estate Fund
Tudor Investment Corp Et Al
Roubaix Capital, LLC
Caption Management, LLC
Us Bancorp \de\
Caption Management, LLC
Woodline Partners LP
Progeny 3, Inc.
Cutler Group LP
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Wolverine Trading, Llc 20,600
Caption Management, LLC 0
Name Current Calls
UBS Group AG 27,100
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

Past Week Analysis

Name Shares PPS
ACG Wealth 1,000 6.00
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
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
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name