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 41 NaN 0.00 4.22
Previous Quarter 44 NaN 0.00 5.40

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 1 10 25 4 4 6
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 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 0 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 34,711 0.46 4.21 201,444 2.66 4.17
Previous Quarter 34,711 0.46 5.36 201,444 2.66 5.36

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
Standard General L.P. 25,936,086
Standard General L.P. 569,919 4.18
Vanguard Group Inc 101,125 4.17
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 67,571 4.17
Renaissance Technologies Llc 60,700 4.18
BlackRock Inc. 34,711 4.21
VEXMX - Vanguard Extended Market Index Fund Investor Shares 32,748 4.18
Susquehanna Fundamental Investments, Llc 24,362 4.19
Morgan Stanley 20,543 4.19
UBS Group AG 16,846 4.16
Geode Capital Management, Llc 15,283 4.12
State of New Jersey Common Pension Fund D 15,217 4.21
BOSVX - Omni Small-Cap Value Fund Class N 12,992 4.16
Bridgeway Capital Management Inc 12,992 4.16
FSMAX - Fidelity Extended Market Index Fund 10,910 5.77
DFSCX - U.s. Micro Cap Portfolio - Institutional Class 3,168 5.37
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 2,910 5.15
DFSTX - U.s. Small Cap Portfolio - Institutional Class 2,817 5.32
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 2,509 5.18
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 1,827 5.47

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
Standard General L.P. 347,132 5.35
Vanguard Group Inc 101,125 5.35
Morgan Stanley 78,586 5.34
Renaissance Technologies Llc 74,064 5.35
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 67,571 5.36
BlackRock Inc. 34,711 5.36
VEXMX - Vanguard Extended Market Index Fund Investor Shares 32,748 5.37
Susquehanna Fundamental Investments, Llc 25,724 5.36
Dimensional Fund Advisors Lp 23,678 5.36
State of New Jersey Common Pension Fund D 15,217 5.39
Geode Capital Management, Llc 13,618 5.29
Bridgeway Capital Management Inc 12,992 5.39
BOSVX - Omni Small-Cap Value Fund Class N 12,992 5.39
FSMAX - Fidelity Extended Market Index Fund 10,910 4.86
DFSCX - U.s. Micro Cap Portfolio - Institutional Class 3,168 8.52
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 2,910 8.25
DFSTX - U.s. Small Cap Portfolio - Institutional Class 2,817 8.52
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 2,509 8.37
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 1,827 8.21
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 1,734 8.65

 

Recent Quarter Analysis

Name Shares PPS
Standard General L.P. 25,936,086
Name Shares PPS
Dimensional Fund Advisors Lp 23,678 5.36
Citadel Advisors Llc
Virtu Financial LLC
Nantahala Capital Management, LLC
Towerview Llc
O'shaughnessy Asset Management, Llc
Proequities, Inc.
Jaffetilchin Investment Partners, LLC
VYSVX - Vericimetry U.S. Small Cap Value Fund
FNY Investment Advisers, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Standard General L.P. 569,919 4.18 347,132 5.35
Vanguard Group Inc 101,125 4.17 101,125 5.35
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 67,571 4.17 67,571 5.36
Renaissance Technologies Llc 60,700 4.18 74,064 5.35
BlackRock Inc. 34,711 4.21 34,711 5.36
VEXMX - Vanguard Extended Market Index Fund Investor Shares 32,748 4.18 32,748 5.37
Susquehanna Fundamental Investments, Llc 24,362 4.19 25,724 5.36
Morgan Stanley 20,543 4.19 78,586 5.34
UBS Group AG 16,846 4.16 932 5.36
Geode Capital Management, Llc 15,283 4.12 13,618 5.29
State of New Jersey Common Pension Fund D 15,217 4.21 15,217 5.39
BOSVX - Omni Small-Cap Value Fund Class N 12,992 4.16 12,992 5.39
Bridgeway Capital Management Inc 12,992 4.16 12,992 5.39
DFSCX - U.s. Micro Cap Portfolio - Institutional Class 3,168 5.37 3,168 8.52
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 2,910 5.15 2,910 8.25
DFSTX - U.s. Small Cap Portfolio - Institutional Class 2,817 5.32 2,817 8.52
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 2,509 5.18 2,509 8.37
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 1,827 5.47 1,827 8.21
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 1,734 5.19 1,734 8.65
Blackrock Corporate High Yield Fund, Inc. 912 4.39 912 5.48
Name Current Shares Current PPS Previous Shares Previous PPS
FSMAX - Fidelity Extended Market Index Fund 10,910 5.77 10,910 4.86
FCFMX - Fidelity Series Total Market Index Fund 1,561 5.77 1,561 5.12
Tower Research Capital LLC (TRC) 1,281 3.90 0
FNCMX - Fidelity Nasdaq Composite Index Fund 911 5.49 911 4.39
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Standard General L.P. 222,787 569,919 4.18 347,132 5.35 64.18
UBS Group AG 15,914 16,846 4.16 932 5.36 1707.51
Geode Capital Management, Llc 1,665 15,283 4.12 13,618 5.29 12.23
Tower Research Capital LLC (TRC) 1,281 1,281 3.90 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Morgan Stanley 58,043 20,543 4.19 78,586 5.34 -73.86
Renaissance Technologies Llc 13,364 60,700 4.18 74,064 5.35 -18.04
Susquehanna Fundamental Investments, Llc 1,362 24,362 4.19 25,724 5.36 -5.29
Patriot Financial Group Insurance Agency, LLC 200 28 228 4.39 -87.72
USMIX - Extended Market Index Fund 23 805 3.73 828 4.83 -2.78
Wells Fargo & Company/mn 1 15 16 -6.25
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
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