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	144	NaN	0.00	10.09
Previous Quarter	188	NaN	0.00	10.02

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	7	85	2	5	2	3
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	6	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	1	0	1
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	0	0.00	0.00	0	0.00	0.00
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
Sculptor Capital LP	2,987,883	10.03
Sculptor Capital LP	2,987,883
Saba Capital Management, L.P.	2,515,734	10.02
Saba Capital Management, L.P.	2,440,841
Anson Funds Management LP	2,050,000	10.02
Anson Funds Management LP	2,050,000
Periscope Capital Inc.	1,490,103	10.02
Alberta Investment Management Corp	1,312,515	10.03
Marshall Wace, Llp	1,115,192	10.03
Bank Of Montreal /can/	1,052,200	10.03
Berkley W R Corp	1,029,476	10.02
Basso Capital Management, L.p.	993,810	10.03
BASSO CAPITAL MANAGEMENT, L.P.	993,810
Omni Event Management Ltd	935,397	10.02
Towerview Llc	900,634	10.03
Carnegie Capital Asset Management, LLC	792,400	12.46
D. E. Shaw & Co., Inc.	778,781	10.02
ARISTEIA CAPITAL LLC	644,962
Aristeia Capital Llc	644,962	10.03
Susquehanna International Group, Llp	639,958	10.03

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
Sculptor Capital LP	2,987,883	10.03
Saba Capital Management, L.P.	2,515,734	10.02
Anson Funds Management LP	2,050,000	10.02
Periscope Capital Inc.	1,490,103	10.02
Alberta Investment Management Corp	1,312,515	10.03
Marshall Wace, Llp	1,115,192	10.03
Bank Of Montreal /can/	1,052,200	10.03
Berkley W R Corp	1,029,476	10.02
Basso Capital Management, L.p.	993,810	10.03
Omni Partners US LLC	993,064	9.95
Omni Event Management Ltd	935,397	10.02
Towerview Llc	900,634	10.03
D. E. Shaw & Co., Inc.	778,781	10.02
Aristeia Capital Llc	644,962	10.03
Susquehanna International Group, Llp	639,958	10.03
Weiss Asset Management LP	581,544	10.03
Kohlberg Kravis Roberts & Co. L.P.	580,533	10.03
Shaolin Capital Management LLC	533,232	10.03
Meteora Capital, LLC	517,575	10.03
Eisler Capital (UK) Ltd.	488,708	10.02

Recent Quarter Analysis

Recent Quarter 7 New Institutes added position

Name	Shares	PPS
Sculptor Capital LP	2,987,883
Saba Capital Management, L.P.	2,440,841
Anson Funds Management LP	2,050,000
BASSO CAPITAL MANAGEMENT, L.P.	993,810
ARISTEIA CAPITAL LLC	644,962
ADAGE CAPITAL PARTNERS GP, L.L.C.	0
VIKING GLOBAL INVESTORS LP	0

Recent Quarter 85 Institutes closed out their positions

Name	Shares	PPS
Sculptor Capital LP	2,987,883	10.03
Omni Partners US LLC	993,064	9.95
Citadel Advisors Llc	134,000	10.02
Warberg Asset Management LLC	101,338	10.03
Hunting Hill Global Capital, LLC	83,326	10.02
Parallax Volatility Advisers, L.P.	37,500	9.95
Cutler Group LP	10,100
Cutler Group LP	10,100
Parallel Advisors, LLC	3,207	12.47
Royal Bank Of Canada	1,494	10.04
Cwm, Llc	100	10.00
Berry Street Capital Management LLP
Group One Trading, L.p.
Jane Street Group, Llc
Draper Asset Management, LLC
Draper Asset Management, LLC
Ionic Capital Management LLC
Kettle Hill Capital Management, Llc
Miura Global Management, LLC
SG3 Management, LLC
Jane Street Group, Llc
Cetera Investment Advisers
Citigroup Inc
Diametric Capital, LP
Rockefeller Capital Management L.P.
Russell Investments Group, Ltd.
NEXT Financial Group, Inc
Precept Management LLC
Jane Street Group, Llc
Focused Wealth Management, Inc
Accretive Wealth Partners, LLC
Skylands Capital, LLC
XR Securities LLC
Pnc Financial Services Group, Inc.
Advisory Services Network, LLC
Cooper Creek Partners Management Llc
IFP Advisors, Inc
Sei Investments Co
Highline Capital Management, L.p.
Evermore Global Advisors, LLC
Exchange Traded Concepts, Llc
Atom Investors LP
Laidlaw Wealth Management LLC
Manatuck Hill Partners, LLC
Polar Asset Management Partners Inc.
Tandem Capital Management Corp /adv
Prelude Capital Management, Llc
Caas Capital Management Lp
Geneos Wealth Management Inc.
potrero capital research llc
Shay Capital LLC
ExodusPoint Capital Management, LP
Nvwm, Llc
Keebeck Wealth Management, LLC
Corbenic Partners LLC
HAP Trading, LLC
NewSquare Capital LLC
Toroso Investments, LLC
Belvedere Trading LLC
Harbour Investments, Inc.
Point72 Asset Management, L.P.
Kamunting Street Capital Management, L.P.
First Manhattan Co
Nomura Holdings Inc
AWM Investment Company, Inc.
HRS Investment Holdings, LLC
Diameter Capital Partners LP
Requisite Capital Management, LLC
Proequities, Inc.
Sarissa Consulting Llc
Murchinson Ltd.
Sanders Morris Harris Llc
Gerber Kawasaki Wealth & Investment Management
GAM Holding AG
Raymond James Financial Services Advisors, Inc.
Glenview Capital Management, Llc
Qube Research & Technologies Ltd
Glazer Capital, Llc
Annapolis Financial Services, LLC
FourThought Financial, LLC
Cypress Point Wealth Management, LLC
Viking Global Investors Lp
Alyeska Investment Group, L.P.
Mizuho Securities Usa Llc
Pacitti Group Inc.

Recent Quarter 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6	183	10.93	181	11.05
FNY Investment Advisers, LLC	146	6.85	246	8.13

Recent Quarter 5 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Carnegie Capital Asset Management, LLC	792,400	12.46	0
Voya Prime Rate Trust	413,808	10.06	413,808	9.97
Clear Harbor Asset Management, LLC	48,689	10.08	53,639	10.03
OTA Financial Group L.P.	24,990	10.04	43,769	10.01
Deltec Asset Management Llc	20,000	10.10	20,000	10.00

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Carnegie Capital Asset Management, LLC	792,400	792,400	12.46	0		0.00
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6	2	183	10.93	181	11.05	1.10

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
OTA Financial Group L.P.	18,779	24,990	10.04	43,769	10.01	-42.90
Clear Harbor Asset Management, LLC	4,950	48,689	10.08	53,639	10.03	-9.23
FNY Investment Advisers, LLC	100	146	6.85	246	8.13	-40.65

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 6 Previous Institutes closed Call Positions

Name	Previous Calls
Jane Street Group, Llc	0
Berry Street Capital Management LLP	0
XR Securities LLC	0
Ionic Capital Management LLC	0
Draper Asset Management, LLC	0
ExodusPoint Capital Management, LP	0

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Clear Harbor Asset Management, LLC	48,689	10.08	53,639	10.03

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Clear Harbor Asset Management, LLC	4,950	48,689	10.08	53,639	10.03	-9.23

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

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

Name

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

Name