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 167 2.00 1.71 1.74
Previous Quarter 243 2.00 1.41 1.52

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 9 143 14 63 34 29
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 1 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 1 0 0 10 5 4
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 1 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 3,053,225 0.00 0.00 8,198,795 0.00 0.00
Previous Quarter 2,670,476 0.00 0.00 8,096,168 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
Sen Rong Ltd 378,722,187
Bo Yu Ltd 356,077,356
SMCWX - SMALLCAP WORLD FUND INC Class A 5,108,515 1.41
Vanguard Group Inc 4,412,049 1.71
KWEB - KraneShares CSI China Internet ETF 4,107,906 1.41
BlackRock Inc. 3,053,225 1.71
Lazard Asset Management Llc 2,198,844 1.71
M&g Investment Management Ltd 2,177,141 2.00
State Street Corp 2,106,000 1.71
Renaissance Technologies Llc 2,057,814 1.71
VGTSX - Vanguard Total International Stock Index Fund Investor Shares 1,618,435 1.37
VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares 1,601,577 1.37
BLCN - Siren Nasdaq NexGen Economy ETF 1,448,422 1.71
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 1,331,300 1.41
IEMG - iShares Core MSCI Emerging Markets ETF 1,320,517 1.37
XITK - SPDR FactSet Innovative Technology ETF 935,765 1.71
Massachusetts Financial Services Co /ma/ 817,112 1.71
MOON - Direxion Moonshot Innovators ETF 808,846 1.37
Deutsche Bank Ag\ 680,000 1.71
Norges Bank 590,099 12.02

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
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 7,131,563 2.00
Capital Research Global Investors 6,439,815 1.41
SMCWX - SMALLCAP WORLD FUND INC Class A 5,108,515 1.41
Vanguard Group Inc 4,479,660 1.41
Sb Investment Advisers (uk) Ltd 4,306,699 1.41
KWEB - KraneShares CSI China Internet ETF 4,107,906 1.41
Krane Funds Advisors LLC 4,107,906 1.41
State Street Corp 3,867,504 1.41
Millennium Management Llc 2,731,575 1.41
BlackRock Inc. 2,670,476 1.41
KOMP - SPDR S&P Kensho New Economies Composite ETF 2,105,117 1.41
BLCN - Siren Nasdaq NexGen Economy ETF 2,065,740 1.41
VGTSX - Vanguard Total International Stock Index Fund Investor Shares 1,649,687 2.00
VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares 1,601,577 2.00
M&g Investment Management Ltd 1,525,030 1.00
Renaissance Technologies Llc 1,484,124 1.41
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 1,331,300 1.41
IEMG - iShares Core MSCI Emerging Markets ETF 1,271,215 1.58
CQQQ - Invesco China Technology ETF 1,098,838 2.00
Lazard Asset Management Llc 1,033,364 1.41

 

Recent Quarter Analysis

Name Shares PPS
Sen Rong Ltd 378,722,187
Bo Yu Ltd 356,077,356
VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 453,605 1.37
Schonfeld Strategic Advisors LLC 152,400 1.71
Etf Managers Group, Llc 22,197 1.76
AIEQ - AI Powered Equity ETF 22,197 1.71
Lindbrook Capital, Llc 4,426 1.81
Signaturefd, Llc 1,611 1.86
Parallel Advisors, LLC 475 2.11
Name Shares PPS
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 7,131,563 2.00
Capital Research Global Investors 6,439,815 1.41
Sb Investment Advisers (uk) Ltd 4,306,699 1.41
Krane Funds Advisors LLC 4,107,906 1.41
CQQQ - Invesco China Technology ETF 1,098,838 2.00
Platinum Investment Management Ltd 1,000,847 1.41
Rafferty Asset Management, LLC 834,484 1.41
Two Sigma Investments, Lp 667,140 1.41
Baillie Gifford & Co 659,993 1.41
OWSMX - Old Westbury Small & Mid Cap Strategies Fund 429,518 2.00
Healthcare Of Ontario Pension Plan Trust Fund 409,900 1.41
VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares 252,115 2.00
MARSHALL WACE ASIA Ltd 235,395 4.10
SCHE - Schwab Emerging Markets Equity ETF 169,638 1.58
Jane Street Group, Llc 127,134 1.41
Jane Street Group, Llc 127,134 1.41
Marshall Wace North America L.P. 107,738 4.10
Qube Research & Technologies Ltd 81,666 1.41
Daiwa Securities Group Inc. 53,265 1.41
Citadel Advisors Llc 38,770 1.42
FNY Investment Advisers, LLC 25,000 1.40
Itau Unibanco Holding S.A. 19,889 1.41
Pictet Asset Management Sa 16,000 1.44
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 15,194 1.97
Y-Intercept (Hong Kong) Ltd 11,553 1.38
SG Americas Securities, LLC 10,536 1.42
UGPIX - UltraChina ProFund Investor Class 5,820 2.06
Van Eck Associates Corp 210
Wells Fargo & Company/mn 120
Caption Management, LLC
GBFAX - Emerging Markets Fund Class A
GW&K Investment Management, LLC
Advisory Services Network, LLC
IPO - Renaissance IPO ETF
Ameriprise Financial Inc
Wellington Management Group Llp
Panagora Asset Management Inc
Aviva Plc
Concord Wealth Partners
Voloridge Investment Management, Llc
Meridian Wealth Partners, LLC
Andra AP-fonden
CIUEX - Six Circles International Unconstrained Equity Fund
Toronto Dominion Bank
Wolverine Trading, Llc
Pnc Financial Services Group, Inc.
Mitsubishi UFJ Trust & Banking Corp
SSKEX - State Street Emerging Markets Equity Index Fund Class K
GINN - Goldman Sachs Innovate Equity ETF
Paloma Partners Management Co
MEMKX - BNY Mellon Emerging Markets Fund Class M Shares
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
Swiss National Bank
First Manhattan Co
Myriad Asset Management Ltd.
La Financiere De L'echiquier
Advisor Resource Council
Ghisallo Capital Management LLC
Element Capital Management Llc
CWI - SPDR(R) MSCI ACWI EX-US ETF
Renaissance Capital LLC
Tobam
Quantbot Technologies LP
Sei Investments Co
Trexquant Investment LP
Dynamic Technology Lab Private Ltd
TFC Financial Management
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P
Sumitomo Mitsui Trust Holdings, Inc.
NOEMX - Northern Emerging Markets Equity Index Fund
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2
DekaBank Deutsche Girozentrale
Macquarie Group Ltd
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class
Aigen Investment Management, Lp
Belvedere Trading LLC
Man Group plc
Mirae Asset Global Investments Co., Ltd.
PEAK6 Investments LLC
IEPIX - Voya Emerging Markets Index Portfolio Class I
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
Federated Hermes, Inc.
Laurion Capital Management LP
Manufacturers Life Insurance Company, The
EMXF - iShares ESG Advanced MSCI EM ETF
FLAX - Franklin FTSE Asia ex Japan ETF
FSGEX - Fidelity Series Global ex U.S. Index Fund
EMCR - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF
FPADX - Fidelity Emerging Markets Index Fund
Marshall Wace, Llp
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV
EEMX - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio
IEMGX - Voya Multi-Manager Emerging Markets Equity Fund Class I
VanEck VIP Trust - VanEck VIP Emerging Markets Fund Initial Class
Fieldpoint Private Securities, LLC
Voya Investment Management Llc
Sante Capital Fund, LP
Vontobel Holding Ltd.
Ergoteles LLC
AAXJ - iShares MSCI All Country Asia ex Japan ETF
Handelsbanken Fonder AB
Blueshift Asset Management, LLC
Geode Capital Management, Llc
Zurcher Kantonalbank (Zurich Cantonalbank)
National Bank Of Canada /fi/
Kings Point Capital Management
Balyasny Asset Management Llc
Hsbc Holdings Plc
Nwi Management Lp
Bank of New York Mellon Corp
CHIK - Global X MSCI China Information Technology ETF
Caisse De Depot Et Placement Du Quebec
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Innovators Fund Class R6
FERGX - Fidelity SAI Emerging Markets Index Fund
TEMUX - Emerging Markets Equity Fund
Franklin Resources Inc
MEMQX - Mercer Emerging Markets Equity Fund Class Y-3
PBEE - Invesco PureBeta FTSE Emerging Markets ETF
Jupiter Asset Management Ltd
CN - Xtrackers MSCI All China Equity ETF
EEM - iShares MSCI Emerging Markets ETF
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV
Nomura Holdings Inc
TEQKX - TIAA-CREF Emerging Markets Equity Index Fund Retail Class
MCHI - iShares MSCI China ETF
Los Angeles Capital Management Llc
Charles Schwab Investment Management Inc
FLCH - Franklin FTSE China ETF
Parametric Portfolio Associates Llc
FTIHX - Fidelity Total International Index Fund
ACWX - iShares MSCI ACWI ex U.S. ETF
FSGGX - Fidelity Global ex U.S. Index Fund
QCGLRX - Global Equities Account Class R1
GBGR - Global Beta Momentum-Growth ETF
Shell Asset Management Co
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares
Ensign Peak Advisors, Inc
Jump Financial, LLC
E Fund Management (Hong Kong) Co., Ltd.
FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
DBEM - Xtrackers MSCI Emerging Markets Hedged Equity ETF
Grantham, Mayo, Van Otterloo & Co. LLC
Name Current Shares Current PPS Previous Shares Previous PPS
VGTSX - Vanguard Total International Stock Index Fund Investor Shares 1,618,435 1.37 1,649,687 2.00
VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares 1,601,577 1.37 1,601,577 2.00
IEMG - iShares Core MSCI Emerging Markets ETF 1,320,517 1.37 1,271,215 1.58
MOON - Direxion Moonshot Innovators ETF 808,846 1.37 898,333 2.00
EMQQ - EMQQ The Emerging Markets Internet & Ecommerce ETF 252,333 1.37 265,359 1.58
IXUS - iShares Core MSCI Total International Stock ETF 235,973 1.37 235,169 2.00
PGJ - Invesco Golden Dragon China ETF 165,186 1.37 107,440 2.00
ECNS - iShares MSCI China Small-Cap ETF 84,896 1.37 86,118 1.58
VT - Vanguard Total World Stock Index Fund ETF Shares 58,616 1.36 58,616 2.00
VSGX - Vanguard ESG International Stock ETF ETF Shares 54,513 1.38 54,513 1.58
FNTC - Direxion Daily FinTech Bull 2X Shares 19,671 1.37 15,142 1.98
TLTE - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 14,630 1.37 14,630 1.98
FITFX - Fidelity Flex International Index Fund 1,624 1.23 1,624 1.85
Us Bancorp \de\ 1,153 1.73 512 1.95
Name Current Shares Current PPS Previous Shares Previous PPS
Vanguard Group Inc 4,412,049 1.71 4,479,660 1.41
BlackRock Inc. 3,053,225 1.71 2,670,476 1.41
Lazard Asset Management Llc 2,198,844 1.71 1,033,364 1.41
M&g Investment Management Ltd 2,177,141 2.00 1,525,030 1.00
State Street Corp 2,106,000 1.71 3,867,504 1.41
Renaissance Technologies Llc 2,057,814 1.71 1,484,124 1.41
BLCN - Siren Nasdaq NexGen Economy ETF 1,448,422 1.71 2,065,740 1.41
XITK - SPDR FactSet Innovative Technology ETF 935,765 1.71 921,029 1.41
Massachusetts Financial Services Co /ma/ 817,112 1.71 986,193 1.41
Deutsche Bank Ag\ 680,000 1.71 680,000 1.41
Norges Bank 590,099 12.02 0
Bridgewater Associates, LP 462,631 1.71 817,517 1.41
Jane Street Group, Llc 459,527 1.71 127,134 1.41
Hrt Financial Lp 388,544 1.71 210,199 1.41
Prudence Investment Management (Hong Kong) Ltd. 347,603 1.71 347,603 1.43
Morgan Stanley 301,078 1.71 477,606 1.41
KOMP - SPDR S&P Kensho New Economies Composite ETF 282,682 1.71 2,105,117 1.41
Penserra Capital Management LLC 247,710 1.71 258,255 1.41
Millennium Management Llc 245,090 1.71 2,731,575 1.41
California Public Employees Retirement System 230,535 1.71 245,723 1.41
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Lazard Asset Management Llc 1,165,480 2,198,844 1.71 1,033,364 1.41 112.79
M&g Investment Management Ltd 652,111 2,177,141 2.00 1,525,030 1.00 42.76
Norges Bank 590,099 590,099 12.02 0 0.00
Renaissance Technologies Llc 573,690 2,057,814 1.71 1,484,124 1.41 38.66
BlackRock Inc. 382,749 3,053,225 1.71 2,670,476 1.41 14.33
Jane Street Group, Llc 332,393 459,527 1.71 127,134 1.41 261.45
Citadel Advisors Llc 181,383 220,153 1.71 38,770 1.42 467.84
Hrt Financial Lp 178,345 388,544 1.71 210,199 1.41 84.85
ExodusPoint Capital Management, LP 131,174 145,194 1.71 14,020 1.43 935.62
Goldman Sachs Group Inc 117,942 140,170 1.71 22,228 1.39 530.60
Quadrature Capital Ltd 90,994 90,994 1.70 0 0.00
PGJ - Invesco Golden Dragon China ETF 57,746 165,186 1.37 107,440 2.00 53.75
IEMG - iShares Core MSCI Emerging Markets ETF 49,302 1,320,517 1.37 1,271,215 1.58 3.88
Gsa Capital Partners Llp 37,046 134,073 1.71 97,027 1.41 38.18
Nuveen Asset Management, LLC 35,200 148,700 1.71 113,500 1.41 31.01
QCSTRX - Stock Account Class R1 35,200 148,700 1.71 113,500 1.41 31.01
Cubist Systematic Strategies, LLC 26,038 26,038 1.73 0 0.00
Eaton Vance Management 19,438 19,438 1.70 0 0.00
Northern Trust Corp 18,950 39,503 1.70 20,553 1.41 92.20
XITK - SPDR FactSet Innovative Technology ETF 14,736 935,765 1.71 921,029 1.41 1.60
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Millennium Management Llc 2,486,485 245,090 1.71 2,731,575 1.41 -91.03
KOMP - SPDR S&P Kensho New Economies Composite ETF 1,822,435 282,682 1.71 2,105,117 1.41 -86.57
State Street Corp 1,761,504 2,106,000 1.71 3,867,504 1.41 -45.55
BLCN - Siren Nasdaq NexGen Economy ETF 617,318 1,448,422 1.71 2,065,740 1.41 -29.88
D. E. Shaw & Co., Inc. 534,345 148,460 1.70 682,805 1.41 -78.26
Invesco Ltd. 518,633 187,989 1.71 706,622 1.41 -73.40
Bridgewater Associates, LP 354,886 462,631 1.71 817,517 1.41 -43.41
Morgan Stanley 176,528 301,078 1.71 477,606 1.41 -36.96
Massachusetts Financial Services Co /ma/ 169,081 817,112 1.71 986,193 1.41 -17.14
Two Sigma Advisers, Lp 106,900 33,600 1.70 140,500 1.41 -76.09
MOON - Direxion Moonshot Innovators ETF 89,487 808,846 1.37 898,333 2.00 -9.96
Vanguard Group Inc 67,611 4,412,049 1.71 4,479,660 1.41 -1.51
Group One Trading, L.p. 48,037 6,163 1.78 54,200 1.40 -88.63
Susquehanna International Group, Llp 44,712 65,714 1.70 110,426 1.41 -40.49
CIBC World Markets Inc. 40,555 33,250 1.71 73,805 1.41 -54.95
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 37,411 44,644 1.70 82,055 1.41 -45.59
VGTSX - Vanguard Total International Stock Index Fund Investor Shares 31,252 1,618,435 1.37 1,649,687 2.00 -1.89
Bank Of America Corp /de/ 29,380 189,191 1.71 218,571 1.41 -13.44
XTX Topco Ltd 17,217 11,959 1.67 29,176 1.41 -59.01
California Public Employees Retirement System 15,188 230,535 1.71 245,723 1.41 -6.18
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Proequities, Inc. 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
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
AIEQ - AI Powered Equity ETF 22,197 1.71
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
M&g Investment Management Ltd 2,177,141 2.00 1,525,030 1.00
BLCN - Siren Nasdaq NexGen Economy ETF 1,448,422 1.71 2,065,740 1.41
XITK - SPDR FactSet Innovative Technology ETF 935,765 1.71 921,029 1.41
KOMP - SPDR S&P Kensho New Economies Composite ETF 282,682 1.71 2,105,117 1.41
QCSTRX - Stock Account Class R1 148,700 1.71 113,500 1.41
EWX - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 71,285 1.71 71,300 1.42
SPEM - SPDR(R) Portfolio Emerging Markets ETF 41,652 1.70 41,841 1.41
GXC - SPDR(R) S&P(R) CHINA ETF 29,712 1.72 27,077 1.40
SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF 22,765 1.71 18,181 1.43
SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 14,200 1.69 14,200 1.41
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
M&g Investment Management Ltd 652,111 2,177,141 2.00 1,525,030 1.00 42.76
QCSTRX - Stock Account Class R1 35,200 148,700 1.71 113,500 1.41 31.01
XITK - SPDR FactSet Innovative Technology ETF 14,736 935,765 1.71 921,029 1.41 1.60
SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF 4,584 22,765 1.71 18,181 1.43 25.21
GXC - SPDR(R) S&P(R) CHINA ETF 2,635 29,712 1.72 27,077 1.40 9.73
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
KOMP - SPDR S&P Kensho New Economies Composite ETF 1,822,435 282,682 1.71 2,105,117 1.41 -86.57
BLCN - Siren Nasdaq NexGen Economy ETF 617,318 1,448,422 1.71 2,065,740 1.41 -29.88
SPEM - SPDR(R) Portfolio Emerging Markets ETF 189 41,652 1.70 41,841 1.41 -0.45
EWX - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 15 71,285 1.71 71,300 1.42 -0.02
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
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name