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 | 40 | NaN | 0.00 | NaN |
| Previous Quarter | 55 | 1.00 | 0.40 | 6.50 |
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 | 55 | 0 | 0 | 0 | 0 |
| 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 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 | 1,590,557 | 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 |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 672,869,179 | |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I | 0 | |
| Tiger Global Management Llc | 0 | |
| Ground Swell Capital, LLC | 0 | |
| Hrt Financial Lp | 0 | |
| State Street Corp | 0 | |
| Wells Fargo & Company/mn | 0 | |
| Credit Suisse Ag/ | 0 | |
| UBS Group AG | 0 | |
| Proequities, Inc. | 0 | |
| Geode Capital Management, Llc | 0 | |
| Nuveen Asset Management, LLC | 0 | |
| Carlyle Group Inc. | 0 | |
| Nomura Holdings Inc | 0 | |
| Keenan Capital, LLC | 0 | |
| BlackRock Inc. | 0 | |
| BlackRock Inc. | 0 | |
| Two Sigma Securities, Llc | 0 | |
| Millennium Management Llc | 0 | |
| Legal & General Group Plc | 0 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Goldman Sachs Group Inc | 31,915,329 | 10.00 |
| Carlyle Group Inc. | 7,860,000 | |
| Yiheng Capital Management, L.P. | 7,399,757 | 0.40 |
| Keenan Capital, LLC | 3,175,164 | 0.40 |
| Morgan Stanley | 2,044,744 | 0.20 |
| BlackRock Inc. | 1,590,557 | 0.23 |
| IEMG - iShares Core MSCI Emerging Markets ETF | 1,146,549 | 0.40 |
| Renaissance Technologies Llc | 917,633 | 0.04 |
| State Street Corp | 483,956 | 0.40 |
| Citadel Advisors Llc | 325,754 | 0.40 |
| Tiger Global Management Llc | 320,000 | 0.40 |
| SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF | 159,174 | 0.40 |
| Millennium Management Llc | 136,883 | 0.04 |
| Nuveen Asset Management, LLC | 77,711 | 8.06 |
| QCSTRX - Stock Account Class R1 | 77,711 | 0.24 |
| Hrt Financial Lp | 60,229 | 0.40 |
| EEMS - iShares MSCI Emerging Markets Small-Cap ETF | 52,780 | 0.40 |
| ECNS - iShares MSCI China Small-Cap ETF | 52,440 | 0.40 |
| Two Sigma Securities, Llc | 42,054 | 0.24 |
| Geode Capital Management, Llc | 26,587 | 0.41 |
| Name | Shares | PPS |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 672,869,179 |
| Name | Shares | PPS |
|---|---|---|
| Goldman Sachs Group Inc | 31,915,329 | 10.00 |
| Carlyle Group Inc. | 7,860,000 | |
| Yiheng Capital Management, L.P. | 7,399,757 | 0.40 |
| Keenan Capital, LLC | 3,175,164 | 0.40 |
| Morgan Stanley | 2,044,744 | 0.20 |
| BlackRock Inc. | 1,590,557 | 0.23 |
| IEMG - iShares Core MSCI Emerging Markets ETF | 1,146,549 | 0.40 |
| Renaissance Technologies Llc | 917,633 | 0.04 |
| State Street Corp | 483,956 | 0.40 |
| Citadel Advisors Llc | 325,754 | 0.40 |
| Tiger Global Management Llc | 320,000 | 0.40 |
| SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF | 159,174 | 0.40 |
| Millennium Management Llc | 136,883 | 0.04 |
| QCSTRX - Stock Account Class R1 | 77,711 | 0.24 |
| Nuveen Asset Management, LLC | 77,711 | 8.06 |
| Hrt Financial Lp | 60,229 | 0.40 |
| EEMS - iShares MSCI Emerging Markets Small-Cap ETF | 52,780 | 0.40 |
| ECNS - iShares MSCI China Small-Cap ETF | 52,440 | 0.40 |
| Two Sigma Securities, Llc | 42,054 | 0.24 |
| Geode Capital Management, Llc | 26,587 | 0.41 |
| FTIHX - Fidelity Total International Index Fund | 26,587 | 0.41 |
| Ground Swell Capital, LLC | 25,884 | 0.23 |
| Jane Street Group, Llc | 19,224 | 0.42 |
| First Republic Investment Management, Inc. | 18,180 | 0.39 |
| Credit Suisse Ag/ | 16,200 | 0.37 |
| Ubs Asset Management Americas Inc | 16,181 | 0.37 |
| Legal & General Group Plc | 8,200 | 0.37 |
| SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio | 6,800 | 0.44 |
| Jpmorgan Chase & Co | 6,192 | 0.32 |
| Wells Fargo & Company/mn | 2,000 | |
| Bank Of America Corp /de/ | 1,500 | |
| UBS Group AG | 1,099 | |
| Tower Research Capital LLC (TRC) | 29 | |
| Bank of New York Mellon Corp | ||
| TAISX - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class | ||
| Two Sigma Advisers, Lp | ||
| Advisor Group Holdings, Inc. | ||
| Vanguard Group Inc | ||
| Canada Pension Plan Investment Board | ||
| Signaturefd, Llc | ||
| Us Bancorp \de\ | ||
| Virtu Financial LLC | ||
| Lindbrook Capital, Llc | ||
| Proequities, Inc. | ||
| Dimensional Fund Advisors Lp | ||
| Nomura Holdings Inc | ||
| AVEEX - Avantis Emerging Markets Equity Fund Institutional Class | ||
| Mercer Global Advisors Inc /adv | ||
| EWX - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF | ||
| Northern Trust Corp | ||
| AVEM - Avantis Emerging Markets Equity ETF | ||
| Engineers Gate Manager LP | ||
| Squarepoint Ops LLC | ||
| Pictet Asset Management Ltd | ||
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I | 0.41 |
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|