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 | 491 | 15.00 | 13.25 | 14.01 |
| Previous Quarter | 0 | 0.00 | 0.00 | 0.00 |
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 | 449 | 63 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 2 | 8 | 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 | 98 | 1 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 0 | 0 | 1 | 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 | 4,602,404 | 0.00 | 0.00 | 6,715,718 | 0.00 | 0.00 |
| Previous Quarter | 0 | 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 |
|---|---|---|
| Alpha Frontier Ltd | 246,404,194 | |
| Senvest Management, LLC | 6,559,067 | 13.24 |
| Price T Rowe Associates Inc /md/ | 6,148,426 | 13.24 |
| Caledonia (Private) Investments Pty Ltd | 5,540,936 | 13.24 |
| Capital Research Global Investors | 4,611,436 | 13.24 |
| AMCPX - AMCAP FUND Class A | 4,218,293 | 14.81 |
| BlackRock Inc. | 4,186,793 | 13.24 |
| Vanguard Group Inc | 3,638,235 | 13.24 |
| Hillhouse Capital Advisors, Ltd. | 3,280,699 | 13.24 |
| Aqr Capital Management Llc | 3,198,143 | 13.24 |
| RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. | 2,983,300 | 13.24 |
| AEPGX - EUROPACIFIC GROWTH FUND Class A | 2,803,749 | 19.33 |
| ANEFX - NEW ECONOMY FUND Class A | 2,738,305 | 20.60 |
| Assenagon Asset Management S.A. | 2,353,080 | 13.24 |
| Clal Insurance Enterprises Holdings Ltd | 2,088,973 | 13.24 |
| Hein Park Capital Management LP | 2,026,134 | 13.24 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A | 1,898,476 | 17.03 |
| Bank Of Nova Scotia | 1,699,000 | 13.24 |
| Geode Capital Management, Llc | 1,582,917 | 13.24 |
| State Street Corp | 1,399,282 | 13.24 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Alpha Frontier Ltd | 246,404,194 | |
| Senvest Management, LLC | 6,559,067 | 13.24 |
| Price T Rowe Associates Inc /md/ | 6,148,426 | 13.24 |
| Caledonia (Private) Investments Pty Ltd | 5,540,936 | 13.24 |
| Capital Research Global Investors | 4,611,436 | 13.24 |
| AMCPX - AMCAP FUND Class A | 4,218,293 | 14.81 |
| BlackRock Inc. | 4,186,793 | 13.24 |
| Vanguard Group Inc | 3,638,235 | 13.24 |
| Hillhouse Capital Advisors, Ltd. | 3,280,699 | 13.24 |
| Aqr Capital Management Llc | 3,198,143 | 13.24 |
| RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. | 2,983,300 | 13.24 |
| AEPGX - EUROPACIFIC GROWTH FUND Class A | 2,803,749 | 19.33 |
| ANEFX - NEW ECONOMY FUND Class A | 2,738,305 | 20.60 |
| Assenagon Asset Management S.A. | 2,353,080 | 13.24 |
| Clal Insurance Enterprises Holdings Ltd | 2,088,973 | 13.24 |
| Hein Park Capital Management LP | 2,026,134 | 13.24 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A | 1,898,476 | 17.03 |
| Bank Of Nova Scotia | 1,699,000 | 13.24 |
| Geode Capital Management, Llc | 1,582,917 | 13.24 |
| State Street Corp | 1,399,282 | 13.24 |
| Name | Shares | PPS |
|---|---|---|
| Canada Pension Plan Investment Board | ||
| TrimTabs Asset Management, LLC | ||
| Parallax Volatility Advisers, L.P. | ||
| Vontobel Holding Ltd. | ||
| Dupont Capital Management Corp | ||
| Engineers Gate Manager LP | ||
| Tiger Global Management Llc | ||
| Caption Management, LLC | ||
| Thrivent Financial For Lutherans | ||
| Sciencast Management LP | ||
| Voloridge Investment Management, Llc | ||
| Ergoteles LLC | ||
| Bayesian Capital Management, LP | ||
| Los Angeles Capital Management Llc | ||
| Point72 Asset Management, L.P. | ||
| Aigen Investment Management, Lp | ||
| Capital World Investors | ||
| Norges Bank | ||
| Jane Street Group, Llc | ||
| Parallax Volatility Advisers, L.P. | ||
| Wolverine Trading, Llc | ||
| Jeneq Management, LP | ||
| Ibex Investors LLC | ||
| Diametric Capital, LP | ||
| Wolverine Trading, Llc | ||
| Levin Capital Strategies, L.p. | ||
| Wolverine Trading, Llc | ||
| Loomis Sayles & Co L P | ||
| Lake Point Wealth Management | ||
| Prelude Capital Management, Llc | ||
| Meritage Portfolio Management | ||
| Harvest Management Llc | ||
| Deutsche Bank Ag\ | ||
| Bell Investment Advisors, Inc | ||
| Berry Street Capital Management LLP | ||
| First Trust Advisors Lp | ||
| HAP Trading, LLC | ||
| Alpha Paradigm Partners, LLC | ||
| Wedbush Securities Inc | ||
| Ghisallo Capital Management LLC | ||
| Metropolitan Life Insurance Co/ny | ||
| Bank Of Montreal /can/ | ||
| PineBridge Investments, L.P. | ||
| Vestcor Inc | ||
| Russell Investments Group, Ltd. | ||
| Cresset Asset Management, LLC | ||
| Jane Street Group, Llc | ||
| Woodline Partners LP | ||
| Marshall Wace, Llp | ||
| PEAK6 Investments LLC | ||
| Hrt Financial Lp | ||
| HAP Trading, LLC | ||
| Ubs Asset Management Americas Inc | ||
| Jacobs Levy Equity Management, Inc | ||
| Harvest Management Llc | ||
| Dragoneer Investment Group, LLC | ||
| LMR Partners LLP | ||
| Blueshift Asset Management, LLC | ||
| Antara Capital LP | ||
| Gladius Capital Management LP | ||
| Boston Partners | ||
| Lombard Odier Asset Management (USA) Corp | ||
| Squarepoint Ops LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|---|
| Walleye Trading LLC | 84,200 |
| Wolverine Trading, Llc | 0 |
| Name | Current Calls |
|---|---|
| Antara Capital LP | 1,000,000 |
| Citigroup Inc | 525,000 |
| Berry Street Capital Management LLP | 500,000 |
| Bluefin Capital Management, Llc | 303,500 |
| Caption Management, LLC | 298,600 |
| HAP Trading, LLC | 80,600 |
| Cutler Group LP | 21,300 |
| Cowen And Company, Llc | 12,500 |
| 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 |
|---|
| Name | Shares | PPS |
|---|---|---|
| Alpha Frontier Ltd | 246,404,194 | |
| RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. | 2,983,300 | 13.24 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares | 1,383,802 | 13.24 |
| VSEQX - Vanguard Strategic Equity Fund Investor Shares | 707,301 | 13.24 |
| Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) | 550,000 | 13.24 |
| PMEGX - T. Rowe Price Institutional Mid-Cap Equity Growth Fund | 545,000 | 13.24 |
| MEFAX - MassMutual Select Mid Cap Growth Fund Class A | 469,000 | 13.24 |
| SMCWX - SMALLCAP WORLD FUND INC Class A | 346,700 | 13.24 |
| IWP - iShares Russell Mid-Cap Growth ETF | 325,228 | 13.24 |
| IWF - iShares Russell 1000 Growth ETF | 304,255 | 13.24 |
| IWR - iShares Russell Mid-Cap ETF | 263,705 | 13.24 |
| ADSIX - Disciplined Growth Fund Investor Class | 200,234 | 13.24 |
| MXMGX - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class | 166,900 | 13.24 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio | 139,695 | 13.24 |
| Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A | 136,600 | 13.24 |
| ITOT - iShares Core S&P Total U.S. Stock Market ETF | 110,088 | 13.24 |
| GAMR - ETFMG Video Game Tech ETF | 104,822 | 13.24 |
| QCSTRX - Stock Account Class R1 | 99,444 | 13.24 |
| XSW - SPDR(R) S&P(R) Software & Services ETF | 83,500 | 13.25 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 | 81,590 | 13.24 |
| DNLDX - BNY Mellon Active MidCap Fund Class A | 81,265 | 13.24 |
| ITEQ - BlueStar Israel Technology ETF | 81,216 | 13.24 |
| IWB - iShares Russell 1000 ETF | 76,492 | 13.24 |
| PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares | 57,700 | 13.24 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio | 56,255 | 13.24 |
| PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares | 55,000 | 13.24 |
| T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio | 49,800 | 13.23 |
| QCEQRX - Equity Index Account Class R1 | 42,908 | 13.24 |
| IWD - iShares Russell 1000 Value ETF | 37,491 | 13.23 |
| IGM - iShares Expanded Tech Sector ETF | 37,019 | 13.24 |
| POMIX - T. Rowe Price Total Equity Market Index Fund | 34,200 | 13.25 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA | 34,142 | 13.24 |
| QWVPX - Clearwater Core Equity Fund | 31,280 | 13.24 |
| ENTR - ERShares Entrepreneur 30 ETF | 28,853 | 13.24 |
| ENTIX - ERShares Global Fund Institutional Class | 27,869 | 13.24 |
| IWV - iShares Russell 3000 ETF | 27,485 | 13.24 |
| SSMHX - State Street Small/mid Cap Equity Index Portfolio | 25,100 | 13.23 |
| MPGAX - MassMutual Premier Disciplined Growth Fund Class A | 24,635 | 13.23 |
| IMPLX - ERShares US Large Cap Fund Institutional Class | 24,348 | 13.22 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) | 24,024 | 13.24 |
| MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class | 23,537 | 13.26 |
| ISRA - VanEck Vectors Israel ETF | 20,991 | 13.24 |
| PEXMX - T. Rowe Price Extended Equity Market Index Fund | 20,600 | 13.25 |
| ERSX - ERShares Non-US Small Cap ETF | 19,818 | 13.22 |
| MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I | 19,590 | 13.22 |
| IWS - iShares Russell Mid-Cap Value ETF | 18,456 | 13.22 |
| PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares | 15,900 | 13.27 |
| QRPNX - AQR Alternative Risk Premia Fund Class N | 14,221 | 13.22 |
| FMDGX - Fidelity Mid Cap Growth Index Fund | 13,656 | 13.25 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) | 11,489 | 13.23 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) | 10,911 | 13.20 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB | 10,127 | 13.23 |
| BBGSX - Bridge Builder Small/Mid Cap Growth Fund | 8,963 | 13.28 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA | 8,887 | 13.28 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA | 8,739 | 13.27 |
| VTCLX - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | 8,676 | 13.25 |
| BBGLX - Bridge Builder Large Cap Growth Fund | 8,622 | 13.22 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares | 8,415 | 13.19 |
| SMMD - iShares Russell 2500 ETF | 8,294 | 13.26 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund | 7,992 | 13.26 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 | 7,650 | 13.20 |
| JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I) | 6,481 | 13.27 |
| MEPAX - MassMutual Premier Disciplined Value Fund Class A | 5,266 | 13.29 |
| VTMFX - Vanguard Tax-Managed Balanced Fund Admiral Shares | 5,100 | 13.33 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P | 4,820 | 13.28 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares | 4,815 | 13.29 |
| EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA | 4,575 | 13.33 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P | 4,405 | 13.17 |
| MML Series Investment Fund II - MML Special Situations Fund Class II | 4,324 | 13.18 |
| GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares | 3,749 | 13.34 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund | 3,472 | 13.25 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 | 3,454 | 13.32 |
| FNDRX - FRC Founders Index Fund | 3,325 | 13.23 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class | 3,043 | 13.14 |
| SLGFX - SIMT Large Cap Index Fund Class F | 2,800 | 13.21 |
| FLQM - Franklin LibertyQ U.S. Mid Cap Equity ETF | 2,700 | 13.33 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity | 2,676 | 13.08 |
| AQRNX - AQR Multi-Asset Fund Class N | 2,511 | 13.14 |
| TRSZX - T. Rowe Price Mid-Cap Index Fund | 2,428 | 13.18 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA | 1,799 | 13.34 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund | 1,742 | 13.20 |
| TLSTX - Stock Index Fund | 1,555 | 13.50 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 | 1,475 | 13.56 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class | 1,327 | 13.56 |
| FPXE - First Trust IPOX Europe Equity Opportunities ETF | 1,280 | 13.28 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund | 1,237 | 12.93 |
| SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 1,200 | 13.33 |
| FIMVX - Fidelity Mid Cap Value Index Fund | 1,187 | 13.48 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA | 998 | 13.03 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) | 554 | 12.64 |
| Profunds - Profund Vp Consumer Goods | 427 | 14.05 |
| BBVSX - Bridge Builder Small/Mid Cap Value Fund | 394 | 12.69 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA | 367 | 13.62 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio | 356 | 14.04 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 | 335 | 11.94 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 | 93 | 10.75 |
| GFSYX - Strategic Alternatives Fund Institutional | 0 | |
| Prelude Capital Management, Llc | 0 |
| Name | Shares | PPS |
|---|---|---|
| Prelude Capital Management, Llc |
| 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 |
|---|
| 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 | Percent Decrease |
|---|
| Name |
|---|