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 269 0.00 0.32 0.31
Previous Quarter 228 0.00 0.28 0.27

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 58 24 2 197 102 69
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 1 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 2 0 0 8 4 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 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 1,916,100 4.42 0.32 1,496,288,262 3452.44 0.32
Previous Quarter 0 0.00 0.00 1,468,455,125 3388.22 0.27

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
HLMIX - Harding Loevner International Equity Portfolio Institutional 946,288,800 0.32
VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares 654,728,252 0.32
VGTSX - Vanguard Total International Stock Index Fund Investor Shares 598,604,709 0.32
IEMG - iShares Core MSCI Emerging Markets ETF 423,095,300 0.30
GOIGX - John Hancock International Growth Fund Class A 276,928,000 0.32
GQGPX - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares 267,509,280 0.32
EEM - iShares MSCI Emerging Markets ETF 182,560,500 0.30
MEMAX - MFS Emerging Markets Equity Fund A 179,193,500 0.30
HEMZX - Virtus Vontobel Emerging Markets Opportunities Fund Class A 161,883,785 0.32
EIDO - iShares MSCI Indonesia ETF 145,196,890 0.30
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 142,362,200 0.32
ESGE - iShares ESG MSCI EM ETF 103,755,000 0.30
FGKPX - Fidelity SAI Emerging Markets Low Volatility Index Fund 101,326,300 0.32
VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares 91,262,324 0.32
GTDDX - INVESCO Developing Markets Fund Class A 81,558,500 0.32
DEM - WisdomTree Emerging Markets High Dividend Fund N/A 81,370,000 0.32
FNDE - Schwab Fundamental Emerging Markets Large Company Index ETF 81,228,528 0.30
VTRIX - Vanguard International Value Fund Investor Shares 77,847,500 0.32
FEMVX - Fidelity SAI Emerging Markets Value Index Fund 77,832,200 0.32
TEMRX - TIAA-CREF Emerging Markets Equity Fund Retail Class 75,424,600 0.29

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
HLMIX - Harding Loevner International Equity Portfolio Institutional 956,064,400 0.27
VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares 643,628,052 0.27
VGTSX - Vanguard Total International Stock Index Fund Investor Shares 600,265,909 0.27
IEMG - iShares Core MSCI Emerging Markets ETF 424,576,900 0.28
MEMAX - MFS Emerging Markets Equity Fund A 282,306,400 0.28
HEMZX - Virtus Vontobel Emerging Markets Opportunities Fund Class A 207,264,058 0.28
EEM - iShares MSCI Emerging Markets ETF 184,005,600 0.28
EIDO - iShares MSCI Indonesia ETF 144,441,690 0.28
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 121,023,000 0.27
GTDDX - INVESCO Developing Markets Fund Class A 104,477,700 0.27
TEMRX - TIAA-CREF Emerging Markets Equity Fund Retail Class 95,143,700 0.27
QCSTRX - Stock Account Class R1 89,043,501 0.29
VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares 88,013,124 0.27
FGKPX - Fidelity SAI Emerging Markets Low Volatility Index Fund 86,264,100 0.27
FNDE - Schwab Fundamental Emerging Markets Large Company Index ETF 80,772,287 0.28
VTRIX - Vanguard International Value Fund Investor Shares 79,051,800 0.27
DEM - WisdomTree Emerging Markets High Dividend Fund N/A 72,713,100 0.28
JNBAX - JPMorgan Income Builder Fund Class A 67,210,600 0.27
EMRSX - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 60,890,300 0.27
SCHE - Schwab Emerging Markets Equity ETF 60,113,063 0.28

 

Recent Quarter Analysis

Name Shares PPS
GOIGX - John Hancock International Growth Fund Class A 276,928,000 0.32
GQGPX - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares 267,509,280 0.32
DREGX - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 65,051,100 0.32
FHKFX - Fidelity Series Emerging Markets Fund 52,881,883 0.32
Zhang Song-Yi 43,259,029
Dong Jun 36,800,606
TEOOX - Transamerica Emerging Markets Opportunities R6 35,551,500 0.32
CEMVX - Causeway Emerging Markets Fund Investor Class 31,162,600 0.32
MCCGX - Emerging Markets Great Consumer Fund Class C Shares 24,215,400 0.32
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) 23,593,511 0.32
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I 18,116,700 0.32
PISEX - Columbia Pyrford International Stock Fund Class C 17,968,300 0.30
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 13,468,900 0.32
VCGEX - Emerging Economies Fund 12,485,000 0.30
VMMSX - Vanguard Emerging Markets Select Stock Fund Investor Shares 8,820,437 0.32
NUEM - Nuveen ESG Emerging Markets Equity ETF 7,654,398 0.32
RGEAX - Global Equity Fund Class A 7,563,000 0.32
JSFBX - John Hancock Seaport Long/Short Fund Class A 7,442,200 0.32
JTQAX - John Hancock ESG International Equity Fund Class A 6,802,742 0.32
AEMGX - Acadian Emerging Markets Portfolio Investor Class Shares 6,196,900 0.32
Name Shares PPS
Alpine Total Dynamic Dividend Fund 42,027,500 0.27
CSVAX - Columbia Global Dividend Opportunity Fund Class A 33,984,000 0.24
MISNX - BMO Pyrford International Stock Fund Class I 29,520,800 0.28
DNL - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 20,556,900 0.26
GMEMX - GMO Emerging Markets Fund Class II 11,059,600 0.28
Alpine Global Dynamic Dividend Fund 5,904,800 0.27
ADAVX - Aberdeen Dynamic Dividend Fund Class A 5,575,800 0.27
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 2,624,900 0.22
CIUEX - Six Circles International Unconstrained Equity Fund 2,296,100 0.22
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 2,053,300 0.22
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 915,700 0.22
ECOW - Pacer Emerging Markets Cash Cows 100 ETF 752,422 0.27
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 634,000 0.26
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 625,000 0.26
Virtu Financial LLC 30,004 0.43
O'Brien Greene & Co. Inc 28,400 0.28
StoneX Group Inc. 11,267 0.44
Squarepoint Ops LLC
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
Proequities, Inc.
Fmr Llc
Renaissance Technologies Llc
Hrt Financial Lp
Susquehanna International Group, Llp
Name Current Shares Current PPS Previous Shares Previous PPS
FNCMX - Fidelity Nasdaq Composite Index Fund 7,937 0.50 7,937 0.76
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 4,980 0.40 6,075 0.82
Name Current Shares Current PPS Previous Shares Previous PPS
HLMIX - Harding Loevner International Equity Portfolio Institutional 946,288,800 0.32 956,064,400 0.27
VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares 654,728,252 0.32 643,628,052 0.27
VGTSX - Vanguard Total International Stock Index Fund Investor Shares 598,604,709 0.32 600,265,909 0.27
IEMG - iShares Core MSCI Emerging Markets ETF 423,095,300 0.30 424,576,900 0.28
EEM - iShares MSCI Emerging Markets ETF 182,560,500 0.30 184,005,600 0.28
MEMAX - MFS Emerging Markets Equity Fund A 179,193,500 0.30 282,306,400 0.28
HEMZX - Virtus Vontobel Emerging Markets Opportunities Fund Class A 161,883,785 0.32 207,264,058 0.28
EIDO - iShares MSCI Indonesia ETF 145,196,890 0.30 144,441,690 0.28
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 142,362,200 0.32 121,023,000 0.27
ESGE - iShares ESG MSCI EM ETF 103,755,000 0.30 30,215,400 0.28
FGKPX - Fidelity SAI Emerging Markets Low Volatility Index Fund 101,326,300 0.32 86,264,100 0.27
VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares 91,262,324 0.32 88,013,124 0.27
GTDDX - INVESCO Developing Markets Fund Class A 81,558,500 0.32 104,477,700 0.27
DEM - WisdomTree Emerging Markets High Dividend Fund N/A 81,370,000 0.32 72,713,100 0.28
FNDE - Schwab Fundamental Emerging Markets Large Company Index ETF 81,228,528 0.30 80,772,287 0.28
VTRIX - Vanguard International Value Fund Investor Shares 77,847,500 0.32 79,051,800 0.27
FEMVX - Fidelity SAI Emerging Markets Value Index Fund 77,832,200 0.32 45,210,200 0.27
TEMRX - TIAA-CREF Emerging Markets Equity Fund Retail Class 75,424,600 0.29 95,143,700 0.27
SCHE - Schwab Emerging Markets Equity ETF 63,744,003 0.30 60,113,063 0.28
FSGEX - Fidelity Series Global ex U.S. Index Fund 63,196,100 0.32 54,885,100 0.27
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
ESGE - iShares ESG MSCI EM ETF 73,539,600 103,755,000 0.30 30,215,400 0.28 243.38
FEMVX - Fidelity SAI Emerging Markets Value Index Fund 32,622,000 77,832,200 0.32 45,210,200 0.27 72.16
PEIFX - PIMCO RAE Emerging Markets Fund Institutional Class 27,328,300 32,695,900 0.32 5,367,600 0.29 509.13
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 21,339,200 142,362,200 0.32 121,023,000 0.27 17.63
SIDVX - Hartford Schroders International Multi-Cap Value Fund Class A 17,060,000 33,452,700 0.32 16,392,700 0.27 104.07
FSAMX - Strategic Advisers Emerging Markets Fund 16,352,300 28,926,000 0.30 12,573,700 0.28 130.05
FGKPX - Fidelity SAI Emerging Markets Low Volatility Index Fund 15,062,200 101,326,300 0.32 86,264,100 0.27 17.46
FGOMX - Strategic Advisers Fidelity Emerging Markets Fund 14,898,148 33,691,848 0.30 18,793,700 0.28 79.27
BRXAX - MFS Blended Research International Equity Fund A 11,194,600 17,759,900 0.30 6,565,300 0.28 170.51
VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares 11,100,200 654,728,252 0.32 643,628,052 0.27 1.72
DEM - WisdomTree Emerging Markets High Dividend Fund N/A 8,656,900 81,370,000 0.32 72,713,100 0.28 11.91
CBHAX - Victory Market Neutral Income Fund Class A 8,460,300 21,640,600 0.32 13,180,300 0.29 64.19
JEMA - JPMorgan Emerging Markets Equity Core ETF 8,317,200 13,009,000 0.32 4,691,800 0.27 177.27
FSGEX - Fidelity Series Global ex U.S. Index Fund 8,311,000 63,196,100 0.32 54,885,100 0.27 15.14
SPEM - SPDR(R) Portfolio Emerging Markets ETF 7,194,300 51,071,000 0.32 43,876,700 0.28 16.40
FPADX - Fidelity Emerging Markets Index Fund 5,976,000 42,610,700 0.32 36,634,700 0.27 16.31
FERGX - Fidelity SAI Emerging Markets Index Fund 5,514,100 29,015,565 0.32 23,501,465 0.27 23.46
EMXC - iShares MSCI Emerging Markets ex China ETF 5,404,300 23,260,200 0.30 17,855,900 0.28 30.27
TEQKX - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 4,409,300 36,322,983 0.32 31,913,683 0.27 13.82
VIHAX - Vanguard International High Dividend Yield Index Fund Admiral Shares 4,217,000 17,397,200 0.32 13,180,200 0.27 31.99
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
MEMAX - MFS Emerging Markets Equity Fund A 103,112,900 179,193,500 0.30 282,306,400 0.28 -36.53
QCSTRX - Stock Account Class R1 54,377,800 34,665,701 0.32 89,043,501 0.29 -61.07
HEMZX - Virtus Vontobel Emerging Markets Opportunities Fund Class A 45,380,273 161,883,785 0.32 207,264,058 0.28 -21.89
ASIAX - INVESCO Asia Pacific Growth Fund Class A 25,523,400 23,918,700 0.32 49,442,100 0.27 -51.62
GTDDX - INVESCO Developing Markets Fund Class A 22,919,200 81,558,500 0.32 104,477,700 0.27 -21.94
TEMRX - TIAA-CREF Emerging Markets Equity Fund Retail Class 19,719,100 75,424,600 0.29 95,143,700 0.27 -20.73
JNBAX - JPMorgan Income Builder Fund Class A 10,158,800 57,051,800 0.32 67,210,600 0.27 -15.11
EMRSX - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 10,130,300 50,760,000 0.32 60,890,300 0.27 -16.64
HLMIX - Harding Loevner International Equity Portfolio Institutional 9,775,600 946,288,800 0.32 956,064,400 0.27 -1.02
REMSX - Emerging Markets Fund Class S 8,262,700 3,952,800 0.32 12,215,500 0.27 -67.64
Dfa Investment Trust Co - The Emerging Markets Series 6,702,400 22,978,700 0.32 29,681,100 0.27 -22.58
PXH - Invesco FTSE RAFI Emerging Markets ETF 6,670,631 13,360,540 0.32 20,031,171 0.27 -33.30
AAXJ - iShares MSCI All Country Asia ex Japan ETF 6,004,400 30,865,600 0.32 36,870,000 0.27 -16.29
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 5,126,300 12,360,000 0.32 17,486,300 0.28 -29.32
EQIAX - Wells Fargo Emerging Markets Equity Income Fund Class A 4,845,350 9,992,650 0.32 14,838,000 0.27 -32.66
RTNAX - Tax-Managed International Equity Fund Class A 4,740,650 5,825,410 0.32 10,566,060 0.27 -44.87
VIDI - Vident International Equity Fund 3,512,100 7,044,200 0.30 10,556,300 0.28 -33.27
SIEMX - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 2,427,700 19,000,900 0.32 21,428,600 0.28 -11.33
GIMFX - GMO Implementation Fund 2,112,132 3,082,868 0.30 5,195,000 0.28 -40.66
VGTSX - Vanguard Total International Stock Index Fund Investor Shares 1,661,200 598,604,709 0.32 600,265,909 0.27 -0.28
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
PISEX - Columbia Pyrford International Stock Fund Class C 17,968,300 0.30
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 1,332,600 0.29
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
MEMAX - MFS Emerging Markets Equity Fund A 179,193,500 0.30 282,306,400 0.28
FNDE - Schwab Fundamental Emerging Markets Large Company Index ETF 81,228,528 0.30 80,772,287 0.28
SCHE - Schwab Emerging Markets Equity ETF 63,744,003 0.30 60,113,063 0.28
BRXAX - MFS Blended Research International Equity Fund A 17,759,900 0.30 6,565,300 0.28
BRKAX - MFS Blended Research Emerging Markets Equity Fund A 2,001,300 0.30 2,447,900 0.28
DBEM - Xtrackers MSCI Emerging Markets Hedged Equity ETF 694,414 0.30 698,598 0.28
DBAW - Xtrackers MSCI All World ex US Hedged Equity ETF 315,700 0.29 271,038 0.28
HDAW - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 149,272 0.29 274,169 0.28
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
BRXAX - MFS Blended Research International Equity Fund A 11,194,600 17,759,900 0.30 6,565,300 0.28 170.51
SCHE - Schwab Emerging Markets Equity ETF 3,630,940 63,744,003 0.30 60,113,063 0.28 6.04
FNDE - Schwab Fundamental Emerging Markets Large Company Index ETF 456,241 81,228,528 0.30 80,772,287 0.28 0.56
DBAW - Xtrackers MSCI All World ex US Hedged Equity ETF 44,662 315,700 0.29 271,038 0.28 16.48
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
MEMAX - MFS Emerging Markets Equity Fund A 103,112,900 179,193,500 0.30 282,306,400 0.28 -36.53
BRKAX - MFS Blended Research Emerging Markets Equity Fund A 446,600 2,001,300 0.30 2,447,900 0.28 -18.24
HDAW - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 124,897 149,272 0.29 274,169 0.28 -45.55
DBEM - Xtrackers MSCI Emerging Markets Hedged Equity ETF 4,184 694,414 0.30 698,598 0.28 -0.60
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