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 260 2.00 1.79 1.92
Previous Quarter 275 2.00 1.79 1.97

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 65 26 6 7 10
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 2 2 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 1 0 5 1 3 2
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 28,673,772 2.14 1.79 48,440,196 3.61 1.90
Previous Quarter 28,477,250 2.13 1.80 48,488,486 3.62 2.48

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
Wang Ying Kate 843,107,560
Deep Technology Linkage Fund L.P. 140,778,031
IDG China Venture Capital Fund V Associates L.P. 60,068,870 2.13
Wildcat Capital Management, LLC 30,893,022 1.79
Apoletto Ltd 28,650,928 1.79
BlackRock Inc. 28,218,391 1.79
Vanguard Group Inc 27,034,486 1.79
SC CHINA HOLDING Ltd 15,144,137 1.79
VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares 10,326,784 2.03
VGTSX - Vanguard Total International Stock Index Fund Investor Shares 9,354,042 2.03
State Street Corp 9,035,181 1.79
Yong Rong (HK) Asset Management Ltd 7,630,000 1.79
Morgan Stanley 7,500,096 1.79
Barclays Plc 5,405,673 1.79
IEMG - iShares Core MSCI Emerging Markets ETF 5,331,387 3.08
Millennium Management Llc 5,036,419 1.79
Fmr Llc 4,755,587 1.79
Franchise Capital Ltd 3,907,100 1.79
Vista Wealth Management Group, LLC 3,163,367 1.95
Oasis Management Co Ltd. 3,035,637 1.79

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
IDG China Venture Capital Fund V Associates L.P. 60,068,870 1.79
Wildcat Capital Management, LLC 30,893,022 1.79
Apoletto Ltd 28,650,928 1.79
BlackRock Inc. 28,218,391 1.79
Vanguard Group Inc 27,034,486 1.79
SC CHINA HOLDING Ltd 15,144,137 1.79
VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares 10,201,996 3.35
VGTSX - Vanguard Total International Stock Index Fund Investor Shares 9,527,120 3.35
State Street Corp 9,035,181 1.79
Yong Rong (HK) Asset Management Ltd 7,630,000 1.79
Morgan Stanley 7,500,096 1.79
Barclays Plc 5,405,673 1.79
IEMG - iShares Core MSCI Emerging Markets ETF 5,331,387 3.08
Millennium Management Llc 5,036,419 1.79
Fmr Llc 4,755,587 1.79
Franchise Capital Ltd 3,907,100 1.79
Vista Wealth Management Group, LLC 3,125,244 1.79
Oasis Management Co Ltd. 3,035,637 1.79
Legal & General Group Plc 3,019,362 1.79
Bank Of America Corp /de/ 3,004,917 1.79

 

Recent Quarter Analysis

Name Shares PPS
Wang Ying Kate 843,107,560
Deep Technology Linkage Fund L.P. 140,778,031
HERIX - Hartford Emerging Markets Equity Fund Class I 1,089,039 2.03
TEQKX - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 458,325 2.03
GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 51,729 2.03
Umb Bank N A/mo 778 2.57
Allworth Financial LP 258 3.88
Name Shares PPS
Hsbc Holdings Plc 1,754,941 1.79
CIF Asset Management Ltd 977,400 4.52
TEQKX - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 458,325 3.35
Renaissance Capital LLC 228,889 1.79
Bluefin Capital Management, Llc 125,800 0.07
Jefferies Group LLC 25,000 1.80
Jefferies Group LLC 25,000 1.80
HAP Trading, LLC 20,300 2.36
XR Securities LLC 10,100 0.89
Berman Capital Advisors, LLC 132
Walleye Trading LLC
Meridian Wealth Partners, LLC
Taikang Asset Management (Hong Kong) Co Ltd
CIUEX - Six Circles International Unconstrained Equity Fund
TT International Asset Management LTD
Allianz Asset Management GmbH
Ubs Oconnor Llc
Jericho Capital Asset Management L.P.
Principal Financial Group Inc
Compagnie Lombard Odier SCmA
Bridgefront Capital, LLC
Schonfeld Strategic Advisors LLC
Advisory Services Network, LLC
BRILLIANCE ASSET MANAGEMENT Ltd
Long Corridor Asset Management Ltd
Dynamic Technology Lab Private Ltd
Shell Asset Management Co
Atticus Wealth Management, Llc
Walleye Trading LLC
Engineers Gate Manager LP
Discovery Value Fund
Quantbot Technologies LP
Lazard Asset Management Llc
Trikon Asset Management Ltd
Ubs Oconnor Llc
Los Angeles Capital Management Llc
Norges Bank
Prime Capital Management Co Ltd
Seven Eight Capital, Lp
Anatole Investment Management Ltd
Natixis
Prelude Capital Management, Llc
Schroder Investment Management Group
Indus Capital Partners, Llc
Laurion Capital Management LP
Belvedere Trading LLC
PEAK6 Investments LLC
Glassman Wealth Services
KEYWISE CAPITAL MANAGEMENT (HK) Ltd
WT Asset Management Ltd
Dimension Capital Management Llc
Marshall Wace, Llp
Coatue Management Llc
Himension Fund
Botty Investors LLC
Hidden Lake Asset Management LP
Federated Hermes, Inc.
Ocean Arete Ltd
State of Wyoming
QCM Cayman, Ltd.
Acadian Asset Management Llc
Aigen Investment Management, Lp
Jasper Ridge Partners, L.P.
Ghisallo Capital Management LLC
Paloma Partners Management Co
Name Current Shares Current PPS Previous Shares Previous PPS
VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares 10,326,784 2.03 10,201,996 3.35
VGTSX - Vanguard Total International Stock Index Fund Investor Shares 9,354,042 2.03 9,527,120 3.35
VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares 1,403,541 2.03 1,403,541 3.35
SCHE - Schwab Emerging Markets Equity ETF 1,012,726 1.98 968,185 3.08
FSEAX - Fidelity Emerging Asia Fund 746,592 2.03 746,592 3.35
FSGEX - Fidelity Series Global ex U.S. Index Fund 719,754 2.03 738,202 3.35
IXUS - iShares Core MSCI Total International Stock ETF 561,450 2.03 509,416 3.35
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 450,186 1.98 253,664 3.08
FPADX - Fidelity Emerging Markets Index Fund 431,441 2.03 535,652 3.35
AAXJ - iShares MSCI All Country Asia ex Japan ETF 357,984 2.03 413,603 3.35
FEAAX - Fidelity Advisor Emerging Asia Fund Class A 350,399 2.03 380,402 3.35
FERGX - Fidelity SAI Emerging Markets Index Fund 330,532 2.03 333,896 3.35
VT - Vanguard Total World Stock Index Fund ETF Shares 321,343 2.03 321,343 3.35
FTIHX - Fidelity Total International Index Fund 196,593 2.03 196,593 3.35
FSGGX - Fidelity Global ex U.S. Index Fund 196,493 2.03 196,493 3.35
ACWI - iShares MSCI ACWI ETF 190,008 2.03 175,002 3.35
ACWX - iShares MSCI ACWI ex U.S. ETF 109,399 2.03 118,131 3.35
FZROX - Fidelity ZERO Total Market Index Fund 76,338 2.03 76,338 3.35
CHIS - Global X MSCI China Consumer Staples ETF 49,696 2.03 49,696 3.34
FITFX - Fidelity Flex International Index Fund 28,531 2.03 28,531 3.36
Name Current Shares Current PPS Previous Shares Previous PPS
IDG China Venture Capital Fund V Associates L.P. 60,068,870 2.13 60,068,870 1.79
Vista Wealth Management Group, LLC 3,163,367 1.95 3,125,244 1.79
Neumann Advisory Hong Kong Ltd 100,000 2.13 100,000 1.79
IFM Investors Pty Ltd 32,551 2.12 32,551 1.78
Ridgewood Investments LLC 16,000 2.12 16,000 1.81
Sumitomo Mitsui DS Asset Management Company, Ltd 10,343 2.13 10,343 1.84
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 196,522 450,186 1.98 253,664 3.08 77.47
VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares 124,788 10,326,784 2.03 10,201,996 3.35 1.22
IXUS - iShares Core MSCI Total International Stock ETF 52,034 561,450 2.03 509,416 3.35 10.21
SCHE - Schwab Emerging Markets Equity ETF 44,541 1,012,726 1.98 968,185 3.08 4.60
Vista Wealth Management Group, LLC 38,123 3,163,367 1.95 3,125,244 1.79 1.22
ACWI - iShares MSCI ACWI ETF 15,006 190,008 2.03 175,002 3.35 8.57
DBAW - Xtrackers MSCI All World ex US Hedged Equity ETF 264 4,342 2.07 4,078 3.19 6.47
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
VGTSX - Vanguard Total International Stock Index Fund Investor Shares 173,078 9,354,042 2.03 9,527,120 3.35 -1.82
FPADX - Fidelity Emerging Markets Index Fund 104,211 431,441 2.03 535,652 3.35 -19.45
AAXJ - iShares MSCI All Country Asia ex Japan ETF 55,619 357,984 2.03 413,603 3.35 -13.45
FEAAX - Fidelity Advisor Emerging Asia Fund Class A 30,003 350,399 2.03 380,402 3.35 -7.89
FSGEX - Fidelity Series Global ex U.S. Index Fund 18,448 719,754 2.03 738,202 3.35 -2.50
ACWX - iShares MSCI ACWI ex U.S. ETF 8,732 109,399 2.03 118,131 3.35 -7.39
FERGX - Fidelity SAI Emerging Markets Index Fund 3,364 330,532 2.03 333,896 3.35 -1.01
CN - Xtrackers MSCI All China Equity ETF 240 1,434 2.09 1,674 2.99 -14.34
DBEM - Xtrackers MSCI Emerging Markets Hedged Equity ETF 106 8,690 1.96 8,796 3.07 -1.21
PBEE - Invesco PureBeta FTSE Emerging Markets ETF 9 1,182 1.69 1,191 3.36 -0.76
Name Current Puts
Name Current Calls
Name
Name Previous Puts
XR Securities LLC 10,100
Walleye Trading LLC 0
Name Previous Calls
Ubs Oconnor Llc 0
Proequities, Inc. 0
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

Past Week Analysis

Name Shares PPS
Umb Bank N A/mo 778 2.57
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
SCHE - Schwab Emerging Markets Equity ETF 1,012,726 1.98 968,185 3.08
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 450,186 1.98 253,664 3.08
DBEM - Xtrackers MSCI Emerging Markets Hedged Equity ETF 8,690 1.96 8,796 3.07
DBAW - Xtrackers MSCI All World ex US Hedged Equity ETF 4,342 2.07 4,078 3.19
CN - Xtrackers MSCI All China Equity ETF 1,434 2.09 1,674 2.99
Name Current Shares Current PPS Previous Shares Previous PPS
IDG China Venture Capital Fund V Associates L.P. 60,068,870 2.13 60,068,870 1.79
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 196,522 450,186 1.98 253,664 3.08 77.47
SCHE - Schwab Emerging Markets Equity ETF 44,541 1,012,726 1.98 968,185 3.08 4.60
DBAW - Xtrackers MSCI All World ex US Hedged Equity ETF 264 4,342 2.07 4,078 3.19 6.47
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
CN - Xtrackers MSCI All China Equity ETF 240 1,434 2.09 1,674 2.99 -14.34
DBEM - Xtrackers MSCI Emerging Markets Hedged Equity ETF 106 8,690 1.96 8,796 3.07 -1.21
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