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.
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.
Recent Quarter 118 New Institutes added
position
| Name |
Shares |
PPS |
| Canada Pension Plan Investment Board |
64,867,691
|
8.22 |
| Goldman Sachs Group Inc |
11,650,143
|
8.22 |
| Zimmer Partners, LP |
10,860,519
|
8.22 |
| BlackRock Inc. |
7,621,173
|
8.22 |
| Standard Life Aberdeen plc |
4,820,270
|
7.88 |
| Adage Capital Partners Gp, L.l.c. |
3,085,217
|
8.22 |
| Tortoise Capital Advisors, L.l.c. |
2,988,017
|
8.22 |
| Invesco Ltd. |
2,946,734
|
8.22 |
| Oxbow Capital Management (HK) Ltd |
2,786,651
|
8.22 |
| First Trust Advisors Lp |
2,738,862
|
8.22 |
| MSD Partners, L.P. |
2,609,099
|
8.22 |
| PBW - Invesco WilderHill Clean Energy ETF |
2,257,772
|
7.98 |
| QCLN - First Trust Nasdaq Clean Edge Green Energy Index Fund |
1,956,152
|
8.22 |
| Kayne Anderson Capital Advisors Lp |
1,895,625
|
8.22 |
| ECOAX - Ecofin Global Renewables Infrastructure Fund A Class |
1,794,198
|
7.00 |
| Weiss Asset Management LP |
1,581,790
|
8.22 |
| Rubric Capital Management LP |
1,121,666
|
8.22 |
| Lion Point Capital, LP |
1,000,000
|
8.22 |
| Scopus Asset Management, L.p. |
825,000
|
8.22 |
| Public Sector Pension Investment Board |
772,577
|
8.22 |
Recent Quarter 27 Institutes closed out
their
positions
| Name |
Shares |
PPS |
| Millennium Management Llc |
|
| Wolverine Trading, Llc |
|
| Cohanzick Management, Llc |
|
| Ubs Oconnor Llc |
|
| Bbr Partners, Llc |
|
| Ghisallo Capital Management LLC |
|
| Thunderbird Partners Llp |
|
| Cohen & Co Financial Management, LLC |
|
| Bluefin Capital Management, Llc |
|
| SG3 Management, LLC |
|
| Southpoint Capital Advisors LP |
|
| Acadian Asset Management Llc |
|
| Linden Advisors Lp |
|
| Walleye Capital LLC |
|
| Dupont Capital Management Corp |
|
| Shay Capital LLC |
|
| Sylebra Capital Ltd |
|
| Alyeska Investment Group, L.P. |
|
| Jefferies Group LLC |
|
| Advisor Group Holdings, Inc. |
|
| Russell Investments Group, Ltd. |
|
| Occudo Quantitative Strategies Lp |
|
| Central Asset Investments & Management Holdings (HK) Ltd |
|
| Wolverine Asset Management Llc |
|
| Wolverine Trading, Llc |
|
| Alta Fundamental Advisers LLC |
|
| Millennium Management Llc |
|
Recent Quarter 0 Institutes
averaged
down
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Recent Quarter 0 Institutes averaged
Up
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Recent Quarter 0 Institutes
Increased
Positions
| Name |
Shares Added |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Increase |
Recent Quarter 0 Institutes
Decreased
Positions
| Name |
Reduced Shares |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Decrease |
Recent Quarter 5 New Institutes added
Put
Positions
| Name |
Current Puts |
| Citigroup Inc |
1,500,000
|
| Caption Management, LLC |
1,100,000
|
| HAP Trading, LLC |
80,000
|
| Walleye Capital LLC |
0
|
| Cohen & Co Financial Management, LLC |
0
|
Recent Quarter 5 New Institutes added
Call
Positions
| Name |
Current Calls |
| Antara Capital LP |
3,500,000
|
| UBS Group AG |
220,000
|
| Citadel Advisors Llc |
172,100
|
| Cutler Group LP |
53,100
|
| Jane Street Group, Llc |
34,100
|
Recent Quarter 1 New Institutes added
Short Position
| Name |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
Recent Quarter 0 Previous Institutes
closed Put
Positions
Recent Quarter 0 Previous
Institutes closed Call
Positions
Recent Quarter 0 Previous
Institutes closed Short Position
Past Week 6 New Institutes added
position
| Name |
Shares |
PPS |
| ECOAX - Ecofin Global Renewables Infrastructure Fund A Class |
1,794,198
|
7.00 |
| Cushing Renaissance Fund |
125,000
|
7.00 |
| NXGAX - Cushing NextGen Infrastructure Fund Class A Shares |
110,076
|
7.00 |
| CGCAX - Global Clean Equity Fund Class A Shares |
63,257
|
7.00 |
| DGFFX - Destinations Global Fixed Income Opportunities Fund Class I |
42,400
|
7.00 |
| Hexagon Capital Partners LLC |
51
|
|
Past Week 0 Institutes closed out their
positions
Past Week 0 Institutes averaged
down
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Past Week 0 Institutes averaged
Up
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Past Week 0 Institutes Increased
Positions
| Name |
Shares Added |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Increase |
Past Week 0 Institutes Decreased
Positions
| Name |
Reduced Shares |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Decrease |
Past Week 0 New Institutes added Put
Positions
Past Week 0 New Institutes added Call
Positions
Past Week 0 New Institutes added Short
Position
Past Week 0 Previous Institutes closed
Put
Positions
Past Week 0 Previous Institutes closed
Call
Positions
Past Week 0 Previous Institutes closed
Short Position
Past Week 0 Institutes Increased
Puts
| Name |
Increased Puts |
Current Puts |
Previous Puts |
Percentage Increase |
Past Week 0 Institutes Increased
Calls
| Name |
Increased Calls |
Current Calls |
Previous Calls |
Percentage Increase |
Recent Quarter 0 Institutes Increased
Short Positions
Past Week 0 Institutes Reduced Puts
| Name |
Reduced Puts |
Current Puts |
Previous Puts |
Percent Decrease |
Past Week 0 Institutes Reduced
Calls
| Name |
Reduced Calls |
Current Calls |
Previous Calls |
Percent Decrease |
Past Week 0 Institutes Reduced Short
Positions