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 201 3.00 2.47 2.54
Previous Quarter 0 0.00 0.00 0.00

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 182 30 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 3 1 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 10 1 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 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 4,705,162 1.36 2.47 7,961,549 2.31 2.47
Previous Quarter 0 0.00 0.00 0 0.00 0.00

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
ARNOLD JEFFREY T 40,739,194
Chadwick John Huston 36,857,499
HEARST COMMUNICATIONS INC 17,046,462
Ameriprise Financial Inc 9,049,018 2.47
Spring Creek Capital Llc 9,000,000 2.47
AMERIPRISE FINANCIAL INC 8,432,959
Wells Fargo & Company/mn 7,659,900 2.47
CGOAX - Columbia Small Cap Growth Fund I Class A 4,887,545 2.79
BlackRock Inc. 4,705,162 2.47
Vanguard Group Inc 4,010,017 2.47
VEXMX - Vanguard Extended Market Index Fund Investor Shares 3,908,115 2.47
Palisade Capital Management Llc/nj 3,762,099 2.47
Millennium Management Llc 2,771,512 2.47
Geode Capital Management, Llc 2,675,524 2.47
Senvest Management, LLC 2,299,784 2.47
Cannell Peter B & Co Inc 2,244,444 2.47
Susquehanna International Group, Llp 1,765,547 2.47
CSMIX - Columbia Small Cap Value Fund I Class A 1,638,027 2.74
FSMAX - Fidelity Extended Market Index Fund 1,560,012 3.05
Charles Schwab Investment Management Inc 1,454,392 2.47

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

 

Recent Quarter Analysis

Name Shares PPS
ARNOLD JEFFREY T 40,739,194
Chadwick John Huston 36,857,499
HEARST COMMUNICATIONS INC 17,046,462
Ameriprise Financial Inc 9,049,018 2.47
Spring Creek Capital Llc 9,000,000 2.47
AMERIPRISE FINANCIAL INC 8,432,959
Wells Fargo & Company/mn 7,659,900 2.47
CGOAX - Columbia Small Cap Growth Fund I Class A 4,887,545 2.79
BlackRock Inc. 4,705,162 2.47
Vanguard Group Inc 4,010,017 2.47
VEXMX - Vanguard Extended Market Index Fund Investor Shares 3,908,115 2.47
Palisade Capital Management Llc/nj 3,762,099 2.47
Millennium Management Llc 2,771,512 2.47
Geode Capital Management, Llc 2,675,524 2.47
Senvest Management, LLC 2,299,784 2.47
Cannell Peter B & Co Inc 2,244,444 2.47
Susquehanna International Group, Llp 1,765,547 2.47
CSMIX - Columbia Small Cap Value Fund I Class A 1,638,027 2.74
FSMAX - Fidelity Extended Market Index Fund 1,560,012 3.05
Charles Schwab Investment Management Inc 1,454,392 2.47
Name Shares PPS
Blackstone Group Inc
Signature Wealth Management Partners, LLC
Integrity Capital Management (HK) Ltd
LMR Partners LLP
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
Fox Run Management, L.l.c.
VBINX - Vanguard Balanced Index Fund Investor Shares
Kestra Advisory Services, LLC
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
TCI Wealth Advisors, Inc.
Wellington Management Group Llp
Washington Harbour Partners LP
Trexquant Investment LP
Ubs Oconnor Llc
Gerber Kawasaki Wealth & Investment Management
Berkley W R Corp
Wolverine Trading, Llc
Wolverine Trading, Llc
HIACX - Hartford Capital Appreciation Hls Fund Ia
Luxor Capital Group, LP
Ionic Capital Management LLC
Sculptor Capital LP
Arrowstreet Capital, Limited Partnership
Engineers Gate Manager LP
Krs Capital Management, Llc
Alyeska Investment Group, L.P.
Sculptor Capital LP
Gw Henssler & Associates Ltd
Captrust Financial Advisors
Wolverine Trading, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Caption Management, LLC 500,000
PEAK6 Investments LLC 50,000
Cutler Group LP 5,100
Name Current Calls
Ionic Capital Management LLC 0
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

Past Week Analysis

Name Shares PPS
CGOAX - Columbia Small Cap Growth Fund I Class A 4,887,545 2.79
SCHA - Schwab U.S. Small-Cap ETF 1,152,938 2.79
CTCAX - Columbia Global Technology Growth Fund Class A 703,048 2.79
SCHB - Schwab U.S. Broad Market ETF 143,674 2.79
Truist Financial Corp 141,300 1.58
Strs Ohio 14,300 1.54
Sandy Spring Bank 5,000 1.60
Umb Bank N A/mo 500 2.00
American Research & Management Co. 30
Kestra Advisory Services, LLC 0
Name Shares PPS
Kestra Advisory Services, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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