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 52 21.00 20.49 20.29
Previous Quarter 58 22.00 20.51 20.89

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 0 17 6 0 4 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 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 0 1 1 0 1 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 170,048,430 157.10 0.02 0 0.00 0.00
Previous Quarter 163,646 0.15 20.50 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
BlackRock Inc. 169,884,784
Renaissance Technologies Llc 362,319 20.50
BlackRock Inc. 163,646 20.50
Arrowstreet Capital, Limited Partnership 79,993 20.50
Jane Street Group, Llc 46,056 20.50
Dimensional Fund Advisors Lp 42,513 20.51
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class 29,243 18.43
Natixis Advisors, L.p. 27,750 20.50
Cambria Investment Management, L.P. 21,276 20.49
EYLD - Cambria Emerging Shareholder Yield ETF 21,276 18.42
Veriti Management LLC 17,196 16.92
Millennium Management Llc 14,863 20.52
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 13,270 18.46
Parametric Portfolio Associates Llc 12,583 20.50
Schonfeld Strategic Advisors LLC 10,300 20.49
Barclays Plc 7,600 20.53
Signaturefd, Llc 7,047 20.43
Bank Of America Corp /de/ 5,141 20.42
Employees Retirement System of Texas 4,400 20.45
AVEM - Avantis Emerging Markets Equity ETF 3,184 21.67

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
Renaissance Technologies Llc 362,319 20.50
BlackRock Inc. 163,646 20.50
Arrowstreet Capital, Limited Partnership 79,993 20.50
Jane Street Group, Llc 46,056 20.50
Dimensional Fund Advisors Lp 42,513 20.51
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class 29,243 22.88
Natixis Advisors, L.p. 27,750 20.50
Cambria Investment Management, L.P. 21,276 20.49
EYLD - Cambria Emerging Shareholder Yield ETF 18,532 22.88
DAINX - Dunham International Stock Fund Class A 15,771 22.89
Millennium Management Llc 14,863 20.52
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 13,270 22.83
Veriti Management LLC 13,164 20.51
Parametric Portfolio Associates Llc 12,583 20.50
Schonfeld Strategic Advisors LLC 10,300 20.49
Barclays Plc 7,600 20.53
Signaturefd, Llc 7,047 20.43
Aaron Wealth Advisors LLC 6,006 48.78
Bank Of America Corp /de/ 5,141 20.42
Employees Retirement System of Texas 4,400 20.45

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
DAINX - Dunham International Stock Fund Class A 15,771 22.89
Aaron Wealth Advisors LLC 6,006 48.78
Advisory Services Network, LLC
Citigroup Inc
Berman Capital Advisors, LLC
Global Retirement Partners, LLC
Guggenheim Capital Llc
Acadian Asset Management Llc
Snowden Capital Advisors LLC
Citadel Advisors Llc
Cornerstone Advisory, LLC
Tower Research Capital LLC (TRC)
LPL Financial LLC
O'shaughnessy Asset Management, Llc
Weaver C. Barksdale & Associates, Inc.
Eagle Bay Advisors LLC
Toronto Dominion Bank
Name Current Shares Current PPS Previous Shares Previous PPS
BlackRock Inc. 169,884,784 163,646 20.50
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class 29,243 18.43 29,243 22.88
EYLD - Cambria Emerging Shareholder Yield ETF 21,276 18.42 18,532 22.88
Veriti Management LLC 17,196 16.92 13,164 20.51
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 13,270 18.46 13,270 22.83
UGPIX - UltraChina ProFund Investor Class 1,597 18.16 1,481 22.96
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
BlackRock Inc. 169,721,138 169,884,784 163,646 20.50 103712.37
Veriti Management LLC 4,032 17,196 16.92 13,164 20.51 30.63
EYLD - Cambria Emerging Shareholder Yield ETF 2,744 21,276 18.42 18,532 22.88 14.81
UGPIX - UltraChina ProFund Investor Class 116 1,597 18.16 1,481 22.96 7.83
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
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
Name Shares PPS
Aaron Wealth Advisors LLC 6,006 48.78
Name Current Shares Current PPS Previous Shares Previous PPS
Veriti Management LLC 17,196 16.92 13,164 20.51
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Veriti Management LLC 4,032 17,196 16.92 13,164 20.51 30.63
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