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 138 8.00 8.80 8.43
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 116 29 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 4 4 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 4 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 352,803 0.22 8.80 0 0.00 0.00
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
Koch Industries Inc 13,480,083 8.80
KSP Standard Lithium Investments, LLC 13,480,083
Van Eck Associates Corp 6,518,975 8.80
REMX - VanEck Vectors Rare Earth/Strategic Metals ETF 5,873,638 8.80
Mirae Asset Global Investments Co., Ltd. 4,654,392 8.91
LIT - Global X Lithium & Battery Tech ETF 2,905,322 6.45
BNP Paribas Asset Management Holding S.A. 2,637,970 8.80
Invesco Ltd. 2,475,760 8.80
PBW - Invesco WilderHill Clean Energy ETF 2,409,405 6.22
DRIV - Global X Autonomous & Electric Vehicles ETF 1,813,784 6.58
Morgan Stanley 1,209,168 8.80
D. E. Shaw & Co., Inc. 623,495 8.80
Lonestar Capital Management LLC 600,000 8.80
Susquehanna International Group, Llp 387,709 8.80
BlackRock Inc. 352,803 8.80
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 335,566 8.90
Citadel Advisors Llc 319,600 8.80
Marshall Wace, Llp 287,714 8.80
NewGen Asset Management Ltd 250,000 8.80
Jane Street Group, Llc 236,100 8.63

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
Koch Industries Inc 13,480,083 8.80
KSP Standard Lithium Investments, LLC 13,480,083
Van Eck Associates Corp 6,518,975 8.80
REMX - VanEck Vectors Rare Earth/Strategic Metals ETF 5,873,638 8.80
Mirae Asset Global Investments Co., Ltd. 4,654,392 8.91
LIT - Global X Lithium & Battery Tech ETF 2,905,322 6.45
BNP Paribas Asset Management Holding S.A. 2,637,970 8.80
Invesco Ltd. 2,475,760 8.80
PBW - Invesco WilderHill Clean Energy ETF 2,409,405 6.22
DRIV - Global X Autonomous & Electric Vehicles ETF 1,813,784 6.58
Morgan Stanley 1,209,168 8.80
D. E. Shaw & Co., Inc. 623,495 8.80
Lonestar Capital Management LLC 600,000 8.80
Susquehanna International Group, Llp 387,709 8.80
BlackRock Inc. 352,803 8.80
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 335,566 8.90
Marshall Wace, Llp 287,714 8.80
NewGen Asset Management Ltd 250,000 8.80
Jpmorgan Chase & Co 216,460 8.80
Bank Of America Corp /de/ 197,260 8.80
Name Shares PPS
Beck Capital Management, Llc
LPL Financial LLC
Cwm, Llc
Waypoint Capital Advisors, LLC
CoreCap Advisors, LLC
Snowden Capital Advisors LLC
National Bank Of Canada /fi/
Balyasny Asset Management Llc
Kestra Advisory Services, LLC
Koshinski Asset Management, Inc.
Point72 Asset Management, L.P.
Jacobi Capital Management LLC
PSPFX - Global Resources Fund
Farmers & Merchants Investments Inc
Alpine Global Management, LLC
Engineers Gate Manager LP
Graham Capital Management, L.P.
Money Concepts Capital Corp
Bivin & Associates, Inc.
Group One Trading, L.p.
Atom Investors LP
Kercheville Advisors, LLC
Bank Julius Baer & Co. Ltd, Zurich
National Asset Management, Inc.
TAP Consulting, LLC
Concord Wealth Partners
Ergoteles LLC
U S Global Investors Inc
Goldman Sachs Group Inc
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
Citadel Advisors Llc 319,600
Jane Street Group, Llc 236,100
Wolverine Trading, Llc 75,400
Cutler Group LP 17,500
Name
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class
BPRRX - Boston Partners Long/Short Research Fund Investor Class
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
Regions Financial Corp 50,000 4.24
Walker Asset Management, LLC 14,500 5.72
Spire Wealth Management 800 3.75
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