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 | 522 | 675.00 | 7.64 | 234.55 |
| Previous Quarter | 566 | 25.00 | 9.27 | 10.22 |
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 | 31 | 153 | 329 | 43 | 193 | 86 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 1 | 0 | 0 | 1 | 2 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 0 | 1 | 2 | 3 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 0 | 0 | 2 | 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 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 | 27,416,833 | 31.60 | 7.68 | 29,389,893 | 33.87 | 8.06 |
| Previous Quarter | 25,899,415 | 29.85 | 9.96 | 25,649,640 | 29.56 | 10.44 |
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. | 16,162,633 | 7.63 |
| Vanguard Group Inc | 13,657,882 | 7.63 |
| IJR - iShares Core S&P Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,402,175 | 7.63 |
| NewEdge Wealth, LLC | 4,434,303 | |
| NewEdge Wealth, LLC | 4,300,866 | 7.63 |
| VGSIX - Vanguard Real Estate Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,760,275 | 10.48 |
| State Street Corp | 3,266,631 | 7.63 |
| Goldman Sachs Group Inc | 2,713,028 | 7.63 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,432,400 | 7.63 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,432,400 | 7.63 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,122,144 | 7.63 |
| Morgan Stanley | 1,889,766 | 7.63 |
| Prudential Financial Inc | 1,678,203 | 7.63 |
| IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,617,381 | 7.63 |
| Geode Capital Management, Llc | 1,616,658 | 0.01 |
| Verition Fund Management LLC | 1,615,938 | 7.63 |
| Newtyn Management, LLC | 1,615,000 | 7.63 |
| Aristotle Capital Boston, LLC | 1,488,535 | 7.63 |
| VISVX - Vanguard Small-Cap Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,486,776 | 7.63 |
| Charles Schwab Investment Management Inc | 1,468,889 | 7.63 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| BlackRock Inc. | 14,793,882 | 9.26 |
| Vanguard Group Inc | 13,251,521 | 9.26 |
| IJR - iShares Core S&P Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,250,745 | 9.26 |
| NewEdge Wealth, LLC | 4,467,698 | 9.26 |
| VGSIX - Vanguard Real Estate Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,165,568 | 16.71 |
| State Street Corp | 2,932,796 | 9.26 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,432,400 | 9.26 |
| Verition Fund Management LLC | 2,364,348 | 9.26 |
| Morgan Stanley | 2,214,123 | 9.26 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,059,566 | 9.26 |
| Nut Tree Capital Management, LP | 2,000,000 | 9.26 |
| Citigroup Inc | 1,602,755 | 9.26 |
| Fmr Llc | 1,591,489 | 9.26 |
| Geode Capital Management, Llc | 1,554,880 | 9.26 |
| Aristotle Capital Boston, LLC | 1,525,314 | 9.26 |
| IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,495,656 | 9.26 |
| VISVX - Vanguard Small-Cap Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,403,366 | 9.26 |
| Charles Schwab Investment Management Inc | 1,294,403 | 9.26 |
| Pentwater Capital Management LP | 1,200,000 | 9.26 |
| REM - iShares Mortgage Real Estate ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,174,337 | 23.41 |
| Name | Shares | PPS |
|---|---|---|
| Capstone Investment Advisors, Llc | 700,000 | 7.63 |
| Alpine Associates Management Inc. | 498,632 | 7.63 |
| MNA - IQ Merger Arbitrage ETF | 390,084 | 10.48 |
| SCHA - Schwab U.S. Small-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 357,557 | 8.03 |
| Crystalline Management Inc. | 197,395 | 7.63 |
| Healthcare Of Ontario Pension Plan Trust Fund | 175,000 | 7.63 |
| PTMAX - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A | 86,900 | 10.48 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A | 54,698 | 7.62 |
| Steward Financial Group LLC | 38,989 | |
| GSATX - Goldman Sachs Small Cap Value Insights Fund Class A | 33,854 | 10.49 |
| Quantamental Technologies LLC | 16,794 | 7.62 |
| PIBAX - PGIM BALANCED FUND Class A | 12,350 | 7.61 |
| Tri Locum Partners LP | 11,615 | 7.66 |
| Evergreen Capital Management Llc | 11,008 | 7.63 |
| Pictet Asset Management Sa | 10,567 | |
| DHS - WisdomTree U.S. High Dividend Fund N/A | 10,535 | 7.59 |
| CIBC Asset Management Inc | 10,088 | 7.63 |
| WMMRX - Wilmington Real Asset Fund Class A Shares | 7,596 | 10.53 |
| Point72 Middle East FZE | 4,579 | 7.64 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity | 2,690 | 7.81 |
| Name | Shares | PPS |
|---|---|---|
| Verition Fund Management LLC | 2,364,348 | 9.26 |
| Nut Tree Capital Management, LP | 2,000,000 | 9.26 |
| REM - iShares Mortgage Real Estate ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,174,337 | 23.41 |
| HRSMX - Hood River Small-Cap Growth Fund Institutional Shares | 926,298 | 13.71 |
| Tudor Investment Corp Et Al | 842,747 | 9.26 |
| Jet Capital Investors L P | 475,000 | 9.26 |
| SCHA - Schwab U.S. Small-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 323,800 | 13.77 |
| D. E. Shaw & Co., Inc. | 311,873 | 9.26 |
| D. E. Shaw & Co., Inc. | 311,873 | 9.26 |
| Parametric Portfolio Associates Llc | 286,925 | 23.41 |
| Uniplan Investment Counsel, Inc. | 279,288 | 9.26 |
| Moore Capital Management, Lp | 245,000 | 9.26 |
| Fort Baker Capital Management LP | 203,410 | 9.26 |
| Susquehanna International Group, Llp | 174,800 | 9.26 |
| Alphacrest Capital Management Llc | 132,772 | 9.26 |
| Millennium Management Llc | 107,154 | 9.26 |
| Millennium Management Llc | 107,154 | 9.26 |
| Atria Wealth Solutions, Inc. | 91,468 | 9.26 |
| FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 80,416 | 17.40 |
| P Schoenfeld Asset Management Lp | 63,986 | 9.27 |
| DWAS - Invesco DWA SmallCap Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 60,628 | 17.40 |
| Wolverine Trading, Llc | 50,900 | 8.80 |
| Wolverine Trading, Llc | 50,900 | 8.80 |
| Wolverine Trading, Llc | 50,900 | 8.80 |
| LDR Capital Management LLC | 48,250 | 9.24 |
| Two Sigma Investments, Lp | 47,500 | 9.26 |
| Two Sigma Investments, Lp | 47,500 | 9.26 |
| GQRE - FlexShares Global Quality Real Estate Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46,998 | 16.83 |
| NWHDX - Nationwide Bailard Cognitive Value Fund Class A | 46,300 | 16.72 |
| Nomura Holdings Inc | 43,978 | 13.98 |
| Angeles Wealth Management, Llc | 40,774 | 9.27 |
| Ensign Peak Advisors, Inc | 38,520 | 9.27 |
| Qube Research & Technologies Ltd | 38,218 | 9.26 |
| Twinbeech Capital Lp | 37,676 | 9.26 |
| IndexIQ Advisors LLC | 37,195 | 23.42 |
| Algert Global Llc | 34,520 | 9.27 |
| Vestcor Inc | 32,028 | 9.27 |
| Amalgamated Financial Corp. | 30,889 | 23.41 |
| Los Angeles Capital Management Llc | 25,883 | 9.27 |
| Telemus Capital, Llc | 25,206 | 9.24 |
| Royal Bank Of Canada | 23,000 | 9.26 |
| ExodusPoint Capital Management, LP | 21,780 | 9.27 |
| Bayesian Capital Management, LP | 18,261 | 9.25 |
| Revolve Wealth Partners, LLC | 16,014 | 9.24 |
| Two Sigma Advisers, Lp | 12,900 | 9.22 |
| Gotham Asset Management, LLC | 12,137 | 9.23 |
| Cipher Capital LP | 11,614 | 9.30 |
| Corsair Capital Management, L.p. | 10,002 | 9.30 |
| QSMLX - AQR Small Cap Multi-Style Fund Class I | 6,192 | 13.73 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio | 5,698 | 23.34 |
| MCJAX - MM Russell 2000 Small Cap Index Fund Class A | 5,389 | 23.38 |
| AAHYX - Thrivent Diversified Income Plus Fund Class A | 4,566 | 23.43 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 3,425 | 23.36 |
| Macquarie Group Ltd | 2,542 | 13.38 |
| GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares | 1,610 | 23.60 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | 1,540 | 23.38 |
| HCCEX - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares | 566 | 14.13 |
| Fieldpoint Private Securities, LLC | 550 | 14.55 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A | 422 | 23.70 |
| Trust Co Of Vermont | 400 | 10.00 |
| Smithfield Trust Co | 365 | 8.22 |
| Wunderlich Securities, Inc. | 361 | 5096.95 |
| FTDS - First Trust Total US Market AlphaDEX ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 290 | 24.14 |
| Meeder Asset Management Inc | 289 | 10.38 |
| AFSM - First Trust Active Factor Small Cap ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 266 | 18.80 |
| PLTL - Principal U.S. Small-Cap Adaptive Multi-Factor ETF | 266 | 15.04 |
| Private Capital Group, LLC | 230 | 13.04 |
| Evoke Wealth, Llc | 224 | |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A | 185 | 21.62 |
| TMLDX - Thrivent Multidimensional Income Fund Class S | 160 | 25.00 |
| Guardian Wealth Advisors, LLC | 136 | 7.35 |
| DMRS - DeltaShares S&P 600 Managed Risk ETF | 130 | 23.08 |
| Clear Street Markets Llc | 100 | 10.00 |
| MRJIX - Real Assets Portfolio Class I | 100 | 10.00 |
| Sageworth Trust Co | 92 | 10.87 |
| Global Retirement Partners, LLC | 28 | |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity | 18 | |
| Monetary Management Group Inc | ||
| SSCYX - Small Capitalization Portfolio Class A | ||
| Boussard & Gavaudan Investment Management LLP | ||
| Tarbox Family Office, Inc. | ||
| Stifel Financial Corp | ||
| Ci Investments Inc. | ||
| Long Pond Capital, LP | ||
| Janus Henderson Group Plc | ||
| Dupont Capital Management Corp | ||
| Prospect Capital Advisors, LLC | ||
| Proequities, Inc. | ||
| Raymond James Financial Services Advisors, Inc. | ||
| Sandy Spring Bank | ||
| Toronto Dominion Bank | ||
| Holocene Advisors, LP | ||
| Bokf, Na | ||
| Sageworth Trust Co of South Dakota | ||
| HHM Wealth Advisors, LLC | ||
| Kayne Anderson Rudnick Investment Management Llc | ||
| GFSYX - Strategic Alternatives Fund Institutional | ||
| Caxton Associates Lp | ||
| Capital Analysts, Inc. | ||
| Essex Financial Services, Inc. | ||
| Prospera Financial Services Inc | ||
| Stephens Inc /ar/ | ||
| Campbell & CO Investment Adviser LLC | ||
| Wolverine Asset Management Llc | ||
| Dynamic Technology Lab Private Ltd | ||
| Versor Investments LP | ||
| Engineers Gate Manager LP | ||
| Burney Co/ | ||
| SSIJX - American Beacon SSI Alternative Income Fund Institutional Class | ||
| Cornerstone Investment Partners, LLC | ||
| LPL Financial LLC | ||
| Point72 Hong Kong Ltd | ||
| Renaissance Technologies Llc | ||
| Zacks Investment Management | ||
| R.m.sincerbeaux Capital Management Llc | ||
| Amundi | ||
| First Republic Investment Management, Inc. | ||
| EJF Capital LLC | ||
| Paloma Partners Management Co | ||
| Shay Capital LLC | ||
| Natixis Advisors, L.p. | ||
| Elequin Capital Lp | ||
| B&I Capital AG | ||
| Corton Capital Inc. | ||
| Saba Capital Management, L.P. | ||
| CIBC World Markets Inc. | ||
| State of New Jersey Common Pension Fund D | ||
| Conversant Capital LLC | ||
| Charter Oak Capital Management, LLC | ||
| FCPEX - Fidelity Small Cap Enhanced Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| SG3 Management, LLC | ||
| Voloridge Investment Management, Llc | ||
| HN Saltoro Capital, LP | ||
| CVSIX - Calamos Market Neutral Income Fund Class A | ||
| Raymond James & Associates | ||
| Antara Capital LP | ||
| K2 Principal Fund, L.p. | ||
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | ||
| SG Americas Securities, LLC | ||
| Hrt Financial Lp | ||
| Bailard, Inc. | ||
| Franklin Resources Inc | ||
| Jefferies Group LLC | ||
| Hood River Capital Management LLC | ||
| Delphia (USA) Inc. | ||
| Seacrest Wealth Management, Llc | ||
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class | ||
| K2 Principal Fund, L.p. | ||
| Omni Event Management Ltd | ||
| Meristem Family Wealth, LLC | ||
| Tradition Wealth Management, LLC | ||
| FAAAX - Franklin K2 Alternative Strategies Fund Class A | ||
| Morningstar Funds Trust - Morningstar Alternatives Fund | 16.73 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BlackRock Inc. | 16,162,633 | 7.63 | 14,793,882 | 9.26 |
| Vanguard Group Inc | 13,657,882 | 7.63 | 13,251,521 | 9.26 |
| IJR - iShares Core S&P Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,402,175 | 7.63 | 6,250,745 | 9.26 |
| NewEdge Wealth, LLC | 4,434,303 | 4,467,698 | 9.26 | |
| VGSIX - Vanguard Real Estate Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,760,275 | 10.48 | 3,165,568 | 16.71 |
| State Street Corp | 3,266,631 | 7.63 | 2,932,796 | 9.26 |
| Goldman Sachs Group Inc | 2,713,028 | 7.63 | 870,933 | 9.26 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,432,400 | 7.63 | 2,432,400 | 9.26 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,122,144 | 7.63 | 2,059,566 | 9.26 |
| Morgan Stanley | 1,889,766 | 7.63 | 2,214,123 | 9.26 |
| Prudential Financial Inc | 1,678,203 | 7.63 | 714,238 | 9.26 |
| IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,617,381 | 7.63 | 1,495,656 | 9.26 |
| Geode Capital Management, Llc | 1,616,658 | 0.01 | 1,554,880 | 9.26 |
| Verition Fund Management LLC | 1,615,938 | 7.63 | 2,364,348 | 9.26 |
| Newtyn Management, LLC | 1,615,000 | 7.63 | 845,171 | 9.26 |
| Aristotle Capital Boston, LLC | 1,488,535 | 7.63 | 1,525,314 | 9.26 |
| VISVX - Vanguard Small-Cap Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,486,776 | 7.63 | 1,403,366 | 9.26 |
| Charles Schwab Investment Management Inc | 1,468,889 | 7.63 | 1,294,403 | 9.26 |
| IJS - iShares S&P Small-Cap 600 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,411,371 | 7.63 | 530,774 | 9.26 |
| Citigroup Inc | 1,344,484 | 7.63 | 1,602,755 | 9.26 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Ursa Fund Management, LLC | 903,738 | 7630.00 | 162,274 | 9.26 |
| Norges Bank | 730,048 | 7.63 | 0 | |
| Ergoteles LLC | 671,583 | 7.63 | 0 | |
| First Trust Advisors Lp | 501,150 | 7630.00 | 298,673 | 9.26 |
| Ramius Advisors Llc | 482,315 | 7630.00 | 195,000 | 0.58 |
| New York Life Investment Management Llc | 410,755 | 7630.00 | 21,500 | 9.26 |
| Cowen Investment Management LLC | 237,872 | 7630.00 | 200,000 | 9.26 |
| Sterneck Capital Management, LLC | 147,978 | 7630.01 | 156,818 | 9.26 |
| Asset Management One Co., Ltd. | 134,778 | 7750.00 | 127,075 | 9.25 |
| National Bank Of Canada /fi/ | 127,000 | 7630.00 | 0 | |
| Sumitomo Mitsui Trust Holdings, Inc. | 95,563 | 7630.00 | 100,879 | 9.26 |
| SMSAX - SIMT Multi-Strategy Alternative Fund Class F | 81,986 | 7.64 | 0 | |
| Yousif Capital Management, Llc | 54,442 | 7629.99 | 68,567 | 9.26 |
| Mraz, Amerine & Associates, Inc. | 52,753 | 7629.99 | 54,020 | 9.26 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40,574 | 7759.99 | 40,574 | 9.27 |
| American International Group, Inc. | 38,913 | 7630.00 | 38,656 | 9.26 |
| Maryland State Retirement & Pension System | 35,688 | 7629.99 | 0 | |
| Oregon Public Employees Retirement Fund | 28,865 | 7630.00 | 28,324 | 9.25 |
| InterOcean Capital Group, LLC | 28,000 | 7630.00 | 28,000 | 9.25 |
| Allspring Global Investments Holdings, LLC | 23,616 | 7630.00 | 23,880 | 9.25 |
| Name | Current Puts |
|---|---|
| Walleye Trading LLC | 7,500 |
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| SpiderRock Advisors, LLC | 0 |
| Name | Previous Calls |
|---|---|
| Jefferies Group LLC | 0 |
| K2 Principal Fund, L.p. | 0 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I This fund is a listed as child fund of Blackstone Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value |
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|---|---|---|---|
| Ubs Oconnor Llc | 71,800 | 13,900 | 85,700 | -83.78 |
| PEAK6 Investments LLC | 23,390 | 25,100 | 48,490 | -48.24 |
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|---|---|---|---|
| Susquehanna International Group, Llp | 91,000 | 83,800 | 174,800 | -52.06 |
| Caption Management, LLC | 50,000 | 50,000 | 100,000 | -50.00 |
| HAP Trading, LLC | 400 | 30,200 | 30,600 | -1.31 |
| Name |
|---|
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| GMRAX - Nationwide Small Cap Index Fund Class A | 6,539 | 9.33 | 6,539 | 16.67 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 | 4,545 | 9.24 | 4,421 | 16.74 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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| Name |
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