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 | 112 | 77.00 | 77.98 | 78.06 |
| Previous Quarter | 123 | 78.00 | 77.98 | 78.04 |
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 | 4 | 37 | 0 | 1 | 1 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 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 | 2 | 0 | 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 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 | 0 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 0 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| State of Tennessee, Treasury Department | 1,180,592 | 77.99 |
| Jpmorgan Chase & Co | 607,256 | 77.99 |
| NAN FUNG TRINITY (HK) Ltd | 210,690 | 77.99 |
| Mirae Asset Global Investments Co., Ltd. | 122,820 | 77.99 |
| Goldman Sachs Group Inc | 80,583 | 77.99 |
| Millburn Ridgefield Corp | 64,608 | 77.99 |
| MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 64,553 | 77.98 |
| Catalyst Capital Advisors LLC | 64,553 | 77.98 |
| Ameriprise Financial Inc | 61,085 | 78.01 |
| Hsbc Holdings Plc | 60,750 | 84.67 |
| Royal Bank Of Canada | 55,553 | 77.98 |
| Morgan Stanley | 50,608 | 77.99 |
| Hilltop Holdings Inc. | 46,433 | 77.98 |
| UBS Group AG | 44,704 | 77.98 |
| Flow Traders U.s. Llc | 44,232 | 76.14 |
| Hrt Financial Lp | 38,911 | 77.97 |
| Mbb Public Markets I Llc | 35,000 | 78.00 |
| Stifel Financial Corp | 32,365 | 77.99 |
| Jane Street Group, Llc | 32,079 | 77.99 |
| Qube Research & Technologies Ltd | 31,700 | 77.98 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| State of Tennessee, Treasury Department | 1,180,592 | 77.99 |
| Jpmorgan Chase & Co | 607,256 | 77.99 |
| NAN FUNG TRINITY (HK) Ltd | 210,690 | 77.99 |
| Mirae Asset Global Investments Co., Ltd. | 122,820 | 77.99 |
| Goldman Sachs Group Inc | 80,583 | 77.99 |
| Millburn Ridgefield Corp | 64,608 | 77.99 |
| MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 64,553 | 77.98 |
| Catalyst Capital Advisors LLC | 64,553 | 77.98 |
| Ameriprise Financial Inc | 61,085 | 78.01 |
| Hsbc Holdings Plc | 60,750 | 84.67 |
| Royal Bank Of Canada | 55,553 | 77.98 |
| Morgan Stanley | 50,608 | 77.99 |
| Hilltop Holdings Inc. | 46,433 | 77.98 |
| UBS Group AG | 44,704 | 77.98 |
| Flow Traders U.s. Llc | 44,232 | 76.14 |
| Hrt Financial Lp | 38,911 | 77.97 |
| Mbb Public Markets I Llc | 35,000 | 78.00 |
| Stifel Financial Corp | 32,365 | 77.99 |
| Jane Street Group, Llc | 32,079 | 77.99 |
| Qube Research & Technologies Ltd | 31,700 | 77.98 |
| Name | Shares | PPS |
|---|---|---|
| Goldman Sachs Group Inc | 80,583 | 77.99 |
| Contravisory Investment Management, Inc. | 2,231 | 69.03 |
| Allworth Financial LP | 66 | 75.76 |
| AlphaCentric Advisors LLC | 0 |
| Name | Shares | PPS |
|---|---|---|
| Goldman Sachs Group Inc | 80,583 | 77.99 |
| NorthCoast Asset Management LLC | 25,318 | 74.61 |
| Citadel Advisors Llc | 5,200 | 78.08 |
| Citadel Advisors Llc | 5,200 | 78.08 |
| IFP Advisors, Inc | 902 | 78.71 |
| Envestnet Asset Management Inc | ||
| Danda Trouve Investment Management, Inc. | ||
| Natixis | ||
| AlphaCentric Advisors LLC | ||
| Ackerman Capital Advisors, LLC | ||
| Aqr Capital Management Llc | ||
| Koshinski Asset Management, Inc. | ||
| Altshuler Shaham Ltd | ||
| Carroll Financial Associates, Inc. | ||
| Country Trust Bank | ||
| Stratos Wealth Advisors, LLC | ||
| Barclays Plc | ||
| Cresset Asset Management, LLC | ||
| AlphaCentric Advisors LLC | ||
| Wolverine Trading, Llc | ||
| Sumitomo Mitsui Trust Holdings, Inc. | ||
| Proequities, Inc. | ||
| Karp Capital Management Corp | ||
| PineBridge Investments, L.P. | ||
| Hexagon Capital Partners LLC | ||
| BCJ Capital Management, LLC | ||
| Florin Court Capital LLP | ||
| Prudential Plc | ||
| DRW Securities, LLC | ||
| Samson Rock Capital LLP | ||
| Private Advisor Group, LLC | ||
| Arkadios Wealth Advisors | ||
| C M Bidwell & Associates Ltd | ||
| National Bank Of Canada /fi/ | ||
| Blair William & Co/il | ||
| Bank Of Montreal /can/ | ||
| Raymond James Financial Services Advisors, Inc. |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| ASTMX - Astor Macro Alternative Fund Class A Shares | 1,581 | 74.64 | 0 |
| Name | Current Puts |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Shares | PPS |
|---|---|---|
| Contravisory Investment Management, Inc. | 2,231 | 69.03 |
| Allworth Financial LP | 66 | 75.76 |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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