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 | 2 | NaN | 0.00 | NaN |
| Previous Quarter | 118 | 10.00 | 9.95 | 10.01 |
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 | 105 | 0 | 0 | 0 | 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 | 0 | 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 |
|---|
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Ubs Oconnor Llc | 515,324 | 10.02 |
| Rivernorth Opportunities Fund, Inc. | 100,000 | 9.98 |
| Exos Asset Management LLC | 13,613 | 9.92 |
| SPXZ - Morgan Creek-Exos SPAC Originated ETF | 5,691 | 9.84 |
| SPAK - Defiance Next Gen SPAC Derived ETF | 3,786 | 10.04 |
| MERFX - The Merger Fund - Investor Class Shares | 2,078 | 10.11 |
| CSH - Morgan Creek-Exos Active SPAC Arbitrage ETF | 320 | 9.38 |
| IFP Advisors, Inc | 300 | |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 | 208 | 9.62 |
| Hc Financial Advisors Inc | 151 | 6.62 |
| Wipfli Financial Advisors Llc, | 100 | |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) | 96 | 10.42 |
| MERVX - The Merger Fund VL | 27 | |
| Millennium Management Llc | 0 | |
| Proequities, Inc. | 0 | |
| Spartan Fund Management Inc. | 0 | |
| Sculptor Capital LP | 0 | |
| Marshall Wace, Llp | 0 | |
| Jane Street Group, Llc | 0 | |
| Goldman Sachs Group Inc | 0 |
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Ubs Oconnor Llc | 515,324 | 10.02 |
| Rivernorth Opportunities Fund, Inc. | 100,000 | 9.98 |
| Exos Asset Management LLC | 13,613 | 9.92 |
| SPXZ - Morgan Creek-Exos SPAC Originated ETF | 5,691 | 9.84 |
| SPAK - Defiance Next Gen SPAC Derived ETF | 3,786 | 10.04 |
| MERFX - The Merger Fund - Investor Class Shares | 2,078 | 10.11 |
| CSH - Morgan Creek-Exos Active SPAC Arbitrage ETF | 320 | 9.38 |
| IFP Advisors, Inc | 300 | |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 | 208 | 9.62 |
| Hc Financial Advisors Inc | 151 | 6.62 |
| Wipfli Financial Advisors Llc, | 100 | |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) | 96 | 10.42 |
| MERVX - The Merger Fund VL | 27 | |
| D. E. Shaw & Co., Inc. | ||
| XTX Topco Ltd | ||
| Wolverine Trading, Llc | ||
| Citigroup Inc | ||
| Public Sector Pension Investment Board | ||
| Nomura Holdings Inc | ||
| Jane Street Group, Llc | ||
| SOA Wealth Advisors, LLC. | ||
| TIG Advisors, LLC | ||
| Banque Cantonale Vaudoise | ||
| Arena Investors LP | ||
| Citadel Advisors Llc | ||
| Elequin Capital Lp | ||
| Millennium Management Llc | ||
| Westchester Capital Management, LLC | ||
| Wealthspring Capital LLC | ||
| Investors Research Corp | ||
| Wells Fargo & Company/mn | ||
| RPHYX - RiverPark Short Term High Yield Fund Retail Class | ||
| Prelude Capital Management, Llc | ||
| Susquehanna International Group, Llp | ||
| Yaupon Capital Management LP | ||
| Springhouse Capital Management, LP | ||
| Adage Capital Partners Gp, L.l.c. | ||
| Cohanzick Management, Llc | ||
| Schonfeld Strategic Advisors LLC | ||
| Fox Run Management, L.l.c. | ||
| Privium Fund Management (UK) Ltd | ||
| Periscope Capital Inc. | ||
| Goldman Sachs Group Inc | ||
| Hartree Partners, LP | ||
| Berry Street Capital Management LLP | ||
| O'Dell Group, LLC | ||
| Proequities, Inc. | ||
| Basso Capital Management, L.p. | ||
| Advisor Group Holdings, Inc. | ||
| Private Advisor Group, LLC | ||
| Fifth Third Bancorp | ||
| Tucker Asset Management Llc | ||
| Bank Of Montreal /can/ | ||
| Belpointe Asset Management LLC | ||
| Pinnacle Wealth Management Group, Inc. | ||
| FNY Investment Advisers, LLC | ||
| Antara Capital LP | ||
| Rockefeller Capital Management L.P. | ||
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | ||
| Empyrean Capital Partners, LP | ||
| RP Investment Advisors LP | ||
| Morgan Stanley | ||
| Meteora Capital, LLC | ||
| Radcliffe Capital Management, L.P. | ||
| Anson Funds Management LP | ||
| Schechter Investment Advisors, LLC | ||
| Centiva Capital, LP | ||
| RiverPark Advisors, LLC | ||
| Rivernorth Capital Management, Llc | ||
| Kohlberg Kravis Roberts & Co. L.P. | ||
| Salem Investment Counselors Inc | ||
| MOORE CAPITAL MANAGEMENT, LP | ||
| Bank Of America Corp /de/ | ||
| Barclays Plc | ||
| Moore Capital Management, Lp | ||
| Tower Research Capital LLC (TRC) | ||
| Berkley W R Corp | ||
| Ergoteles LLC | ||
| Verition Fund Management LLC | ||
| Spartan Fund Management Inc. | ||
| Penserra Capital Management LLC | ||
| Baldwin Brothers Inc/ma | ||
| Marshall Wace, Llp | ||
| Royal Bank Of Canada | ||
| Weiss Asset Management LP | ||
| TPG GP A, LLC | ||
| Sculptor Capital LP | ||
| Virtu Financial LLC | ||
| Saba Capital Management, L.P. | ||
| UBS Group AG | ||
| OMERS ADMINISTRATION Corp | ||
| Glazer Capital, Llc | ||
| Steward Partners Investment Advisory, Llc | ||
| Exos TFP Holdings LLC | ||
| Kepos Capital LP | ||
| Miracle Mile Advisors, LLC | ||
| Pnc Financial Services Group, Inc. | ||
| Eisler Capital (UK) Ltd. | ||
| Hudson Bay Capital Management LP | ||
| Oliver Lagore Vanvalin Investment Group | ||
| Woodline Partners LP | ||
| Cutler Group LP | ||
| Td Asset Management Inc | ||
| Arena Capital Advisors, LLC- CA | ||
| Creative Financial Designs Inc /adv |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Puts |
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| Name | Current Calls |
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| Name |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| 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 | Percentage Decrease |
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| Name |
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| Name | Shares | PPS |
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| Name | Shares | PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Puts |
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| Name | Current Calls |
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| Name |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| 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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