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 | 478 | 9.00 | 7.60 | 8.14 |
| Previous Quarter | 0 | 0.00 | 0.00 | 0.00 |
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 | 432 | 87 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 5 | 10 | 6 | 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 | 117 | 16 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 1 | 4 | 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 | 10,704,354 | 0.00 | 0.00 | 23,883,136 | 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 |
|---|---|---|
| Hou Xiaodi | 25,367,314 | |
| SINA CORP | 24,676,708 | |
| Chen Mo | 18,367,314 | |
| ARK Investment Management LLC | 16,099,348 | 7.60 |
| Vanguard Group Inc | 12,735,082 | 7.60 |
| ARKK - ARK Innovation ETF | 10,787,186 | 9.96 |
| BlackRock Inc. | 10,684,570 | 7.60 |
| ARK Investment Management LLC | 9,873,614 | |
| COMPOSITE CAPITAL MANAGEMENT (HK) Ltd | 9,228,723 | 7.60 |
| Nikko Asset Management Americas, Inc. | 5,985,209 | 7.60 |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,985,209 | 7.60 |
| AGTHX - GROWTH FUND OF AMERICA Class A | 5,568,163 | 8.21 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 4,106,188 | 7.23 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares | 3,519,725 | 7.23 |
| ARKQ - ARK Autonomous Technology & Robotics ETF | 3,271,467 | 9.96 |
| IWM - iShares Russell 2000 ETF | 3,199,570 | 7.23 |
| Geode Capital Management, Llc | 2,630,928 | 7.60 |
| State Street Corp | 2,548,461 | 7.23 |
| VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares | 2,084,311 | 7.23 |
| Citigroup Inc | 1,900,000 | 7.60 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Hou Xiaodi | 25,367,314 | |
| SINA CORP | 24,676,708 | |
| Chen Mo | 18,367,314 | |
| ARK Investment Management LLC | 16,099,348 | 7.60 |
| Vanguard Group Inc | 12,735,082 | 7.60 |
| ARKK - ARK Innovation ETF | 10,787,186 | 9.96 |
| BlackRock Inc. | 10,684,570 | 7.60 |
| COMPOSITE CAPITAL MANAGEMENT (HK) Ltd | 9,228,723 | 7.60 |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,985,209 | 7.60 |
| Nikko Asset Management Americas, Inc. | 5,985,209 | 7.60 |
| AGTHX - GROWTH FUND OF AMERICA Class A | 5,568,163 | 8.21 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 4,106,188 | 7.23 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares | 3,519,725 | 7.23 |
| ARKQ - ARK Autonomous Technology & Robotics ETF | 3,271,467 | 9.96 |
| IWM - iShares Russell 2000 ETF | 3,199,570 | 7.23 |
| Geode Capital Management, Llc | 2,630,928 | 7.60 |
| State Street Corp | 2,548,461 | 7.23 |
| VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares | 2,084,311 | 7.23 |
| XTN - SPDR(R) S&P(R) Transportation ETF | 1,877,239 | 12.20 |
| Morgan Stanley | 1,697,508 | 7.60 |
| Name | Shares | PPS |
|---|---|---|
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class | ||
| Ameriprise Financial Inc | ||
| Cavalry Management Group, LLC | ||
| Etf Managers Group, Llc | ||
| BerganKDV Wealth Management, LLC | ||
| Graham Capital Management, L.P. | ||
| HAP Trading, LLC | ||
| Renaissance Capital LLC | ||
| Maryland State Retirement & Pension System | ||
| Virtu Financial LLC | ||
| Public Employees Retirement System Of Ohio | ||
| Walleye Trading LLC | ||
| Balyasny Asset Management Llc | ||
| Macquarie Group Ltd | ||
| Global Wealth Management Investment Advisory, Inc. | ||
| Oak Thistle LLC | ||
| Interval Partners, LP | ||
| State Of Wisconsin Investment Board | ||
| Vienna Asset Management LLC | ||
| Snowden Capital Advisors LLC | ||
| Parkside Financial Bank & Trust | ||
| Bridgewater Associates, LP | ||
| Jump Financial, LLC | ||
| Parallax Volatility Advisers, L.P. | ||
| BIVIX - Invenomic Fund Institutional Class shares | ||
| Ergoteles LLC | ||
| Marshall Wace, Llp | ||
| Janus Henderson Group Plc | ||
| Bluefin Capital Management, Llc | ||
| Future Fund LLC | ||
| Blueshift Asset Management, LLC | ||
| Mass Ave Global Inc. | ||
| Hiddenite Capital Partners LP | ||
| Tudor Investment Corp Et Al | ||
| Hrt Financial Lp | ||
| Point72 Hong Kong Ltd | ||
| Bluefin Capital Management, Llc | ||
| Prudential Financial Inc | ||
| Federated Hermes, Inc. | ||
| Y-Intercept (Hong Kong) Ltd | ||
| Prospera Financial Services Inc | ||
| Benjamin F. Edwards & Company, Inc. | ||
| Quadrant Capital Group Llc | ||
| Capital World Investors | ||
| D. E. Shaw & Co., Inc. | ||
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares | ||
| Boothbay Fund Management, Llc | ||
| Bridgewater Advisors Inc. | ||
| Newbridge Financial Services Group, Inc. | ||
| Citadel Advisors Llc | ||
| Alyeska Investment Group, L.P. | ||
| Treasurer of the State of North Carolina | ||
| Northwestern Mutual Wealth Management Co | ||
| Healthcare Of Ontario Pension Plan Trust Fund | ||
| Goldman Sachs Group Inc | ||
| Schroder Investment Management Group | ||
| WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares | ||
| Paloma Partners Management Co | ||
| Cresset Asset Management, LLC | ||
| Verition Fund Management LLC | ||
| Quantbot Technologies LP | ||
| HAP Trading, LLC | ||
| C M Bidwell & Associates Ltd | ||
| Joseph P. Lucia & Associates, LLC | ||
| Prelude Capital Management, Llc | ||
| RYPIX - Transportation Fund Investor Class | ||
| Group One Trading, L.p. | ||
| Parallax Volatility Advisers, L.P. | ||
| CloudAlpha Capital Management Limited/Hong Kong | ||
| Ci Investments Inc. | ||
| Hm Payson & Co | ||
| Duncker Streett & Co Inc | ||
| Parallax Volatility Advisers, L.P. | ||
| RYDEX VARIABLE TRUST - Transportation Fund Variable Annuity | ||
| Balyasny Asset Management Llc | ||
| UBS Group AG | ||
| Lakewood Capital Management, Lp | ||
| CIBC Private Wealth Group, LLC | ||
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares | ||
| Jane Street Group, Llc | ||
| Jane Street Group, Llc | ||
| AFDDX - Yorktown Capital Income Fund Class L Shares | ||
| FNY Investment Advisers, LLC | ||
| Jefferies Group LLC | ||
| Dark Forest Capital Management Lp | ||
| Pearl River Capital, LLC | ||
| Gladius Capital Management LP |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|---|
| HAP Trading, LLC | 17,900 |
| Walleye Trading LLC | 13,500 |
| Lakewood Capital Management, Lp | 0 |
| Hiddenite Capital Partners LP | 0 |
| D. E. Shaw & Co., Inc. | 0 |
| Name | Current Calls |
|---|---|
| Citigroup Inc | 1,900,000 |
| Susquehanna International Group, Llp | 1,243,300 |
| Wolverine Trading, Llc | 570,800 |
| Caption Management, LLC | 475,100 |
| Citadel Advisors Llc | 225,900 |
| Two Sigma Securities, Llc | 16,200 |
| Cutler Group LP | 11,400 |
| Balyasny Asset Management Llc | 0 |
| Cavalry Management Group, LLC | 0 |
| Prelude Capital Management, Llc | 0 |
| Name |
|---|
| AGAQX - 361 Global Long/Short Equity Fund Investor Class |
| ADMQX - 361 Domestic Long/Short Equity Fund Investor Class |
| REBYX - U.S. Small Cap Equity Fund Class Y |
| CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
| PASIX - PACE Alternative Strategies Investments Class A |
| FTLS - First Trust Long/Short Equity ETF |
| 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 |
|---|
| Name | Shares | PPS |
|---|---|---|
| Vanguard Group Inc | 12,735,082 | 7.60 |
| BlackRock Inc. | 10,684,570 | 7.60 |
| COMPOSITE CAPITAL MANAGEMENT (HK) Ltd | 9,228,723 | 7.60 |
| Nikko Asset Management Americas, Inc. | 5,985,209 | 7.60 |
| Geode Capital Management, Llc | 2,630,928 | 7.60 |
| Morgan Stanley | 1,697,508 | 7.60 |
| Mirae Asset Global Investments Co., Ltd. | 1,455,684 | 7.60 |
| Aspex Management (HK) Ltd | 1,261,829 | 7.60 |
| Northern Trust Corp | 1,178,759 | 7.60 |
| Invesco Ltd. | 1,104,740 | 7.60 |
| Charles Schwab Investment Management Inc | 1,002,224 | 7.60 |
| Two Sigma Advisers, Lp | 710,900 | 7.60 |
| Nuveen Asset Management, LLC | 680,215 | 7.60 |
| Two Sigma Investments, Lp | 641,960 | 7.60 |
| Bank of New York Mellon Corp | 635,171 | 7.60 |
| Capital International Investors | 580,000 | 7.60 |
| Goldman Sachs Group Inc | 484,645 | 7.60 |
| Bank Of America Corp /de/ | 472,871 | 7.60 |
| Fairhaven Wealth Management, LLC | 353,704 | 7.60 |
| Jpmorgan Chase & Co | 251,364 | 7.60 |
| Fmr Llc | 214,169 | 7.60 |
| Rhumbline Advisers | 210,251 | 7.60 |
| Royal Bank Of Canada | 172,567 | 7.60 |
| Guggenheim Capital Llc | 164,815 | 7.60 |
| Point72 Asset Management, L.P. | 154,397 | 7.60 |
| Cubist Systematic Strategies, LLC | 148,028 | 7.60 |
| Rafferty Asset Management, LLC | 134,860 | 7.60 |
| ExodusPoint Capital Management, LP | 127,340 | 7.60 |
| Caption Management, LLC | 126,486 | 7.61 |
| First Trust Advisors Lp | 123,049 | 7.60 |
| Rheos Capital Works Inc. | 121,300 | 7.60 |
| Swiss National Bank | 116,700 | 7.60 |
| Wolverine Trading, Llc | 116,399 | 7.56 |
| Schonfeld Strategic Advisors LLC | 111,561 | 7.59 |
| Primecap Management Co/ca/ | 108,800 | 7.60 |
| Holocene Advisors, LP | 106,991 | 7.60 |
| Dimensional Fund Advisors Lp | 101,801 | 7.60 |
| Legal & General Group Plc | 97,397 | 7.60 |
| Wells Fargo & Company/mn | 95,423 | 7.60 |
| Amundi | 85,427 | 8.12 |
| MetLife Investment Management, LLC | 74,697 | 7.60 |
| Perpetual Investment Management Ltd | 71,000 | 7.61 |
| Trexquant Investment LP | 68,032 | 7.60 |
| American International Group, Inc. | 66,432 | 7.60 |
| Deutsche Bank Ag\ | 59,822 | 7.61 |
| Gsa Capital Partners Llp | 57,159 | 7.59 |
| Voya Investment Management Llc | 54,614 | 7.60 |
| Putnam Investments Llc | 51,055 | 7.60 |
| Tower Research Capital LLC (TRC) | 49,849 | 7.60 |
| Credit Suisse Ag/ | 49,808 | 7.61 |
| Bayesian Capital Management, LP | 49,300 | 7.61 |
| Voloridge Investment Management, Llc | 46,634 | 7.59 |
| Interval Partners, LP | 42,902 | 7.60 |
| Envestnet Asset Management Inc | 40,629 | 7.61 |
| Price T Rowe Associates Inc /md/ | 34,145 | 7.61 |
| Delphia (USA) Inc. | 33,259 | 7.61 |
| Alpine Global Management, LLC | 33,082 | 7.59 |
| XTX Topco Ltd | 33,019 | 7.60 |
| LPL Financial LLC | 32,882 | 7.60 |
| Corton Capital Inc. | 32,652 | 7.60 |
| Ubs Asset Management Americas Inc | 29,820 | 7.61 |
| Jane Street Group, Llc | 25,715 | 7.62 |
| Boothbay Fund Management, Llc | 22,507 | 7.60 |
| Hsbc Holdings Plc | 22,449 | 7.75 |
| Polar Capital Holdings Plc | 20,066 | 7.62 |
| Advisor Group Holdings, Inc. | 18,264 | 7.50 |
| Amalgamated Bank | 17,955 | 7.57 |
| Stifel Financial Corp | 17,136 | 7.59 |
| Man Group plc | 16,574 | 7.60 |
| Dynamic Technology Lab Private Ltd | 15,723 | 7.57 |
| Axxcess Wealth Management, Llc | 15,586 | 7.57 |
| Renaissance Technologies Llc | 15,300 | 7.58 |
| Bokf, Na | 14,550 | 7.63 |
| Principal Financial Group Inc | 14,461 | 7.61 |
| Jefferies Group LLC | 13,401 | 7.61 |
| American Century Companies Inc | 13,036 | 7.59 |
| Ensign Peak Advisors, Inc | 12,570 | 7.64 |
| Squarepoint Ops LLC | 10,976 | 7.56 |
| Quantamental Technologies LLC | 10,640 | 7.61 |
| Ameritas Investment Partners, Inc. | 10,494 | 7.53 |
| FDx Advisors, Inc. | 10,469 | 7.64 |
| Metropolitan Life Insurance Co/ny | 8,669 | 7.61 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,053 | 7.52 |
| First Horizon Advisors, Inc. | 4,230 | 7.33 |
| Guardian Wealth Advisors, LLC | 4,170 | 7.67 |
| Glassman Wealth Services | 4,170 | 7.67 |
| Eisler Capital (UK) Ltd. | 3,893 | 7.71 |
| UBS Group AG | 3,437 | 7.56 |
| Itau Unibanco Holding S.A. | 3,132 | 7.66 |
| Pnc Financial Services Group, Inc. | 1,000 | 8.00 |
| CarsonAllaria Wealth Management, Ltd. | 998 | 8.02 |
| Bell Investment Advisors, Inc | 412 | 7.28 |
| Quent Capital, LLC | 225 | 8.89 |
| Meeder Asset Management Inc | 217 | 9.22 |
| Geneos Wealth Management Inc. | 200 | 5.00 |
| Lindbrook Capital, Llc | 173 | 5.78 |
| Parallel Advisors, LLC | 49 | |
| First Manhattan Co | 40 | |
| Capital Advisors, Ltd. LLC | 39 | |
| Covestor Ltd | 23 | |
| Etf Managers Group, Llc | 0 | |
| Northwestern Mutual Wealth Management Co | 0 | |
| Walleye Trading LLC | 0 | |
| State Of Wisconsin Investment Board | 0 | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0 | |
| Macquarie Group Ltd | 0 | |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | |
| Dark Forest Capital Management Lp | 0 | |
| Quadrant Capital Group Llc | 0 | |
| CIBC Private Wealth Group, LLC | 0 | |
| Bridgewater Associates, LP | 0 | |
| Global Wealth Management Investment Advisory, Inc. | 0 | |
| Proequities, Inc. | 0 | |
| Group One Trading, L.p. | 0 | |
| Point72 Hong Kong Ltd | 0 | |
| Schroder Investment Management Group | 0 | |
| Ameriprise Financial Inc | 0 |
| Name | Shares | PPS |
|---|---|---|
| CloudAlpha Capital Management Limited/Hong Kong | ||
| Healthcare Of Ontario Pension Plan Trust Fund | ||
| Global Wealth Management Investment Advisory, Inc. | ||
| Etf Managers Group, Llc | ||
| Northwestern Mutual Wealth Management Co | ||
| CIBC Private Wealth Group, LLC | ||
| Group One Trading, L.p. | ||
| Quadrant Capital Group Llc | ||
| Point72 Hong Kong Ltd | ||
| Bridgewater Associates, LP | ||
| Ameriprise Financial Inc | ||
| State Of Wisconsin Investment Board | ||
| Schroder Investment Management Group | ||
| Dark Forest Capital Management Lp | ||
| Macquarie Group Ltd | ||
| Walleye Trading LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|---|
| Susquehanna International Group, Llp | 105,700 |
| Name | Current Calls |
|---|---|
| Citigroup Inc | 1,900,000 |
| Two Sigma Securities, Llc | 16,200 |
| Balyasny Asset Management Llc | 0 |
| HAP Trading, LLC | 0 |
| 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 |
|---|