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 56 2.00 1.71 1.69
Previous Quarter 66 2.00 1.79 3.03

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 7 32 25 2 13 4
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 1 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 1 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 10,656 0.00 0.00 0 0.00 0.00
Previous Quarter 17,467 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
Chen Xiaoping 71,215,922
Guolao Investments 2,405,589
Acadian Asset Management Llc 721,795 1.72
Dimensional Fund Advisors Lp 301,040 1.72
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 106,264 1.57
Envestnet Asset Management Inc 102,963 1.72
Renaissance Technologies Llc 91,164 1.72
FSAMX - Strategic Advisers Emerging Markets Fund 71,922 1.54
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 53,686 1.55
ExodusPoint Capital Management, LP 42,808 1.73
Mercer Global Advisors Inc /adv 41,798 1.72
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 37,442 1.58
Mandatum Life Insurance Co Ltd 34,000 1.71
Citadel Advisors Llc 33,341 1.71
PGJ - Invesco Golden Dragon China ETF 32,550 2.06
Morgan Stanley 25,092 1.71
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class 23,251 1.59
Geode Capital Management, Llc 21,467 1.68
FNCMX - Fidelity Nasdaq Composite Index Fund 21,467 1.54
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 17,433 1.55

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
KOMP - SPDR S&P Kensho New Economies Composite ETF 1,417,733 4.56
Acadian Asset Management Llc 713,145 1.72
Dimensional Fund Advisors Lp 323,137 1.74
SIMS - SPDR S&P Kensho Intelligent Structures ETF 110,839 4.56
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 106,264 2.05
Envestnet Asset Management Inc 82,421 1.73
FSAMX - Strategic Advisers Emerging Markets Fund 71,922 1.95
Renaissance Technologies Llc 65,864 1.75
ExodusPoint Capital Management, LP 51,260 1.74
Two Sigma Investments, Lp 45,251 1.75
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 43,692 1.95
Mercer Global Advisors Inc /adv 37,388 1.74
Mandatum Life Insurance Co Ltd 34,000 1.74
PGJ - Invesco Golden Dragon China ETF 32,550 2.06
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 32,342 2.04
Citadel Advisors Llc 24,443 1.76
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class 23,251 2.06
Geode Capital Management, Llc 21,467 1.72
FNCMX - Fidelity Nasdaq Composite Index Fund 21,467 1.96
Morgan Stanley 19,724 1.77

 

Recent Quarter Analysis

Name Shares PPS
Chen Xiaoping 71,215,922
Guolao Investments 2,405,589
Privium Fund Management (UK) Ltd 10,700 1.68
Credit Suisse Ag/ 4,680 1.71
Rockefeller Capital Management L.P. 467
FIL Ltd 0
Serenity Capital LLC 0
Name Shares PPS
KOMP - SPDR S&P Kensho New Economies Composite ETF 1,417,733 4.56
SIMS - SPDR S&P Kensho Intelligent Structures ETF 110,839 4.56
Two Sigma Investments, Lp 45,251 1.75
Cubist Systematic Strategies, LLC 11,842 1.77
Susquehanna International Group, Llp 10,757 1.77
Russell Investments Group, Ltd. 7,311 1.78
AVEM - Avantis Emerging Markets Equity ETF 5,721 2.97
Us Bancorp \de\ 3,344 1.79
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 2,471 2.43
Citigroup Inc 2,000 1.50
TT International Asset Management LTD
State Street Corp
Squarepoint Ops LLC
Fieldpoint Private Securities, LLC
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
Qube Research & Technologies Ltd
Susquehanna Fundamental Investments, Llc
Fmr Llc
EWX - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF
Jpmorgan Chase & Co
Goldman Sachs Group Inc
Invesco Ltd.
Millennium Management Llc
Barclays Plc
Bank Of America Corp /de/
Ameriprise Financial Inc
Hrt Financial Lp
Jane Street Group, Llc
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Marshall Wace, Llp
Proequities, Inc.
Trexquant Investment LP
Name Current Shares Current PPS Previous Shares Previous PPS
Acadian Asset Management Llc 721,795 1.72 713,145 1.72
Dimensional Fund Advisors Lp 301,040 1.72 323,137 1.74
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 106,264 1.57 106,264 2.05
Envestnet Asset Management Inc 102,963 1.72 82,421 1.73
Renaissance Technologies Llc 91,164 1.72 65,864 1.75
FSAMX - Strategic Advisers Emerging Markets Fund 71,922 1.54 71,922 1.95
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 53,686 1.55 43,692 1.95
ExodusPoint Capital Management, LP 42,808 1.73 51,260 1.74
Mercer Global Advisors Inc /adv 41,798 1.72 37,388 1.74
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 37,442 1.58 32,342 2.04
Mandatum Life Insurance Co Ltd 34,000 1.71 34,000 1.74
Citadel Advisors Llc 33,341 1.71 24,443 1.76
Morgan Stanley 25,092 1.71 19,724 1.77
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class 23,251 1.59 23,251 2.06
Geode Capital Management, Llc 21,467 1.68 21,467 1.72
FNCMX - Fidelity Nasdaq Composite Index Fund 21,467 1.54 21,467 1.96
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 17,433 1.55 17,433 2.07
Two Sigma Advisers, Lp 14,200 1.69 13,800 1.74
Virtu Financial LLC 13,228 1.74 10,106 1.78
BlackRock Inc. 10,656 1.69 17,467 1.72
Name Current Shares Current PPS Previous Shares Previous PPS
UBS Group AG 1,123 1.78 105
Tower Research Capital LLC (TRC) 409 2.44 2,351 1.70
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Renaissance Technologies Llc 25,300 91,164 1.72 65,864 1.75 38.41
Envestnet Asset Management Inc 20,542 102,963 1.72 82,421 1.73 24.92
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 9,994 53,686 1.55 43,692 1.95 22.87
Citadel Advisors Llc 8,898 33,341 1.71 24,443 1.76 36.40
Acadian Asset Management Llc 8,650 721,795 1.72 713,145 1.72 1.21
Morgan Stanley 5,368 25,092 1.71 19,724 1.77 27.22
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 5,100 37,442 1.58 32,342 2.04 15.77
Mercer Global Advisors Inc /adv 4,410 41,798 1.72 37,388 1.74 11.80
Virtu Financial LLC 3,122 13,228 1.74 10,106 1.78 30.89
UBS Group AG 1,018 1,123 1.78 105 969.52
Two Sigma Advisers, Lp 400 14,200 1.69 13,800 1.74 2.90
DFAX - Dimensional World ex U.S. Core Equity 2 ETF 240 6,305 1.59 6,065 1.98 3.96
DFAE - Dimensional Emerging Core Equity Market ETF 30 267 237 12.66
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Dimensional Fund Advisors Lp 22,097 301,040 1.72 323,137 1.74 -6.84
ExodusPoint Capital Management, LP 8,452 42,808 1.73 51,260 1.74 -16.49
BlackRock Inc. 6,811 10,656 1.69 17,467 1.72 -38.99
Tower Research Capital LLC (TRC) 1,942 409 2.44 2,351 1.70 -82.60
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
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
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
Name Shares PPS
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
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name