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 | 71 | 0.00 | 0.00 | 0.03 |
| 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 | 55 | 61 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 2 | 2 | 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 |
|---|---|---|
| Cooperman Leon G | 157,978 | 0.03 |
| FPACX - FPA Crescent Fund | 94,559 | |
| Source Capital Inc /de/ | 7,210 | |
| Simplex Trading, Llc | 6,900 | |
| Simplex Trading, Llc | 6,100 | |
| MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class | 1,275 | |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) | 1,019 | |
| Clear Street Llc | 500 | |
| Cutler Group LP | 0 | |
| Sculptor Capital LP | 0 | |
| Kim, Llc | 0 | |
| Arete Wealth Advisors, LLC | 0 | |
| Renaissance Technologies Llc | 0 | |
| Cutler Group LP | 0 | |
| Cambridge Investment Research Advisors, Inc. | 0 | |
| Cubist Systematic Strategies, LLC | 0 | |
| Founders Financial Securities Llc | 0 | |
| Advisor Group Holdings, Inc. | 0 | |
| Jpmorgan Chase & Co | 0 | |
| Neuberger Berman Group LLC | 0 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Cooperman Leon G | 157,978 | 0.03 |
| FPACX - FPA Crescent Fund | 94,559 | |
| Source Capital Inc /de/ | 7,210 | |
| Simplex Trading, Llc | 6,900 | |
| MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class | 1,275 | |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) | 1,019 | |
| Clear Street Llc | 500 | |
| Jpmorgan Chase & Co | 0 | |
| Virtu Financial LLC | 0 | |
| Kim, Llc | 0 | |
| Royal Bank Of Canada | 0 | |
| Wolverine Asset Management Llc | 0 | |
| Arete Wealth Advisors, LLC | 0 | |
| Renaissance Technologies Llc | 0 | |
| Neuberger Berman Group LLC | 0 | |
| Vestcor Inc | 0 | |
| FNCMX - Fidelity Nasdaq Composite 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 | 0 | |
| First Pacific Advisors, LP | 0 | |
| LMR Partners LLP | 0 | |
| Vanguard Group Inc | 0 |
| Name | Shares | PPS |
|---|---|---|
| Cutler Group LP | ||
| Sculptor Capital LP | ||
| Kim, Llc | ||
| Arete Wealth Advisors, LLC | ||
| Renaissance Technologies Llc | ||
| Cutler Group LP | ||
| Cambridge Investment Research Advisors, Inc. | ||
| Cubist Systematic Strategies, LLC | ||
| Founders Financial Securities Llc | ||
| Advisor Group Holdings, Inc. | ||
| Jpmorgan Chase & Co | ||
| Neuberger Berman Group LLC | ||
| Morgan Stanley | ||
| Susquehanna International Group, Llp | ||
| Geode Capital Management, Llc | ||
| Citadel Advisors Llc | ||
| Vanguard Group Inc | ||
| LMR Partners LLP | ||
| Wells Fargo & Company/mn | ||
| Vestcor Inc | ||
| Oasis Management Co Ltd. | ||
| 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 | ||
| Royal Bank Of Canada | ||
| USMIX - Extended Market Index Fund | ||
| King Street Capital Management, L.p. | ||
| Whitebox Advisors Llc | ||
| Bank Of America Corp /de/ | ||
| First Pacific Advisors, LP | ||
| Tower Research Capital LLC (TRC) | ||
| Jane Street Group, Llc | ||
| Susquehanna International Group, Llp | ||
| Old Mission Capital Llc | ||
| Atalaya Capital Management LP | ||
| Citadel Advisors Llc | ||
| FNCMX - Fidelity Nasdaq Composite 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 | ||
| Susquehanna International Group, Llp | ||
| Group One Trading, L.p. | ||
| Belpointe Asset Management LLC | ||
| Citadel Advisors Llc | ||
| Column Capital Advisors, LLC | ||
| Millennium Management Llc | ||
| Your Advocates Ltd., LLP | ||
| Wolverine Trading, Llc | ||
| VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional 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 | ||
| XR Securities LLC | ||
| Virtu Financial LLC | ||
| Goldman Sachs Group Inc | ||
| XR Securities LLC | ||
| VBINX - Vanguard Balanced 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 | ||
| Eisler Capital (UK) Ltd. | ||
| Millennium Management Llc | ||
| Cowen And Company, Llc | ||
| UBS Group AG | ||
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 | ||
| Belvedere Trading LLC | ||
| D. E. Shaw & Co., Inc. | ||
| Cutler Group LP | ||
| Wolverine Asset Management Llc | ||
| Belvedere Trading LLC | ||
| Group One Trading, L.p. | ||
| Two Sigma Investments, Lp |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|---|
| XR Securities LLC | 0 |
| Susquehanna International Group, Llp | 0 |
| Name | Current Calls |
|---|---|
| Oasis Management Co Ltd. | 0 |
| Wolverine 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 | Percentage Decrease |
|---|
| Name |
|---|
| 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 | 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 |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
|---|
| Name |
|---|