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.
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.
Recent Quarter 1 New Institutes added
position
| Name |
Shares |
PPS |
| MKIEX - Mckee International Equity Portfolio Institutional Class Shares |
131,560
|
55.86 |
Recent Quarter 10 Institutes closed out
their
positions
| Name |
Shares |
PPS |
| CAGLX - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
250,000
|
64.94 |
| TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial |
122,844
|
63.26 |
| EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares |
56,995
|
65.67 |
| EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares |
22,405
|
65.70 |
| EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares |
13,334
|
65.70 |
| EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares |
3,121
|
65.68 |
| EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares |
|
| EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares |
|
| TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial |
|
| TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial |
|
Recent Quarter 17 Institutes
averaged
down
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
| VTTHX - Vanguard Target Retirement 2035 Fund Investor Shares |
1,266,063,220
|
19.17 |
546,658,123
|
20.45 |
| VTIVX - Vanguard Target Retirement 2045 Fund Investor Shares |
1,218,036,341
|
19.17 |
505,201,013
|
20.45 |
| VFORX - Vanguard Target Retirement 2040 Fund Investor Shares |
1,203,564,663
|
19.17 |
464,399,944
|
20.45 |
| VTHRX - Vanguard Target Retirement 2030 Fund Investor Shares |
1,170,287,102
|
19.17 |
479,739,607
|
20.45 |
| VTTVX - Vanguard Target Retirement 2025 Fund Investor Shares |
1,002,116,415
|
19.17 |
466,963,736
|
20.45 |
| VFIFX - Vanguard Target Retirement 2050 Fund Investor Shares |
991,165,687
|
19.17 |
386,388,106
|
20.45 |
| VFFVX - Vanguard Target Retirement 2055 Fund Investor Shares |
598,038,555
|
19.17 |
224,829,837
|
20.45 |
| VTWNX - Vanguard Target Retirement 2020 Fund Investor Shares |
464,251,540
|
19.17 |
223,569,068
|
20.45 |
| VASGX - Vanguard LifeStrategy Growth Fund Investor Shares |
334,533,444
|
17.97 |
325,355,247
|
20.86 |
| VTTSX - Vanguard Target Retirement 2060 Fund Investor Shares |
286,969,954
|
19.17 |
121,159,789
|
20.45 |
| VSMGX - Vanguard LifeStrategy Moderate Growth Fund Investor Shares |
260,331,207
|
17.97 |
253,505,429
|
20.86 |
| VTINX - Vanguard Target Retirement Income Fund Investor Shares |
145,380,013
|
19.17 |
95,487,468
|
20.45 |
| VTXVX - Vanguard Target Retirement 2015 Fund Investor Shares |
134,300,754
|
19.17 |
78,099,979
|
20.45 |
| VSCGX - Vanguard LifeStrategy Conservative Growth Fund Investor Shares |
99,233,027
|
17.97 |
96,596,719
|
20.86 |
| VLXVX - Vanguard Target Retirement 2065 Fund Investor Shares |
61,018,553
|
19.17 |
28,492,911
|
20.45 |
| VASIX - Vanguard LifeStrategy Income Fund Investor Shares |
22,747,719
|
17.97 |
23,338,844
|
20.86 |
| VPGDX - Vanguard Managed Payout Fund Investor Shares |
16,746,893
|
19.17 |
16,125,979
|
20.45 |
Recent Quarter 0 Institutes averaged
Up
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Recent Quarter 16 Institutes
Increased
Positions
| Name |
Shares Added |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Increase |
| VFORX - Vanguard Target Retirement 2040 Fund Investor Shares |
739,164,719
|
1,203,564,663
|
19.17 |
464,399,944
|
20.45 |
159.17 |
| VTTHX - Vanguard Target Retirement 2035 Fund Investor Shares |
719,405,097
|
1,266,063,220
|
19.17 |
546,658,123
|
20.45 |
131.60 |
| VTIVX - Vanguard Target Retirement 2045 Fund Investor Shares |
712,835,328
|
1,218,036,341
|
19.17 |
505,201,013
|
20.45 |
141.10 |
| VTHRX - Vanguard Target Retirement 2030 Fund Investor Shares |
690,547,495
|
1,170,287,102
|
19.17 |
479,739,607
|
20.45 |
143.94 |
| VFIFX - Vanguard Target Retirement 2050 Fund Investor Shares |
604,777,581
|
991,165,687
|
19.17 |
386,388,106
|
20.45 |
156.52 |
| VTTVX - Vanguard Target Retirement 2025 Fund Investor Shares |
535,152,679
|
1,002,116,415
|
19.17 |
466,963,736
|
20.45 |
114.60 |
| VFFVX - Vanguard Target Retirement 2055 Fund Investor Shares |
373,208,718
|
598,038,555
|
19.17 |
224,829,837
|
20.45 |
166.00 |
| VTWNX - Vanguard Target Retirement 2020 Fund Investor Shares |
240,682,472
|
464,251,540
|
19.17 |
223,569,068
|
20.45 |
107.65 |
| VTTSX - Vanguard Target Retirement 2060 Fund Investor Shares |
165,810,165
|
286,969,954
|
19.17 |
121,159,789
|
20.45 |
136.85 |
| VTXVX - Vanguard Target Retirement 2015 Fund Investor Shares |
56,200,775
|
134,300,754
|
19.17 |
78,099,979
|
20.45 |
71.96 |
| VTINX - Vanguard Target Retirement Income Fund Investor Shares |
49,892,545
|
145,380,013
|
19.17 |
95,487,468
|
20.45 |
52.25 |
| VLXVX - Vanguard Target Retirement 2065 Fund Investor Shares |
32,525,642
|
61,018,553
|
19.17 |
28,492,911
|
20.45 |
114.15 |
| VASGX - Vanguard LifeStrategy Growth Fund Investor Shares |
9,178,197
|
334,533,444
|
17.97 |
325,355,247
|
20.86 |
2.82 |
| VSMGX - Vanguard LifeStrategy Moderate Growth Fund Investor Shares |
6,825,778
|
260,331,207
|
17.97 |
253,505,429
|
20.86 |
2.69 |
| VSCGX - Vanguard LifeStrategy Conservative Growth Fund Investor Shares |
2,636,308
|
99,233,027
|
17.97 |
96,596,719
|
20.86 |
2.73 |
| VPGDX - Vanguard Managed Payout Fund Investor Shares |
620,914
|
16,746,893
|
19.17 |
16,125,979
|
20.45 |
3.85 |
Recent Quarter 1 Institutes
Decreased
Positions
| Name |
Reduced Shares |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Decrease |
| VASIX - Vanguard LifeStrategy Income Fund Investor Shares |
591,125
|
22,747,719
|
17.97 |
23,338,844
|
20.86 |
-2.53 |
Recent Quarter 0 New Institutes added
Put
Positions
Recent Quarter 0 New Institutes added
Call
Positions
Recent Quarter 0 New Institutes added
Short Position
Recent Quarter 0 Previous Institutes
closed Put
Positions
Recent Quarter 0 Previous
Institutes closed Call
Positions
Recent Quarter 0 Previous
Institutes closed Short Position
Past Week 0 New Institutes added
position
Past Week 0 Institutes closed out their
positions
Past Week 0 Institutes averaged
down
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Past Week 0 Institutes averaged
Up
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Past Week 0 Institutes Increased
Positions
| Name |
Shares Added |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Increase |
Past Week 0 Institutes Decreased
Positions
| Name |
Reduced Shares |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Decrease |
Past Week 0 New Institutes added Put
Positions
Past Week 0 New Institutes added Call
Positions
Past Week 0 New Institutes added Short
Position
Past Week 0 Previous Institutes closed
Put
Positions
Past Week 0 Previous Institutes closed
Call
Positions
Past Week 0 Previous Institutes closed
Short Position
Past Week 0 Institutes Increased
Puts
| Name |
Increased Puts |
Current Puts |
Previous Puts |
Percentage Increase |
Past Week 0 Institutes Increased
Calls
| Name |
Increased Calls |
Current Calls |
Previous Calls |
Percentage Increase |
Recent Quarter 0 Institutes Increased
Short Positions
Past Week 0 Institutes Reduced Puts
| Name |
Reduced Puts |
Current Puts |
Previous Puts |
Percent Decrease |
Past Week 0 Institutes Reduced
Calls
| Name |
Reduced Calls |
Current Calls |
Previous Calls |
Percent Decrease |
Past Week 0 Institutes Reduced Short
Positions