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207 hedge funds and large institutions have $1.35B invested in Itron in 2014 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 62 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 62

11% less funds holding

Funds holding: 232207 (-25)

16% less capital invested

Capital invested by funds: $1.6B → $1.35B (-$254M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

55% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 42

74% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $5.57M

Holders
207
Holders Change
-25
Holders Change %
-10.78%
% of All Funds
5.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
19
Increased
88
Reduced
62
Closed
42
Calls
$1.46M
Puts
$5.57M
Net Calls
-$4.11M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MIU
226
Man Investments (UK)
United Kingdom
-$313K -7,555 Closed
SGAM
227
Steinberg Global Asset Management
Florida
-$304K -7,347 Closed
DekaBank Deutsche Girozentrale
228
DekaBank Deutsche Girozentrale
Germany
-$290K -7,000 Closed
CL
229
Croft-Leominster
Maryland
-$288K -6,950 Closed
BTS
230
BB&T Securities
Virginia
-$2.65M -6,402 Closed
SC
231
Sophrosyne Capital
New York
-$240K -5,800 Closed
FCM
232
Firsthand Capital Management
California
-$231K -5,565 Closed
ISL
233
Ingalls & Snyder LLC
New York
-$229K -5,550 Closed
LPL Financial
234
LPL Financial
California
-$229K -5,537 Closed
COPPSERS
235
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$228K -5,494 Closed
CAM
236
Capstone Asset Management
Texas
-$204K -4,925 Closed
GIA
237
Gargoyle Investment Advisor
New Jersey
-$204K -4,918 Closed
JG
238
Jefferies Group
New York
-$143K -3,457 Closed
QT
239
Quantbot Technologies
New York
-$103K -2,500 Closed
BWP
240
Baldwin Wealth Partners
Massachusetts
-$88K -2,124 Closed
PCM
241
Prelude Capital Management
New York
-$56K -1,348 Closed
PSC
242
Prentiss Smith & Co
Vermont
-$29K -695 Closed
MWP
243
MYCIO Wealth Partners
Pennsylvania
-$16K -391 Closed
CCM
244
Chilton Capital Management
Texas
-$14.5K -350 Closed
GI
245
Gradient Investments
Minnesota
-$12K -300 Closed
HF
246
Hoxton Financial
West Virginia
-$6K -152 Closed
EWM
247
Elite Wealth Management
Washington
-$3K -65 Closed
LTFS
248
Ladenburg Thalmann Financial Services
Florida
-$2K -37 Closed
Walleye Trading
249
Walleye Trading
New York
-$1.36K -36 Closed
PTC
250
Private Trust Company
Ohio
-$644 -17 -57%

ITRI Hedge Fund Activity: Q1 2014 in Review

207 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Itron (ITRI) for Q1 2014, worth a combined $1.35B — down 16% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of ITRI and 19 opened new positions — a net loss of 23 holders — while 62 trimmed existing stakes and 88 added.

The largest buyer was Harris Associates, adding an estimated $33.8M. The largest seller was Capital Research Global Investors, cutting an estimated $53M.

  • 207 institutional investors held Itron (ITRI) as of Q1 2014, down from 232 in Q4 2013.
  • Funds reported $1.35B of Itron stock for Q1 2014, down 16% quarter-over-quarter.
  • 19 funds opened new Itron positions in Q1 2014 and 42 closed out, a net change of -23 holders.
  • The largest Itron buyer in Q1 2014 was Harris Associates, an estimated $33.8M added.
  • The largest Itron seller in Q1 2014 was Capital Research Global Investors, an estimated $53M sold.

Based on aggregated 13F filings for Q1 2014.