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235 hedge funds and large institutions have $2.47B invested in Itron in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

76% more call options, than puts

Call options by funds: $5.14M | Put options by funds: $2.93M

10% more capital invested

Capital invested by funds: $2.23B → $2.47B (+$234M)

7% more funds holding

Funds holding: 220235 (+15)

2.5% more ownership

Funds ownership: 95.38%97.88% (+2.5%)

5% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 74

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
235
Holders Change
+15
Holders Change %
+6.82%
% of All Funds
5.37%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
36
Increased
78
Reduced
74
Closed
17
Calls
$5.14M
Puts
$2.93M
Net Calls
+$2.21M
Net Calls Change
-$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
226
Whittier Trust
California
$2K
TWA
227
TCI Wealth Advisors
Arizona
$2K +$379 +6 +33%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$1K
FGAM
229
Financial Gravity Asset Management
Texas
$1K
GWM
230
Geneos Wealth Management
Colorado
$1K
PFBT
231
Parkside Financial Bank & Trust
Missouri
$1K
QI
232
QS Investors
New York
$1K
SWP
233
Stratos Wealth Partners
Ohio
$1K +$1.26K +20 New
BP
234
Banbury Partners
North Carolina
-$15.7M -261,974 Closed
Adage Capital Partners
235
Adage Capital Partners
Massachusetts
-$12M -200,000 Closed
CLM
236
ClearBridge LLC (Maryland)
Maryland
-$11.7K -194,440 Closed
HCM
237
Highbridge Capital Management
New York
-$2.05M -34,152 Closed
ECM
238
Engine Capital Management
New York
-$2.04M -33,902 Closed
OAM
239
Oxford Asset Management
United Kingdom
-$1.08M -17,883 Closed
CM
240
Caption Management
Oklahoma
-$600K -10,000 Closed
Los Angeles Capital Management
241
Los Angeles Capital Management
California
-$517K -8,608 Closed
6M
242
6 Meridian
Kansas
-$404K -6,735 Closed
AB
243
Amalgamated Bank
New York
-$332K -5,527 Closed
Victory Capital Management
244
Victory Capital Management
Texas
-$270K -4,500 Closed
SRAM
245
Stone Ridge Asset Management
New York
-$258K -4,289 Closed
RWP
246
RWA Wealth Partners
Massachusetts
-$116K -1,938 Closed
MA
247
MUFG Americas
New York
-$13K -216 Closed
WAP
248
Wealthcare Advisory Partners
Pennsylvania
-$7K -112 Closed
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
-$6K -105 Closed
AOWM
250
Alpha Omega Wealth Management
Virginia
-$4K -66 Closed