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260 hedge funds and large institutions have $3.32B invested in Itron in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

48% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 71

45% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $9.07M

5% more funds holding

Funds holding: 247260 (+13)

1.63% less ownership

Funds ownership: 100.64%99.01% (-1.6%)

27% less capital invested

Capital invested by funds: $4.54B → $3.32B (-$1.22B)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
260
Holders Change
+13
Holders Change %
+5.26%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
105
Reduced
71
Closed
29
Calls
$13.1M
Puts
$9.07M
Net Calls
+$4.05M
Net Calls Change
+$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$26K
Fidelity Investments
227
Fidelity Investments
Massachusetts
$25K -$19.2K -224 -40%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$20K +$4.28K +50 +24%
VanEck Associates
229
VanEck Associates
New York
$19K -$1.28K -15 -6%
ST
230
Sageworth Trust
Pennsylvania
$16K
PA
231
Parallel Advisors
California
$16K +$16.2K +189 +700%
Baillie Gifford & Co
232
Baillie Gifford & Co
United Kingdom
$15K
LWM
233
Liberty Wealth Management
California
$15K
VCM
234
Versant Capital Management
Arizona
$11K -$8.91K -104 -42%
HCM
235
Highlander Capital Management
New Jersey
$11K
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$11K +$5.23K +61 +68%
CAL
237
Capital Analysts LLC
Pennsylvania
$11K +$12.9K +150 New
FPS
238
Fieldpoint Private Securities
Connecticut
$10K +$2.4K +28 +28%
PFBT
239
Parkside Financial Bank & Trust
Missouri
$9K -$600 -7 -6%
PCG
240
Private Capital Group
Connecticut
$8K
Jones Financial Companies
241
Jones Financial Companies
Missouri
$7K
QCG
242
Quadrant Capital Group
Ohio
$7K +$685 +8 +9%
TAIM
243
TD Ameritrade Investment Management
Nebraska
$6K +$2.31K +27 +41%
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6.86K +80 New
BCA
245
Berman Capital Advisors
Georgia
$5K +$5.31K +62 +477%
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$4K +$4.71K +55 New
AIM
247
Anchor Investment Management
South Carolina
$3.78K
TWA
248
TCI Wealth Advisors
Arizona
$3K -$3K -35 -44%
APA
249
American Portfolios Advisors
New York
$2.72K +$257 +3 +9%
WT
250
Whittier Trust
California
$2K