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Itron
ITRI

430 hedge funds and large institutions have $5.22B invested in Itron in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 174 increasing their positions, 141 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $149M | Put options by funds: $30.2M

30% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 43

23% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 141

2% more funds holding

Funds holding: 423 → 430 (+7)

2% more capital invested

Capital invested by funds: $5.1B → $5.22B (+$124M)

0.32% more ownership

Funds ownership: 106.38% → 106.7% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
430
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
5.66%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
56
Increased
174
Reduced
141
Closed
43
Calls
$149M
Puts
$30.2M
Net Calls
+$119M
Net Calls Change
-$6.6M

Top Buyers

1
BHC
Bowen Hanes & Co
Florida
+$28.3M
2
Macquarie Group
Macquarie Group
Australia
+$26.1M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$24M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$21.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$27.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$20M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$16.5M
4
Amundi
Amundi
France
-$16.3M
5
Morgan Stanley
Morgan Stanley
New York
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
I
226
InceptionR
California
$668K +$687K +6,149 New
HWAM
227
Hennion & Walsh Asset Management
New Jersey
$660K +$298K +2,671 +78%
TRCT
228
Tower Research Capital (TRC)
New York
$650K +$637K +5,701 +2,000%
FIM
229
FWL Investment Management
Texas
$640K +$76.1K +681 +13%
GAA
230
Green Alpha Advisors
Colorado
$638K +$44.1K +395 +7%
EC
231
EntryPoint Capital
New York
$630K +$225K +2,017 +53%
MFG
232
Menard Financial Group
Texas
$617K +$69.2K +619 +12%
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$607K +$5.7K +51 +0.9%
Public Employees Retirement Association of Colorado
234
Public Employees Retirement Association of Colorado
Colorado
$598K – – –
GFA
235
Gallagher Fiduciary Advisors
Illinois
$588K +$92.3K +826 +18%
BAM
236
Bosun Asset Management
Illinois
$577K +$224K +2,007 +61%
DTL
237
Dynamic Technology Lab
Singapore
$574K -$1.24M -11,116 -68%
Toronto Dominion Bank
238
Toronto Dominion Bank
Ontario, Canada
$563K +$4.58K +41 +0.8%
CGH
239
Crossmark Global Holdings
Texas
$558K -$70.3K -629 -11%
NIM
240
NEOS Investment Management
Connecticut
$554K +$570K +5,100 New
NAAA
241
New Age Alpha Advisors
New York
$552K +$568K +5,083 New
UWS
242
Unique Wealth Strategies
Illinois
$547K +$20.7K +185 +4%
Truist Financial
243
Truist Financial
North Carolina
$538K +$120K +1,070 +28%
TE
244
Tema ETFs
New York
$517K +$532K +4,760 New
AIP
245
Ameritas Investment Partners
Nebraska
$513K +$15.6K +140 +3%
QC
246
Quadrature Capital
United Kingdom
$499K -$730K -6,534 -59%
MIIM
247
Mesirow Institutional Investment Management
Illinois
$489K +$162K +1,454 +48%
Mercer Global Advisors
248
Mercer Global Advisors
Colorado
$483K -$212K -1,900 -30%
Robeco Institutional Asset Management
249
Robeco Institutional Asset Management
Netherlands
$480K – – –
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$471K +$477K +4,273 +3,119%
8 9
10
11 12

ITRI Hedge Fund Activity: Q4 2024 in Review

430 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Itron (ITRI) for Q4 2024, worth a combined $5.22B — up 2.4% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new ITRI positions and 43 closed out — a net gain of 13 holders — while 174 added to existing stakes and 141 trimmed.

The largest buyer was Bowen Hanes & Co, opening a new position worth an estimated $28.3M. The largest seller was Invesco, cutting an estimated $27.5M.

  • 430 institutional investors held Itron (ITRI) as of Q4 2024, up from 423 in Q3 2024.
  • Funds reported $5.22B of Itron stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 56 funds opened new Itron positions in Q4 2024 and 43 closed out, a net change of +13 holders.
  • The largest Itron buyer in Q4 2024 was Bowen Hanes & Co, an estimated $28.3M added.
  • The largest Itron seller in Q4 2024 was Invesco, an estimated $27.5M sold.

Based on aggregated 13F filings for Q4 2024.