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Itron
ITRI

Overview Fund Activity

276 hedge funds and large institutions have $3.15B invested in Itron in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 86 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+31
Holders Change %
+12.65%
% of All Funds
4.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
59
Increased
86
Reduced
101
Closed
27
Calls
$17.1M
Puts
$16.5M
Net Calls
+$635K
Net Calls Change
-$12.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$21.8M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$398M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$12.2M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$107M
5
GIPM
5
G2 Investment Partners Management
New York
$9.63M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$38.8M
2
Amundi
2
Amundi
France
$156M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$64.5M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$0
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
251
Chilton Capital Management
Texas
$7.21K – – –
NRG
252
Nemes Rush Group
Michigan
$7.07K +$7.07K +98 New
FCAG
253
First Capital Advisors Group
New Jersey
$5.91K +$5.91K +82 New
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$5.77K – – –
PFBT
255
Parkside Financial Bank & Trust
Missouri
$5.05K +$72 +1 +1%
MCM
256
Manchester Capital Management
Vermont
$4.76K +$4.76K +66 New
Bessemer Group
257
Bessemer Group
New Jersey
$4K +$2.62K +38 +190%
GRP
258
Global Retirement Partners
California
$3.1K +$1.08K +15 +54%
FMII
259
Farmers & Merchants Investments Inc
Nebraska
$2.38K – – –
JWA
260
JFS Wealth Advisors
Pennsylvania
$2.02K +$72 +1 +4%
TAIM
261
TD Ameritrade Investment Management
Nebraska
$2K – – –
EC
262
Elequin Capital
New York
$1.88K +$1.88K +26 New
WT
263
Whittier Trust
California
$1.8K – – –
CPG
264
Cornerstone Planning Group
New Jersey
$1.73K +$1.73K +24 New
PA
265
Parallel Advisors
California
$1.37K +$505 +7 +58%
BIA
266
Bell Investment Advisors
California
$1.3K +$505 +7 +64%
LC
267
Lindbrook Capital
California
$1.15K – – –
VF
268
VitalStone Financial
Texas
$1K – – –
BAAM
269
Baker Avenue Asset Management
California
$721 – – –
SIC
270
SJS Investment Consulting
Ohio
$649 +$216 +3 +50%
DI
271
Disciplined Investments
Oklahoma
$577 +$72 +1 +14%
AWM
272
Abound Wealth Management
Tennessee
$433 +$433 +6 New
FGAM
273
Financial Gravity Asset Management
Texas
$165 +$165 +72 New
CA
274
Crewe Advisors
Utah
$145 +$145 +2 New
HNB
275
Huntington National Bank
Ohio
$72 – – –
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