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383 hedge funds and large institutions have $4.12B invested in Itron in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 107 increasing their positions, 143 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 20

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more funds holding

Funds holding: 306383 (+77)

22% more capital invested

Capital invested by funds: $3.37B → $4.12B (+$754M)

0.17% less ownership

Funds ownership: 98.12%97.95% (-0.17%)

12% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $15.6M

25% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 143

Holders
383
Holders Change
+77
Holders Change %
+25.16%
% of All Funds
5.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
100
Increased
107
Reduced
143
Closed
20
Calls
$13.7M
Puts
$15.6M
Net Calls
-$1.93M
Net Calls Change
+$9.72M
Name Holding Trade Value Shares
Change
Change in
Stake
WFG
251
Wormser Freres Gestion
France
$326K +$48.5K +602 +21%
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$316K -$10.9K -135 -4%
Bank Julius Baer & Co
253
Bank Julius Baer & Co
Switzerland
$315K
SCI
254
S&CO Inc
Massachusetts
$305K
Cetera Investment Advisers
255
Cetera Investment Advisers
Illinois
$304K +$264K +3,282 New
N
256
Natixis
France
$294K -$248K -3,082 -49%
EI
257
Ethic Inc
New York
$294K -$1.85K -23 -0.7%
SO
258
STRS Ohio
Ohio
$286K +$56.4K +700 +29%
PF
259
Phoenix Financial
Israel
$285K -$55.9K -694 -18%
TCM
260
Teza Capital Management
Illinois
$279K -$112K -1,393 -32%
BA
261
Bridgewater Associates
Connecticut
$270K -$486K -6,039 -67%
VAS
262
Vestmark Advisory Solutions
Massachusetts
$267K +$232K +2,882 New
Mackenzie Financial
263
Mackenzie Financial
Ontario, Canada
$260K -$569K -7,070 -72%
BCA
264
Bay Colony Advisors
Massachusetts
$257K
HIC
265
Hartline Investment Corp
Illinois
$257K +$224K +2,775 New
X
266
Xponance
Pennsylvania
$256K +$886 +11 +0.4%
Truist Financial
267
Truist Financial
North Carolina
$252K +$219K +2,725 New
ECM
268
Evergreen Capital Management
Washington
$248K +$216K +2,684 New
IA
269
Inspire Advisors
Idaho
$244K +$213K +2,642 New
Mariner
270
Mariner
Kansas
$244K +$212K +2,636 New
HighTower Advisors
271
HighTower Advisors
Illinois
$243K +$213K +2,640 New
FAM
272
Formidable Asset Management
Ohio
$240K -$19.3K -239 -8%
OAM
273
Oxford Asset Management
United Kingdom
$236K +$205K +2,549 New
PA
274
Profund Advisors
Maryland
$235K -$31K -385 -13%
MFG
275
Menard Financial Group
Texas
$233K +$203K +2,519 New