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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: 423430 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
251
GSA Capital Partners
United Kingdom
$468K +$481K +4,309 New
EGM
252
Engineers Gate Manager
New York
$467K +$86.8K +777 +22%
BCM
253
Brasada Capital Management
Texas
$465K
Corient Private Wealth
254
Corient Private Wealth
Florida
$463K +$54.5K +488 +13%
CWM
255
CIBC World Markets
New York
$459K +$472K +4,227 New
PSC
256
Portman Square Capital
United Kingdom
$451K +$10.3K +92 +2%
Allspring Global Investments
257
Allspring Global Investments
North Carolina
$443K -$1.12K -10 -0.2%
KAS
258
Kestra Advisory Services
Texas
$440K +$18K +161 +4%
Stifel Financial
259
Stifel Financial
Missouri
$429K -$108K -967 -20%
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$421K +$6.26K +56 +1%
EI
261
Ethic Inc
New York
$418K +$75.2K +673 +21%
MWPCG
262
Measured Wealth Private Client Group
New Hampshire
$414K +$37.8K +338 +10%
SO
263
STRS Ohio
Ohio
$413K -$11.2K -100 -3%
MML Investors Services
264
MML Investors Services
Massachusetts
$400K +$50.8K +455 +14%
CMF
265
Counterpoint Mutual Funds
California
$393K +$111K +989 +38%
FCM
266
Firsthand Capital Management
California
$387K -$112K -1,000 -22%
ECM
267
Everence Capital Management
Indiana
$387K -$275K -2,460 -41%
VI
268
Vestcor Inc
New Brunswick, Canada
$376K +$387K +3,467 New
ECM
269
Evergreen Capital Management
Washington
$376K +$24K +215 +7%
US Bancorp
270
US Bancorp
Minnesota
$375K -$251K -2,250 -39%
Mariner
271
Mariner
Kansas
$374K +$22.8K +204 +6%
Russell Investments Group
272
Russell Investments Group
United Kingdom
$369K -$146K -1,304 -28%
Bank Julius Baer & Co
273
Bank Julius Baer & Co
Switzerland
$369K +$23.8K +213 +7%
X
274
Xponance
Pennsylvania
$363K +$37K +331 +11%
SCI
275
S&CO Inc
Massachusetts
$358K

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.