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Itron
ITRI

Overview Fund Activity

305 hedge funds and large institutions have $3.35B invested in Itron in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+28
Holders Change %
+10.11%
% of All Funds
4.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
54
Increased
89
Reduced
129
Closed
24
Calls
$11M
Puts
$22.6M
Net Calls
-$11.7M
Net Calls Change
-$15M

Top Buyers

1
BlackRock
BlackRock
New York
$626M
2
Morgan Stanley
Morgan Stanley
New York
$84.2M
3
ECA
Encompass Capital Advisors
New York
$24.9M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
$23.3M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$41.4M

Top Sellers

1
Amundi
Amundi
France
$146M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$22M
3
Millennium Management
Millennium Management
New York
$15.6M
4
ERSOT
Employees Retirement System of Texas
Texas
$0
5
Bank of New York Mellon
Bank of New York Mellon
New York
$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVH
276
Psagot Value Holdings
Israel
$8K -$229 -3 -3%
NRG
277
Nemes Rush Group
Michigan
$7.4K – – –
Mitsubishi UFJ Asset Management
278
Mitsubishi UFJ Asset Management
Japan
$7.03K – – –
HIM
279
Hillsdale Investment Management
Ontario, Canada
$6.8K +$755 +10 +13%
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$6.42K +$378 +5 +6%
Bessemer Group
281
Bessemer Group
New Jersey
$5K +$3.36K +41 +205%
MCM
282
Manchester Capital Management
Vermont
$4.98K – – –
Fidelity International
283
Fidelity International
Bermuda
$4.91K – – –
PS
284
Principal Securities
Iowa
$4.46K +$4.46K +59 New
Allspring Global Investments
285
Allspring Global Investments
North Carolina
$4.15K -$99.7K -1,320 -96%
GRP
286
Global Retirement Partners
California
$3.76K – – –
HCP
287
Hexagon Capital Partners
Arkansas
$3.1K +$3.1K +41 New
FMII
288
Farmers & Merchants Investments Inc
Nebraska
$2.49K – – –
JWA
289
JFS Wealth Advisors
Pennsylvania
$2.19K +$76 +1 +4%
PWMG
290
Private Wealth Management Group
New Jersey
$2.04K +$2.04K +27 New
DA
291
Denali Advisors
California
$1.89K +$378 +5 +25%
WT
292
Whittier Trust
California
$1.89K – – –
CPG
293
Cornerstone Planning Group
New Jersey
$1.81K – – –
FFA
294
Farther Finance Advisors
California
$1.13K +$1.13K +15 New
PA
295
Parallel Advisors
California
$982 -$7.55K -100 -88%
CAS
296
Coppell Advisory Solutions
Texas
$906 +$906 +12 New
BIA
297
Bell Investment Advisors
California
$831 -$529 -7 -39%
HWA
298
HHM Wealth Advisors
Tennessee
$756 +$756 +10 New
SIC
299
SJS Investment Consulting
Ohio
$680 +$151 +2 +29%
LC
300
Lindbrook Capital
California
$604 -$604 -8 -50%
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