We are live on ! Find out more

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
Cerity Partners
276
Cerity Partners
New York
$347K -$115K -1,026 -24%
Osaic Holdings
277
Osaic Holdings
Arizona
$344K -$305K -2,733 -46%
CCM
278
Coldstream Capital Management
Washington
$341K +$6.03K +54 +2%
TSS
279
Two Sigma Securities
New York
$338K +$348K +3,112 New
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$326K +$88.8K +795 +36%
YMRC
281
Yorktown Management & Research Company
Virginia
$326K
MEG
282
Millstone Evans Group
Colorado
$325K +$335K +2,995 New
BCI
283
Brinker Capital Investments
Pennsylvania
$322K -$24.1K -216 -7%
OPS
284
Orion Portfolio Solutions
Nebraska
$322K -$24.1K -216 -7%
TPA
285
Trivium Point Advisory
Connecticut
$322K +$12.1K +108 +4%
Wealth Enhancement Advisory Services
286
Wealth Enhancement Advisory Services
Minnesota
$321K +$96.9K +867 +42%
Mackenzie Financial
287
Mackenzie Financial
Ontario, Canada
$319K -$638K -5,710 -66%
CIC
288
Cornercap Investment Counsel
Georgia
$313K
MFG
289
Merit Financial Group
Georgia
$301K +$310K +2,775 New
BC
290
Bayforest Capital
United Kingdom
$300K +$309K +2,765 New
OR
291
Olympiad Research
Connecticut
$298K +$69.5K +622 +29%
QC
292
Quantessence Capital
New York
$295K +$303K +2,715 New
GS
293
GTS Securities
New York
$288K +$296K +2,650 New
MYIA
294
Mount Yale Investment Advisors
Colorado
$286K +$294K +2,633 New
SPA
295
Sherbrooke Park Advisers
New York
$286K -$120K -1,070 -29%
BCA
296
Bay Colony Advisors
Massachusetts
$285K
Cambridge Investment Research Advisors
297
Cambridge Investment Research Advisors
Iowa
$281K -$17.5K -157 -6%
SC
298
Savant Capital
Illinois
$280K +$670 +6 +0.2%
VT
299
Vise Technologies
New York
$267K +$42.6K +381 +18%
PA
300
Profund Advisors
Maryland
$259K +$3.58K +32 +1%

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.