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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
CA
326
CoreCap Advisors
Michigan
$19.5K +$17K +211 New
EBA
327
Eagle Bay Advisors
New York
$19.1K -$3.63K -45 -18%
CTA
328
Colonial Trust Advisors
South Carolina
$18.5K
CFM
329
Catalyst Funds Management
Australia
$18.5K +$16.1K +200 New
CA
330
Continuum Advisory
Idaho
$18.1K +$13.5K +167 New
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$17.8K +$805 +10 +5%
CFGS
332
Concourse Financial Group Securities
Alabama
$17.8K +$15.5K +192 New
A
333
AlphaQuest
New York
$17.1K -$322K -3,995 -96%
WTA
334
Washington Trust Advisors
Massachusetts
$16.2K -$6.04K -75 -30%
RA
335
Rise Advisors
New York
$15.2K +$13.2K +164 New
HCP
336
Hexagon Capital Partners
Arkansas
$13.5K +$8.46K +105 +256%
CPG
337
Custom Portfolio Group
Colorado
$13.3K
PTC
338
Private Trust Company
Ohio
$13.3K +$1.61K +20 +16%
CIBC Private Wealth Group
339
CIBC Private Wealth Group
Georgia
$12.3K +$11K +137 New
CCA
340
Catalyst Capital Advisors
New York
$11.6K -$4.59K -57 -31%
MRC
341
Millburn Ridgefield Corp
New York
$11.6K -$4.59K -57 -31%
Cohen & Steers
342
Cohen & Steers
New York
$11K +$9.51K +118 New
FHA
343
First Horizon Advisors
Tennessee
$10.6K +$564 +7 +6%
BEI
344
Benjamin Edwards Inc
Missouri
$10K +$8.62K +107 New
AF
345
Advisornet Financial
Minnesota
$9.25K -$644 -8 -7%
TCM
346
Tradewinds Capital Management
Washington
$9.25K +$8.05K +100 New
NRG
347
Nemes Rush Group
Michigan
$9.07K
Mitsubishi UFJ Asset Management
348
Mitsubishi UFJ Asset Management
Japan
$8.97K
SAM
349
Smartleaf Asset Management
Massachusetts
$8.33K +$7.33K +91 New
LC
350
Lindbrook Capital
California
$7.77K +$6.12K +76 +950%