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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
MIM
351
Macroview Investment Management
Maryland
$7.68K +$6.69K +83 New
HIM
352
Hillsdale Investment Management
Ontario, Canada
$7.4K -$805 -10 -11%
MPWT
353
MassMutual Private Wealth & Trust
Connecticut
$7.4K -$403 -5 -6%
MCM
354
Manchester Capital Management
Vermont
$6.75K +$564 +7 +11%
PS
355
Principal Securities
Iowa
$6.66K +$1.05K +13 +22%
Bessemer Group
356
Bessemer Group
New Jersey
$6K
RFG
357
REAP Financial Group
Texas
$5.37K +$4.67K +58 New
HI
358
Harbour Investments
Wisconsin
$5.09K +$4.43K +55 New
FGAM
359
Financial Gravity Asset Management
Texas
$4.56K +$3.95K +49 New
PA
360
Parallel Advisors
California
$4.26K +$2.66K +33 +254%
GRP
361
Global Retirement Partners
California
$3.61K -$1.13K -14 -26%
EC
362
Elequin Capital
New York
$3.52K +$3.06K +38 New
DA
363
Denali Advisors
California
$3.33K +$886 +11 +44%
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$3.05K
JWA
365
JFS Wealth Advisors
Pennsylvania
$2.68K
CPG
366
Cornerstone Planning Group
New Jersey
$2.57K
PWMG
367
Private Wealth Management Group
New Jersey
$2.5K
WT
368
Whittier Trust
California
$2.31K
FFA
369
Farther Finance Advisors
California
$1.88K +$483 +6 +40%
UB
370
UMB Bank
Missouri
$1.67K +$1.45K +18 New
BIA
371
Bell Investment Advisors
California
$1.02K
HWA
372
HHM Wealth Advisors
Tennessee
$926
SIC
373
SJS Investment Consulting
Ohio
$833
AWM
374
Abound Wealth Management
Tennessee
$556
Allspring Global Investments
375
Allspring Global Investments
North Carolina
$555 -$3.95K -49 -89%