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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
TF
351
Tompkins Financial
New York
$38K
CFGS
352
Concourse Financial Group Securities
Alabama
$31.4K +$1.68K +15 +5%
EWA
353
EverSource Wealth Advisors
Alabama
$31.2K +$2.68K +24 +9%
HCP
354
Hexagon Capital Partners
Arkansas
$29.3K +$2.9K +26 +11%
Nomura Asset Management
355
Nomura Asset Management
Japan
$27.1K
GM
356
GeoWealth Management
Illinois
$25.4K +$25.6K +229 +4,580%
VCM
357
Versant Capital Management
Arizona
$24.4K -$2.68K -24 -10%
EC
358
Elequin Capital
New York
$23.5K +$1.23K +11 +5%
FHA
359
First Horizon Advisors
Tennessee
$22.6K +$3.13K +28 +16%
Fifth Third Bancorp
360
Fifth Third Bancorp
Ohio
$21.7K -$2.68K -24 -11%
CTA
361
Colonial Trust Advisors
South Carolina
$21.7K +$22.3K +200 New
UFF
362
USA Financial Formulas
Michigan
$21.7K +$22.3K +200 New
FDW
363
Fourth Dimension Wealth
Ohio
$20.7K +$21.3K +191 New
SCM
364
Sterling Capital Management
North Carolina
$19.9K +$14.1K +126 +221%
AssetMark Inc
365
AssetMark Inc
California
$19.1K +$18K +161 +1,073%
RA
366
Rise Advisors
New York
$17.8K
ST
367
Smithfield Trust
Pennsylvania
$17K +$3.02K +27 +22%
Bessemer Group
368
Bessemer Group
New Jersey
$17K +$5.81K +52 +51%
PWMG
369
Prestige Wealth Management Group
New Jersey
$16.3K +$2.79K +25 +20%
PTC
370
Private Trust Company
Ohio
$16.1K -$223 -2 -1%
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
$12.5K +$2.9K +26 +29%
ACM
372
Aster Capital Management
United Arab Emirates
$12.2K +$12.5K +112 New
UB
373
UMB Bank
Missouri
$11.7K
CIAM
374
Caitong International Asset Management
Hong Kong
$11.3K +$11.6K +104 New
RFG
375
REAP Financial Group
Texas
$11.2K

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.