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408 hedge funds and large institutions have $4.58B invested in Itron in 2024 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 146 increasing their positions, 156 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

355% more call options, than puts

Call options by funds: $134M | Put options by funds: $29.4M

58% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 45

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more capital invested

Capital invested by funds: $4.12B → $4.58B (+$458M)

7% more funds holding

Funds holding: 383408 (+25)

3.02% more ownership

Funds ownership: 97.95%100.96% (+3%)

6% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 156

Holders
408
Holders Change
+25
Holders Change %
+6.53%
% of All Funds
5.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
71
Increased
146
Reduced
156
Closed
45
Calls
$134M
Puts
$29.4M
Net Calls
+$104M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
376
Arax Advisory Partners
Colorado
$7.72K +$7.85K +78 New
HIM
377
Hillsdale Investment Management
Ontario, Canada
$6.93K -$1.01K -10 -13%
LC
378
Lindbrook Capital
California
$6.14K -$2.21K -22 -26%
UB
379
UMB Bank
Missouri
$5.15K +$3.42K +34 +189%
FC
380
Fairscale Capital
New Hampshire
$5.05K +$4.73K +47 New
CA
381
Clearstead Advisors
Ohio
$5.05K +$5.13K +51 New
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$4.95K +$5.03K +50 New
Bessemer Group
383
Bessemer Group
New Jersey
$4K -$2.01K -20 -33%
IC
384
Innealta Capital
Texas
$3.86K +$3.92K +39 New
CFB
385
Cullen/Frost Bankers
Texas
$3.76K +$3.82K +38 New
PA
386
Parallel Advisors
California
$3.27K -$1.31K -13 -28%
FMII
387
Farmers & Merchants Investments Inc
Nebraska
$2.97K -$302 -3 -9%
JWA
388
JFS Wealth Advisors
Pennsylvania
$2.87K
PWMG
389
Private Wealth Management Group
New Jersey
$2.67K
WT
390
Whittier Trust
California
$2.47K
CPG
391
Cornerstone Planning Group
New Jersey
$2.34K
AssetMark Inc
392
AssetMark Inc
California
$1.88K +$1.91K +19 New
BIA
393
Bell Investment Advisors
California
$1.09K
HWA
394
HHM Wealth Advisors
Tennessee
$990
IFAM
395
Institutional & Family Asset Management
Colorado
$990 +$403 +4 +67%
RIL
396
Rothschild Investment LLC
Illinois
$990 +$503 +5 +100%
AFWM
397
Abich Financial Wealth Management
Virginia
$990 +$906 +9 +900%
SIC
398
SJS Investment Consulting
Ohio
$891
HNB
399
Huntington National Bank
Ohio
$693 +$604 +6 +600%
LFG
400
Larson Financial Group
Missouri
$693 +$704 +7 New