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423 hedge funds and large institutions have $5.1B invested in Itron in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 166 increasing their positions, 152 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

499% more call options, than puts

Call options by funds: $151M | Put options by funds: $25.3M

56% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 32

11% more capital invested

Capital invested by funds: $4.58B → $5.1B (+$518M)

5.42% more ownership

Funds ownership: 100.96%106.38% (+5.4%)

4% more funds holding

Funds holding: 408423 (+15)

9% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 152

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
423
Holders Change
+15
Holders Change %
+3.68%
% of All Funds
6.07%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
50
Increased
166
Reduced
152
Closed
32
Calls
$151M
Puts
$25.3M
Net Calls
+$126M
Net Calls Change
+$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
401
Private Wealth Management Group
New Jersey
$2.88K
AFWM
402
Abich Financial Wealth Management
Virginia
$2.88K +$1.72K +17 +170%
WT
403
Whittier Trust
California
$2.67K
WWM
404
Wolff Wiese Magana
California
$2.56K +$2.43K +24 New
CPG
405
Cornerstone Planning Group
New Jersey
$2.5K
GWM
406
Geneos Wealth Management
Colorado
$2.46K +$2.33K +23 New
VWM
407
Venturi Wealth Management
Texas
$2.35K +$2.23K +22 New
AssetMark Inc
408
AssetMark Inc
California
$1.6K -$405 -4 -21%
BIA
409
Bell Investment Advisors
California
$1.18K
HWA
410
HHM Wealth Advisors
Tennessee
$1.07K
SIC
411
SJS Investment Consulting
Ohio
$962
BTI
412
Blue Trust Inc
Georgia
$891 +$911 +9 New
HNB
413
Huntington National Bank
Ohio
$748
LFG
414
Larson Financial Group
Missouri
$748
DPW
415
DiNuzzo Private Wealth
Pennsylvania
$641
AWM
416
Abound Wealth Management
Tennessee
$535 -$101 -1 -17%
GM
417
GeoWealth Management
Illinois
$534 +$506 +5 New
PFBT
418
Parkside Financial Bank & Trust
Missouri
$428
CTB
419
Country Trust Bank
Illinois
$320
CA
420
Claris Advisors
Missouri
$214 +$202 +2 New
TFM
421
TFC Financial Management
Massachusetts
$107
MFG
422
Mendota Financial Group
Wisconsin
$107 +$101 +1 New
LIA
423
Luken Investment Analytics
Tennessee
$53
LSA
424
Leonteq Securities AG
Switzerland
$1
Select Equity Group
425
Select Equity Group
New York
-$59.8M -603,877 Closed