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246 hedge funds and large institutions have $2.21B invested in Itron in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more call options, than puts

Call options by funds: $27.8M | Put options by funds: $6.64M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

17% more capital invested

Capital invested by funds: $1.9B → $2.21B (+$314M)

3% more funds holding

Funds holding: 240246 (+6)

0.52% less ownership

Funds ownership: 99.95%99.43% (-0.52%)

1% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 92

Holders
246
Holders Change
+6
Holders Change %
+2.5%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
91
Reduced
92
Closed
26
Calls
$27.8M
Puts
$6.64M
Net Calls
+$21.2M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$18.5M +$1.28M +25,998 +8%
Vontobel Holding
27
Vontobel Holding
Switzerland
$17.9M -$1.18M -23,928 -6%
ClearBridge Investments
28
ClearBridge Investments
New York
$15.8M -$104K -2,111 -0.7%
Deutsche Bank
29
Deutsche Bank
Germany
$15.7M -$3.49M -70,605 -19%
PA
30
Pinnacle Associates
New York
$15.1M +$1.18M +23,944 +9%
Legal & General Group
31
Legal & General Group
United Kingdom
$14.8M +$935K +18,926 +7%
ERSOT
32
Employees Retirement System of Texas
Texas
$14.5M +$14.2M +286,652 New
AA
33
ALPS Advisors
Colorado
$14M -$2.19M -44,239 -14%
Principal Financial Group
34
Principal Financial Group
Iowa
$14M -$103K -2,094 -0.8%
CS
35
Credit Suisse
Switzerland
$13.4M +$334K +6,767 +3%
AAP
36
Ardsley Advisory Partners
Connecticut
$13.3M +$9.25M +187,250 +250%
SAM
37
Storebrand Asset Management
Norway
$13.3M -$872K -17,647 -6%
Axa
38
Axa
France
$13.1M -$284K -5,757 -2%
Ameriprise
39
Ameriprise
Minnesota
$11.6M -$15.1K -305 -0.1%
SEI Investments
40
SEI Investments
Pennsylvania
$9.97M +$391K +7,918 +4%
BC
41
Brookfield Corp
Ontario, Canada
$9.92M +$604K +12,220 +7%
N
42
Nuveen
North Carolina
$9.76M -$932K -18,871 -9%
Federated Hermes
43
Federated Hermes
Pennsylvania
$9.69M -$3.63M -73,509 -28%
JP Morgan Chase
44
JP Morgan Chase
New York
$8.18M -$2.74M -55,437 -26%
PC
45
Pier Capital
Connecticut
$8.16M +$51.9K +1,051 +0.7%
TAM
46
Trillium Asset Management
Massachusetts
$7.79M +$169K +3,428 +2%
PCM
47
Peregrine Capital Management
Minnesota
$7.59M -$225K -4,550 -3%
Bank of America
48
Bank of America
North Carolina
$7.51M -$1.14M -23,082 -13%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$7.24M +$119K +2,408 +2%
Citadel Advisors
50
Citadel Advisors
Florida
$6.73M -$7.57M -153,223 -54%