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Itron
ITRI

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: 423 → 430 (+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: 3 → 3 (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

Top Buyers

1
BHC
Bowen Hanes & Co
Florida
+$28.3M
2
Macquarie Group
Macquarie Group
Australia
+$26.1M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$24M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$21.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$27.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$20M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$16.5M
4
Amundi
Amundi
France
-$16.3M
5
Morgan Stanley
Morgan Stanley
New York
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
101
ALPS Advisors
Colorado
$6.59M -$4.25M -38,015 -39%
SFI
102
Susquehanna Fundamental Investments
Pennsylvania
$6.58M +$6.77M +60,615 New
IAM
103
Ion Asset Management
Israel
$6.51M – – –
JGUA
104
John G. Ullman & Associates
New York
$6.44M -$198K -1,776 -3%
SCM
105
SIR Capital Management
New York
$6.44M +$1.35M +12,105 +26%
BHWA
106
Beacon Harbor Wealth Advisors
Virginia
$6.32M +$229K +2,049 +4%
Canada Life
107
Canada Life
Manitoba, Canada
$6.26M -$951K -8,511 -13%
PL
108
Perpetual Ltd
Australia
$6.14M -$3.53M -31,576 -36%
GI
109
GAMCO Investors
Connecticut
$6.08M -$55.9K -500 -0.9%
Prudential Financial
110
Prudential Financial
New Jersey
$5.76M +$6.93K +62 +0.1%
Capital Fund Management (CFM)
111
Capital Fund Management (CFM)
France
$5.75M +$1.73M +15,515 +41%
Fidelity International
112
Fidelity International
Bermuda
$5.74M +$4.84M +43,356 +457%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$5.71M -$845K -7,565 -13%
FCM
114
Fieldview Capital Management
Michigan
$5.08M +$5.23M +46,812 New
GC
115
Globeflex Capital
California
$5.04M – – –
OLA
116
Oliver Luxxe Assets
New Jersey
$4.95M +$2.62M +23,422 +104%
Los Angeles Capital Management
117
Los Angeles Capital Management
California
$4.82M +$474K +4,241 +11%
MAP
118
Moody Aldrich Partners
Massachusetts
$4.67M +$329K +2,945 +7%
PAA
119
Peregrine Asset Advisers
Oregon
$4.66M +$2.38M +21,260 +98%
California State Teachers Retirement System (CalSTRS)
120
California State Teachers Retirement System (CalSTRS)
California
$4.57M -$149K -1,330 -3%
IIM
121
INTECH Investment Management
Florida
$4.49M +$2.45M +21,919 +113%
PP
122
PDT Partners
New York
$4.43M +$345K +3,090 +8%
NIM
123
NXG Investment Management
Texas
$4.34M – – –
GLA
124
Great Lakes Advisors
Illinois
$4.1M +$190K +1,696 +5%
D.E. Shaw & Co
125
D.E. Shaw & Co
New York
$3.87M -$3.69M -33,062 -48%
3 4
5
6 7

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.