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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
LSERS
151
Louisiana State Employees Retirement System
Louisiana
$2.37M +$11.2K +100 +0.5%
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$2.3M +$1.38M +12,322 +139%
Pathstone Holdings
153
Pathstone Holdings
New Jersey
$2.27M -$127K -1,140 -5%
State of Tennessee, Department of Treasury
154
State of Tennessee, Department of Treasury
Tennessee
$2.23M -$249K -2,226 -10%
OC
155
Oppenheimer & Co
New York
$2.21M +$85.5K +765 +4%
UBP
156
Union Bancaire Privee
Switzerland
$2.16M +$2.33M +20,836 New
Verition Fund Management
157
Verition Fund Management
Connecticut
$2.13M +$1.73M +15,496 +377%
Ensign Peak Advisors
158
Ensign Peak Advisors
Utah
$2.11M – – –
Creative Planning
159
Creative Planning
Kansas
$2.06M +$365K +3,268 +21%
Connor, Clark & Lunn Investment Management (CC&L)
160
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.04M -$2.45M -21,932 -54%
M
161
Mirova
France
$1.99M -$942K -8,433 -31%
Nomura Holdings
162
Nomura Holdings
Japan
$1.99M +$1.45K +13 +0.1%
SSA
163
Schonfeld Strategic Advisors
New York
$1.99M +$985K +8,818 +93%
State of New Jersey Common Pension Fund D
164
State of New Jersey Common Pension Fund D
New Jersey
$1.98M -$140K -1,257 -6%
LCM
165
Legato Capital Management
California
$1.96M +$215K +1,923 +12%
Jane Street
166
Jane Street
New York
$1.93M -$1.07M -9,542 -35%
OF
167
Optimize Financial
California
$1.86M +$1.91M +17,107 New
YCM
168
Yousif Capital Management
Michigan
$1.86M -$31.6K -283 -2%
Comerica Bank
169
Comerica Bank
Texas
$1.81M -$16.6K -149 -0.9%
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$1.81M +$586K +5,249 +46%
Natixis Advisors
171
Natixis Advisors
Massachusetts
$1.79M -$94K -841 -5%
DB
172
Danske Bank
Denmark
$1.71M +$174K +1,556 +11%
MSRPS
173
Maryland State Retirement & Pension System
Maryland
$1.65M +$112 +1 +0%
TRSOTSOK
174
Teachers Retirement System of the State of Kentucky
Kentucky
$1.59M – – –
Skandinaviska Enskilda Banken (SEB)
175
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.58M +$1.1M +9,823 +213%
5 6
7
8 9

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.