We are live on ! Find out more

241 hedge funds and large institutions have $2.55B invested in Itron in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 87 increasing their positions, 70 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $757K

24% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 70

1.79% more ownership

Funds ownership: 94.61%96.4% (+1.8%)

5% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 41

0% less funds holding

Funds holding: 242241 (-1)

10% less capital invested

Capital invested by funds: $2.84B → $2.55B (-$289M)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
241
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
5.47%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.05%
New
43
Increased
87
Reduced
70
Closed
41
Calls
$1.13M
Puts
$757K
Net Calls
+$377K
Net Calls Change
-$858K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
201
Royal Bank of Canada
Ontario, Canada
$41K -$1.06M -14,850 -96%
PGA
202
Premia Global Advisors
Florida
$40K +$42.6K +596 New
SWA
203
Sutton Wealth Advisors
Florida
$37.7K
Macquarie Group
204
Macquarie Group
Australia
$22K -$118K -1,650 -84%
MA
205
MUFG Americas
New York
$19K
MAM
206
Meeder Asset Management
Ohio
$17K +$17.5K +245 New
AF
207
Advisornet Financial
Minnesota
$17K +$17.9K +250 New
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$16K
MWM
209
Mascoma Wealth Management
New Hampshire
$15K
WAM
210
Wealthspire Advisors (Maryland)
Maryland
$12K
AG
211
Advisor Group
Arizona
$11K +$715 +10 +7%
HCM
212
Highlander Capital Management
New Jersey
$10K
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$10K +$10.7K +150 New
CAL
214
Capital Analysts LLC
Pennsylvania
$9K
IA
215
IFP Advisors
Florida
$8K -$50.2K -702 -85%
BFEC
216
Benjamin F. Edwards & Company
Missouri
$8K
WAP
217
Wealthcare Advisory Partners
Pennsylvania
$8K
Federated Hermes
218
Federated Hermes
Pennsylvania
$8K +$8.08K +113 New
MBT
219
Monroe Bank & Trust
Michigan
$8K +$8.22K +115 New
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$7K +$7.15K +100 New
TCA
221
Tortoise Capital Advisors
Kansas
$6K +$2.57K +36 +80%
SWP
222
Stratos Wealth Partners
Ohio
$6K +$6.29K +88 New
GT
223
Glenmede Trust
Pennsylvania
$5K
PA
224
Parallel Advisors
California
$5K
AOWM
225
Alpha Omega Wealth Management
Virginia
$5K +$4.72K +66 New