We are live on ! Find out more

220 hedge funds and large institutions have $2.23B invested in Itron in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 86 increasing their positions, 68 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $8.17M | Put options by funds: $2.48M

26% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.19% less ownership

Funds ownership: 96.57%95.38% (-1.2%)

10% less funds holding

Funds holding: 244220 (-24)

17% less capital invested

Capital invested by funds: $2.7B → $2.23B (-$470M)

51% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 45

Holders
220
Holders Change
-24
Holders Change %
-9.84%
% of All Funds
5.04%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
22
Increased
86
Reduced
68
Closed
45
Calls
$8.17M
Puts
$2.48M
Net Calls
+$5.68M
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
201
Rehmann Capital Advisory Group
Michigan
$5.88K +$6.21K +98 New
TCA
202
Tortoise Capital Advisors
Kansas
$5K
WAM
203
Wealthspire Advisors (Maryland)
Maryland
$4K -$5.64K -89 -60%
VCM
204
Versant Capital Management
Arizona
$4K -$380 -6 -8%
AOWM
205
Alpha Omega Wealth Management
Virginia
$4K
PA
206
Parallel Advisors
California
$4K
FHA
207
Flagship Harbor Advisors
Massachusetts
$4K +$4.31K +68 New
FHA
208
First Horizon Advisors
Tennessee
$3K
QCG
209
Quadrant Capital Group
Ohio
$2K -$1.96K -31 -47%
WT
210
Whittier Trust
California
$2K
GRP
211
Global Retirement Partners
California
$2K +$1.96K +31 New
PFBT
212
Parkside Financial Bank & Trust
Missouri
$1K -$760 -12 -34%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$1K
GWM
214
Geneos Wealth Management
Colorado
$1K
QI
215
QS Investors
New York
$1K
TWA
216
TCI Wealth Advisors
Arizona
$1K
FGAM
217
Financial Gravity Asset Management
Texas
$1K +$63 +1 +11%
TAIM
218
TD Ameritrade Investment Management
Nebraska
$1K +$950 +15 New
ClearBridge Investments
219
ClearBridge Investments
New York
$1K +$1.27K +20 New
EMG
220
ETF Managers Group
New Jersey
$61 +$16K +252 +22%
GCM
221
Gates Capital Management
New York
-$60.4M -844,123 Closed
ECP
222
Electron Capital Partners
New York
-$16.8M -234,488 Closed
Point72 Asset Management
223
Point72 Asset Management
Connecticut
-$13.5M -212,400 Closed
EA
224
Ecofin Advisors
United Kingdom
-$12.8M -178,899 Closed
NIPH
225
NN Investment Partners Holdings
Netherlands
-$8.94M -125,000 Closed