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Itron
ITRI

Overview Fund Activity

223 hedge funds and large institutions have $1.82B invested in Itron in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 73 reducing their positions, and 37 closing their positions.

Holders
223
Holders Change
-12
Holders Change %
-5.11%
% of All Funds
4.98%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
26
Increased
79
Reduced
73
Closed
37
Calls
$1.21M
Puts
$1.15M
Net Calls
+$61K
Net Calls Change
-$2.15M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$202M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$119M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$36.9M
4
GAM
4
Gotham Asset Management
New York
$4.79M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$18.4M

Top Sellers

1
SCM
1
Scopia Capital Management
New York
$241M
2
BlackRock
2
BlackRock
New York
$232M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$14.2M
4
MCM
4
Marcato Capital Management
California
$28.2M
5
TIM
5
Triodos Investment Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
201
IFP Advisors
Florida
$5K +$1.51K +29 +43%
PRC
202
Pearl River Capital
Michigan
$5K +$5K +100 New
RCAG
203
Rehmann Capital Advisory Group
Michigan
$4.63K – – –
MWM
204
Mascoma Wealth Management
New Hampshire
$4K – – –
TCA
205
Tortoise Capital Advisors
Kansas
$4K – – –
TAIM
206
TD Ameritrade Investment Management
Nebraska
$4K +$1.61K +33 +67%
MNBTD
207
Moody National Bank Trust Division
Texas
$4K +$4K +84 New
ST
208
Smithfield Trust
Pennsylvania
$3K -$64.7K -1,402 -96%
WAM
209
Wealthspire Advisors (Maryland)
Maryland
$3K -$43 -1 -1%
PA
210
Parallel Advisors
California
$3K – – –
APA
211
American Portfolios Advisors
New York
$2.37K – – –
FHA
212
First Horizon Advisors
Tennessee
$2K – – –
QCG
213
Quadrant Capital Group
Ohio
$2K +$955 +32 +91%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
PFBT
215
Parkside Financial Bank & Trust
Missouri
$1K – – –
QI
216
QS Investors
New York
$1K – – –
WT
217
Whittier Trust
California
$1K – – –
FGC
218
Financial Gravity Companies
Texas
$1K +$1K +10 New
CAW
219
Cornerstone Advisors (Washington)
Washington
$1K +$1K +16 New
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$1K +$720 +18 +257%
GT
221
Glenmede Trust
Pennsylvania
$12 +$3 +67 +36%
TIM
222
Triodos Investment Management
Netherlands
– -$8.03M -125,000 Closed
PI
223
Putnam Investments
Massachusetts
– -$5.68M -88,505 Closed
KCM
224
Kennedy Capital Management
Missouri
– -$3.92M -61,081 Closed
SG Americas Securities
225
SG Americas Securities
New York
– -$2.96M -46,079 Closed
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