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238 hedge funds and large institutions have $4.38B invested in Itron in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 89 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $7.54M | Put options by funds: $3.51M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

81% more capital invested

Capital invested by funds: $2.42B → $4.38B (+$1.96B)

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

16% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 77

4% more funds holding

Funds holding: 229238 (+9)

1.56% more ownership

Funds ownership: 98.96%100.52% (+1.6%)

Holders
238
Holders Change
+9
Holders Change %
+3.93%
% of All Funds
4.21%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
43
Increased
89
Reduced
77
Closed
32
Calls
$7.54M
Puts
$3.51M
Net Calls
+$4.03M
Net Calls Change
+$3.94M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
201
Archer Investment Corporation
Indiana
$39.2K +$31.4K +409 New
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$39K +$21.1K +274 +212%
SFS
203
Sowell Financial Services
Arkansas
$30K +$12.5K +162 +104%
EI
204
Ellevest Inc
New York
$29K -$31.2K -406 -57%
GRP
205
Global Retirement Partners
California
$29K -$11.5K -149 -33%
LSA
206
Leonteq Securities AG
Switzerland
$27.1K +$21.8K +283 New
VanEck Associates
207
VanEck Associates
New York
$27K -$2.21M -28,717 -99%
US Bancorp
208
US Bancorp
Minnesota
$26K +$154 +2 +0.8%
EP
209
Eudaimonia Partners
Tennessee
$26K +$20.8K +270 New
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$20K +$10.7K +139 +207%
Baillie Gifford & Co
211
Baillie Gifford & Co
United Kingdom
$19K +$15.3K +199 New
VCG
212
Vantage Consulting Group
Virginia
$19K +$15.5K +201 New
LWM
213
Liberty Wealth Management
California
$18K +$15.4K +200 New
ETC
214
Exchange Traded Concepts
Oklahoma
$16K +$13.1K +170 New
HCM
215
Highlander Capital Management
New Jersey
$14K
GI
216
Gradient Investments
Minnesota
$12K
PCG
217
Private Capital Group
Connecticut
$12K
PFBT
218
Parkside Financial Bank & Trust
Missouri
$11K +$6.46K +84 +280%
LWCFA
219
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K +$8.53K +111 New
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$9K +$3.84K +50 +111%
FPS
221
Fieldpoint Private Securities
Connecticut
$9K +$7.3K +95 New
TAIM
222
TD Ameritrade Investment Management
Nebraska
$8K -$615 -8 -9%
QCG
223
Quadrant Capital Group
Ohio
$8K
PWPS
224
Pinnacle Wealth Planning Services
Ohio
$7K +$5.69K +74 New
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$4K