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Itron
ITRI

Overview Fund Activity

245 hedge funds and large institutions have $2.46B invested in Itron in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
90
Reduced
91
Closed
23
Calls
$28.9M
Puts
$15.9M
Net Calls
+$13M
Net Calls Change
-$8.2M

Top Buyers

1
AAP
Ardsley Advisory Partners
Connecticut
$26.9M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$56.4M
3
Federated Hermes
Federated Hermes
Pennsylvania
$16.4M
4
ACM
Arosa Capital Management
Florida
$5.47M
5
Goldman Sachs
Goldman Sachs
New York
$47.4M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$69.2M
3
Invesco
Invesco
Georgia
$68.3M
4
Man Group
Man Group
United Kingdom
$3.12M
5
Citadel Advisors
Citadel Advisors
Florida
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$54K – – –
US Bancorp
202
US Bancorp
Minnesota
$51.1K +$1.83K +33 +4%
LIA
203
Luken Investment Analytics
Tennessee
$50.7K – – –
VanEck Associates
204
VanEck Associates
New York
$39K -$499 -9 -1%
SO
205
STRS Ohio
Ohio
$33K +$16.5K +300 +100%
S
206
SignatureFD
Georgia
$32.1K -$2.61K -47 -8%
DZ Bank
207
DZ Bank
Germany
$31.1K +$31.1K +560 New
IA
208
IFP Advisors
Florida
$28.5K -$13.8K -243 -33%
Nomura Asset Management
209
Nomura Asset Management
Japan
$25.5K – – –
BAM
210
Belpointe Asset Management
Nevada
$24.1K +$9.98K +180 +71%
TF
211
Tompkins Financial
New York
$22.2K – – –
PPC
212
Park Place Capital
Alabama
$22K – – –
AF
213
Allworth Financial
California
$19.4K – – –
VCM
214
Versant Capital Management
Arizona
$16.6K – – –
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$15K +$5.45K +97 +57%
EI
216
Ellevest Inc
New York
$14.5K +$1.22K +22 +9%
EWA
217
EverSource Wealth Advisors
Alabama
$14.4K +$8.71K +157 +154%
HCM
218
Highlander Capital Management
New Jersey
$8K – – –
AAS
219
Ameritas Advisory Services
Nebraska
$7.92K +$7.92K +150 New
QL
220
Quarry LP
New York
$6.99K +$6.99K +126 New
PTC
221
Private Trust Company
Ohio
$6.88K -$555 -10 -7%
CCM
222
Chilton Capital Management
Texas
$5.55K +$5.55K +100 New
TWA
223
TCI Wealth Advisors
Arizona
$5.27K – – –
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$5.21K +$3.27K +59 +169%
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$4.44K +$4.44K +80 New
7 8
9
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