Itron
ITRI
232 hedge funds and large institutions have $1.6B invested in Itron in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 78 reducing their positions, and 21 closing their positions.
38% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 21
3% more funds holding
Funds holding: 225 → 232 (+7)
4% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 78
1% more capital invested
Capital invested by funds: $1.58B → $1.6B (+$18.7M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
50% less call options, than puts
Call options by funds: $2.79M | Put options by funds: $5.61M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
+$54.2M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$42.4M |
| 3 |
DnB Asset Management
Oslo,
Norway
|
+$25.1M |
| 4 |
BKBG
BHF Kleinwort Benson Group
Brussels,
Belgium
|
+$13.4M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$9.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$64.7M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$25.7M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$10M |
| 4 |
CM
CS McKee
Pittsburgh,
Pennsylvania
|
-$6.09M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$5.36M |
ITRI Hedge Fund Activity: Q4 2013 in Review
232 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Itron (ITRI) for Q4 2013, worth a combined $1.6B — up 1.2% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new ITRI positions and 21 closed out — a net gain of 8 holders — while 81 added to existing stakes and 78 trimmed.
The largest buyer was EARNEST Partners, opening a new position worth an estimated $54.2M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $64.7M sold.
- 232 institutional investors held Itron (ITRI) as of Q4 2013, up from 225 in Q3 2013.
- Funds reported $1.6B of Itron stock for Q4 2013, up 1.2% quarter-over-quarter.
- 29 funds opened new Itron positions in Q4 2013 and 21 closed out, a net change of +8 holders.
- The largest Itron buyer in Q4 2013 was EARNEST Partners, an estimated $54.2M added.
- The largest Itron seller in Q4 2013 was Waddell & Reed Financial, an estimated $64.7M sold.
Based on aggregated 13F filings for Q4 2013.