Itron
ITRI
207 hedge funds and large institutions have $1.37B invested in Itron in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 53 reducing their positions, and 19 closing their positions.
381% more call options, than puts
Call options by funds: $673K | Put options by funds: $140K
74% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 53
47% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 19
3% more funds holding
Funds holding: 201 → 207 (+6)
13% less capital invested
Capital invested by funds: $1.58B → $1.37B (-$212M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$14.7M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$11.6M |
| 3 |
Renaissance Technologies
New York
|
+$9.41M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$7.56M |
| 5 |
OCM
Olstein Capital Management
Purchase,
New York
|
+$7.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$81.6M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$10.5M |
| 3 |
GAM
Gotham Asset Management
New York
|
-$5.81M |
| 4 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$4.64M |
| 5 |
EBIM
Eagle Boston Investment Management
Boston,
Massachusetts
|
-$3.59M |
ITRI Hedge Fund Activity: Q1 2015 in Review
207 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Itron (ITRI) for Q1 2015, worth a combined $1.37B — down 13% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new ITRI positions and 19 closed out — a net gain of 9 holders — while 92 added to existing stakes and 53 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $14.7M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $81.6M sold.
- 207 institutional investors held Itron (ITRI) as of Q1 2015, up from 201 in Q4 2014.
- Funds reported $1.37B of Itron stock for Q1 2015, down 13% quarter-over-quarter.
- 28 funds opened new Itron positions in Q1 2015 and 19 closed out, a net change of +9 holders.
- The largest Itron buyer in Q1 2015 was Neuberger Berman Group, an estimated $14.7M added.
- The largest Itron seller in Q1 2015 was Capital Research Global Investors, an estimated $81.6M sold.
Based on aggregated 13F filings for Q1 2015.