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228 hedge funds and large institutions have $2.04B invested in Itron in 2016 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 60 increasing their positions, 83 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

75% more call options, than puts

Call options by funds: $2.17M | Put options by funds: $1.24M

27% more capital invested

Capital invested by funds: $1.61B → $2.04B (+$436M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more funds holding

Funds holding: 200228 (+28)

28% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 83

Holders
228
Holders Change
+28
Holders Change %
+14%
% of All Funds
6.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
45
Increased
60
Reduced
83
Closed
16
Calls
$2.17M
Puts
$1.24M
Net Calls
+$933K
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Scopia Capital Management
New York
$254M +$3.99M +83,303 +2%
Harris Associates
2
Harris Associates
Illinois
$185M +$4.28M +89,279 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$178M +$2.05M +42,741 +1%
BFA
4
BlackRock Fund Advisors
California
$132M -$1.44M -30,080 -1%
FCM
5
Frontier Capital Management
Massachusetts
$97.5M -$1.18M -24,640 -1%
IAMU
6
Impax Asset Management (UK)
United Kingdom
$84.9M +$3.8M +79,257 +5%
FC
7
Fairpointe Capital
Illinois
$81.4M -$33.5M -698,145 -32%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$78.5M -$1.43M -29,875 -2%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$58.5M -$5.11M -106,609 -9%
BIT
10
BlackRock Institutional Trust
California
$47.2M -$4.17M -86,916 -9%
UBS AM
11
UBS AM
Illinois
$41.5M +$4.08K +85 +0%
State Street
12
State Street
Massachusetts
$39.5M +$318K +6,641 +0.9%
Renaissance Technologies
13
Renaissance Technologies
New York
$35.4M +$319K +6,659 +1%
Blackstone Inc
14
Blackstone Inc
New York
$33.4M -$7.77M -162,083 -21%
Invesco
15
Invesco
Georgia
$30.8M -$1.43M -29,823 -5%
BG
16
BlackRock Group
United Kingdom
$25.5M -$2.27M -47,434 -9%
SAM
17
Silvercrest Asset Management
New York
$24.8M -$12.5M -261,335 -37%
Northern Trust
18
Northern Trust
Illinois
$24.1M +$278K +5,788 +1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$23M -$649K -13,538 -3%
Principal Financial Group
20
Principal Financial Group
Iowa
$22.2M +$548K +11,427 +3%
Millennium Management
21
Millennium Management
New York
$20.4M +$7.73M +161,228 +79%
KCM
22
Kennedy Capital Management
Missouri
$20.1M +$5.82M +121,423 +51%
IAMA
23
Impax Asset Management (AIFM)
United Kingdom
$18.1M +$120K +2,508 +0.8%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$18M -$920K -19,199 -6%
RS
25
Robeco Schweiz
Switzerland
$16.1M +$2.98M +62,231 +27%

ITRI Hedge Fund Activity: Q3 2016 in Review

228 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Itron (ITRI) for Q3 2016, worth a combined $2.04B — up 27% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new ITRI positions and 16 closed out — a net gain of 29 holders — while 60 added to existing stakes and 83 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $9.69M. The largest seller was Fairpointe Capital, cutting an estimated $33.5M.

  • 228 institutional investors held Itron (ITRI) as of Q3 2016, up from 200 in Q2 2016.
  • Funds reported $2.04B of Itron stock for Q3 2016, up 27% quarter-over-quarter.
  • 45 funds opened new Itron positions in Q3 2016 and 16 closed out, a net change of +29 holders.
  • The largest Itron buyer in Q3 2016 was Wellington Management Group, an estimated $9.69M added.
  • The largest Itron seller in Q3 2016 was Fairpointe Capital, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2016.