We are live on ! Find out more

220 hedge funds and large institutions have $2.23B invested in Itron in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 86 increasing their positions, 68 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $8.17M | Put options by funds: $2.48M

26% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.19% less ownership

Funds ownership: 96.57%95.38% (-1.2%)

10% less funds holding

Funds holding: 244220 (-24)

17% less capital invested

Capital invested by funds: $2.7B → $2.23B (-$470M)

51% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 45

Holders
220
Holders Change
-24
Holders Change %
-9.84%
% of All Funds
5.04%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
22
Increased
86
Reduced
68
Closed
45
Calls
$8.17M
Puts
$2.48M
Net Calls
+$5.68M
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Scopia Capital Management
New York
$329M +$16.6M +262,749 +5%
BlackRock
2
BlackRock
New York
$304M +$24.3M +384,272 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$200M +$4.27M +67,390 +2%
IAMU
4
Impax Asset Management (UK)
United Kingdom
$115M +$29.7M +469,134 +33%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$85.3M -$8.24M -130,035 -8%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$69.4M +$1.41M +22,218 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$60.6M -$60.5K -956 -0.1%
State Street
8
State Street
Massachusetts
$53.1M +$507K +8,012 +0.9%
MCM
9
Marcato Capital Management
California
$50.4M -$6.16M -97,313 -10%
FC
10
Fairpointe Capital
Illinois
$50M -$2.82M -44,545 -5%
FCM
11
Frontier Capital Management
Massachusetts
$47.1M -$1.19M -18,798 -2%
Invesco
12
Invesco
Georgia
$45.7M +$4.26M +67,199 +10%
Renaissance Technologies
13
Renaissance Technologies
New York
$44.6M -$10.5M -165,700 -18%
UBS AM
14
UBS AM
Illinois
$42.4M -$176K -2,782 -0.4%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$38.1M +$1.68M +26,493 +4%
First Trust Advisors
16
First Trust Advisors
Illinois
$34.6M +$12.5M +197,199 +52%
RS
17
Robeco Schweiz
Switzerland
$29M +$8.87M +140,000 +41%
Northern Trust
18
Northern Trust
Illinois
$27.9M +$406K +6,409 +1%
Norges Bank
19
Norges Bank
Norway
$26.7M +$2.38M +37,589 +9%
Principal Financial Group
20
Principal Financial Group
Iowa
$25.4M -$827K -13,056 -3%
Deutsche Bank
21
Deutsche Bank
Germany
$22.8M +$4.86M +76,722 +25%
KBC Group
22
KBC Group
Belgium
$22.2M +$4.24M +66,954 +22%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$20.8M +$1.98M +31,188 +10%
AAMU
24
Amundi Asset Management US
Massachusetts
$16.7M +$4.88M +77,074 +38%
BP
25
Banbury Partners
North Carolina
$15.7M -$3.37M -53,237 -17%