Itron
ITRI
229 hedge funds and large institutions have $1.83B invested in Itron in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 57 reducing their positions, and 27 closing their positions.
68% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 57
33% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 27
3% more funds holding
Funds holding: 223 → 229 (+6)
5% more call options, than puts
Call options by funds: $1.04M | Put options by funds: $989K
0.13% more ownership
Funds ownership: 98.29% → 98.42% (+0.13%)
0% less capital invested
Capital invested by funds: $1.83B → $1.83B (-$7.83M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$23.3M |
| 2 |
Neuberger Berman Group
New York
|
+$20.1M |
| 3 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
+$13.3M |
| 4 |
Teacher Retirement System of Texas
Austin,
Texas
|
+$10.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$9.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Scopia Capital Management
New York
|
-$24.5M |
| 2 |
MCM
Marcato Capital Management
San Francisco,
California
|
-$22.8M |
| 3 |
Bank of New York Mellon
New York
|
-$21.2M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$19.5M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$7.15M |
ITRI Hedge Fund Activity: Q1 2019 in Review
229 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Itron (ITRI) for Q1 2019, worth a combined $1.83B — down 0.43% from $1.83B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new ITRI positions and 27 closed out — a net gain of 9 holders — while 96 added to existing stakes and 57 trimmed.
The largest buyer was Aristotle Capital Boston, adding an estimated $23.3M. The largest seller was Scopia Capital Management, cutting an estimated $24.5M.
- 229 institutional investors held Itron (ITRI) as of Q1 2019, up from 223 in Q4 2018.
- Funds reported $1.83B of Itron stock for Q1 2019, down 0.43% quarter-over-quarter.
- 36 funds opened new Itron positions in Q1 2019 and 27 closed out, a net change of +9 holders.
- The largest Itron buyer in Q1 2019 was Aristotle Capital Boston, an estimated $23.3M added.
- The largest Itron seller in Q1 2019 was Scopia Capital Management, an estimated $24.5M sold.
Based on aggregated 13F filings for Q1 2019.