We are live on ! Find out more

278 hedge funds and large institutions have $2.65B invested in Itron in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more call options, than puts

Call options by funds: $18.2M | Put options by funds: $14.9M

6% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 35

2% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 99

0% more funds holding

Funds holding: 278278 (0)

0.43% less ownership

Funds ownership: 96.7%96.27% (-0.43%)

16% less capital invested

Capital invested by funds: $3.17B → $2.65B (-$511M)

Holders
278
Holders Change
Holders Change %
0%
% of All Funds
4.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
37
Increased
101
Reduced
99
Closed
35
Calls
$18.2M
Puts
$14.9M
Net Calls
+$3.34M
Net Calls Change
+$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$463M +$18M +261,622 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$343M +$9.79M +142,564 +3%
Amundi
3
Amundi
France
$151M +$22.4M +326,127 +15%
State Street
4
State Street
Massachusetts
$104M +$31.8K +464 +0%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$98.7M +$9.75M +142,091 +10%
Invesco
6
Invesco
Georgia
$76.9M +$11.5M +166,952 +15%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$67.9M -$3.4M -49,564 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$58.4M +$2.65M +38,662 +4%
PI
9
PGGM Investments
Netherlands
$57.1M
Neuberger Berman Group
10
Neuberger Berman Group
New York
$51.9M +$395K +5,754 +0.7%
ACB
11
Aristotle Capital Boston
Massachusetts
$50.7M -$350K -5,092 -0.6%
RS
12
Robeco Schweiz
Switzerland
$48.8M -$8.31M -121,000 -13%
First Trust Advisors
13
First Trust Advisors
Illinois
$45.6M -$3.63M -52,910 -7%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$44.8M -$10.7M -155,934 -17%
Goldman Sachs
15
Goldman Sachs
New York
$43.1M -$10.1M -146,779 -17%
GAM
16
Guinness Asset Management
United Kingdom
$38.5M +$823K +11,983 +2%
Morgan Stanley
17
Morgan Stanley
New York
$36.2M +$9.14M +133,219 +29%
Northern Trust
18
Northern Trust
Illinois
$32.5M -$475K -6,927 -1%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$32.3M +$414K +6,032 +1%
Millennium Management
20
Millennium Management
New York
$31M +$14.4M +209,881 +70%
Charles Schwab
21
Charles Schwab
California
$30.5M +$238K +3,472 +0.7%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$24.7M -$873K -12,720 -3%
EAM
23
Erste Asset Management
Austria
$24.2M -$1.17M -17,007 -4%
PA
24
Pinnacle Associates
New York
$24.1M +$5.45M +79,340 +25%
Vontobel Holding
25
Vontobel Holding
Switzerland
$22.2M +$3.17M +46,145 +14%