Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Itron Inc (ITRI)

403 + Investors. Track Smart Money conviction in ITRI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -21
Streak
3Q ▼
Buyers last Q
46%

Smart Money Signals — ITRI

Based on 411 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their ITRI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
411 funds currently hold this stock — 90% of the 3.0-year high of 457 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 9% fewer funds vs a year ago

fund count last 6Q
40 fewer hedge funds hold ITRI compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

198 buying232 selling
Last quarter: 232 funds reduced or exited vs 198 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~60 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 61 → 70 → 56 → 60. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 19% new
256 out of 411 hedge funds have held ITRI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~60 new funds/quarter

84 → 61 → 70 → 56 → 60 new funds/Q
New funds entering each quarter: 61 → 70 → 56 → 60. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 22% newcomers

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Entry-cohort mix of 425 holders: 276 (65%) are 2+ year veterans, 56 entered 1–2 years ago, and 93 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
64 of 406 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in ITRI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ITRI

In 2026 Q2, 198 hedge funds were net buyers of ITRI (60 opened a new position, 138 added to an existing one), while 232 reduced or exited (151 trimmed, 81 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 60% of total institutional value in ITRI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -21 funds (more exits than new entries). Total institutional holders: 411.

Hedge Fund Ownership: ITRI

How many hedge funds hold ITRI — quarterly history vs. share price
Quarterly hedge fund ownership of ITRI vs. share price

Market Analysis: ITRI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ITRI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: ITRI
403 + Investors

Track Smart Money conviction in ITRI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 403 432 -6.71%
13F Shares 53M 52M 1.41%
Total Value $4.43B $4.58B -3.36%
New Positions 59 56 +3
Increased Positions 132 171 -39
Closed Positions 83 60 +23
Reduced Positions 147 130 +17
Total Calls 10 12 -16.67%
Total Puts 8 8 -
PUT/CALL Ratio 0.8 0.67 Neutral

Statistics: ITRI

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Valuation Measures Data as of: --

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Financial Highlights

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Institutional Holders (2026 Q2)

403 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ITRI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ITRI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Daventry Group, LP 6.11% 93,500 $8.1M
2 Graphene Investments SAS 2.11% 41,900 $3.6M
3 Palisades Investment Partners, LLC 1.96% 79,808 $6.9M
4 Aristotle Capital Boston, LLC 1.56% 268,429 $23.2M
5 Robeco Schweiz AG 1.46% 1,053,799 $91.2M
6 Soros Fund Management LLC 1.21% 1,137,853 $98.5M
7 Impax Asset Management Group plc 1.08% 1,926,905 $166.7M
8 Expect Equity LLC 0.84% 15,012 $1.3M
9 John G Ullman & Associates Inc 0.82% 77,731 $6.7M
10 Portman Square Capital LLP 0.76% 185,300 $16.0M
11 Simcoe Capital LLC 0.62% 11,730 $1.0M
12 Systematic Financial Management LP 0.51% 293,720 $25.4M
13 Mirova 0.48% 151,285 $13.1M
14 Northwest & Ethical Investments L.P. 0.42% 208,129 $18.0M
15 Green Alpha Advisors, LLC 0.32% 5,588 $484K
16 Covalis Capital LLP 0.31% 63,311 $5.5M
17 Peregrine Capital Management LLC 0.29% 103,443 $9.0M
18 Firsthand Capital Management, Inc. 0.28% 2,000 $173K
19 Tema Etfs LLC 0.27% 95,757 $8.3M
20 Pinnacle Associates Ltd 0.26% 274,841 $23.8M
21 Wakefield Asset Management LLLP 0.25% 12,740 $1.1M
22 Raiffeisen Bank International AG 0.25% 250,000 $20.9M
23 Guinness Atkinson Asset Management Inc 0.21% 5,508 $477K
24 Corient IA LP 0.21% 2,660 $230K
25 Connors Investor Services Inc 0.20% 27,148 $2.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Itron Inc (ITRI)

What does the Smart Money Trend signal show for ITRI?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their ITRI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ITRI?

More sellers than buyers — 46% buying: Last quarter: 232 funds reduced or exited vs 198 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ITRI holders?

Elite ownership — 60% AUM from top-100 funds: 64 of 406 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in ITRI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ITRI?

62% of holders stayed for 2+ years: 256 out of 411 hedge funds have held ITRI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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