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253 hedge funds and large institutions have $3.34B invested in Idacorp in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

2% more capital invested

Capital invested by funds: $3.26B → $3.34B (+$75M)

1% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 86

0% more funds holding

Funds holding: 252253 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.43% less ownership

Funds ownership: 75.95%75.52% (-0.43%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $317K

Holders
253
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
6.31%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
87
Reduced
86
Closed
23
Calls
Puts
$317K
Net Calls
-$317K
Net Calls Change
-$163K
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
226
Trust Company of Vermont
Vermont
$42K
EA
227
Edge Advisors
Georgia
$39K +$39.4K +450 New
LNB
228
Ledyard National Bank
$35K
PWM
229
Perigon Wealth Management
California
$35K +$35K +400 New
BRC
230
Bell Rock Capital
Delaware
$27K +$175 +2 +0.7%
GWM
231
Geneos Wealth Management
Colorado
$26K
SGAM
232
Smith Group Asset Management
Texas
$26K
HDIM
233
Hanson & Doremus Investment Management
Vermont
$22K
VCM
234
Versant Capital Management
Arizona
$21K
FPFS
235
First Personal Financial Services
North Carolina
$21K +$262 +3 +1%
ClearBridge Investments
236
ClearBridge Investments
New York
$20K
CCMW
237
Cypress Capital Management (Wyoming)
Wyoming
$18K
TSW
238
Thompson Siegel & Walmsley
Virginia
$15K
GAM
239
Gemmer Asset Management
California
$11K
PFC
240
Phocas Financial Corp
California
$11K +$244K +2,793 +2%
AIL
241
AGF Investments LLC
Ontario, Canada
$9K -$9.8K -112 -51%
AF
242
Allworth Financial
California
$9K
EFSCE
243
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
TF
244
Tompkins Financial
New York
$9K
BGIM
245
Brandywine Global Investment Management
Pennsylvania
$8K -$2.8K -32 -26%
WCBA
246
Weaver C. Barksdale & Associates
Tennessee
$7K +$350 +4 +5%
MFW
247
Mosaic Family Wealth
Missouri
$5K +$5.25K +60 New
AFNAS
248
American Financial Network Advisory Services
California
$4K +$4.2K +48 New
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$3K -$2.36K -27 -45%
BA
250
Bristlecone Advisors
Washington
$2K +$2.19K +25 New

IDA Hedge Fund Activity: Q3 2017 in Review

253 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Idacorp (IDA) for Q3 2017, worth a combined $3.34B — up 2.3% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IDA positions and 23 closed out — a net gain of 4 holders — while 87 added to existing stakes and 86 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $15.5M. The largest seller was Fidelity Investments, cutting an estimated $30.9M.

  • 253 institutional investors held Idacorp (IDA) as of Q3 2017, up from 252 in Q2 2017.
  • Funds reported $3.34B of Idacorp stock for Q3 2017, up 2.3% quarter-over-quarter.
  • 27 funds opened new Idacorp positions in Q3 2017 and 23 closed out, a net change of +4 holders.
  • The largest Idacorp buyer in Q3 2017 was Glenmede Trust, an estimated $15.5M added.
  • The largest Idacorp seller in Q3 2017 was Fidelity Investments, an estimated $30.9M sold.

Based on aggregated 13F filings for Q3 2017.